Most sales reps spend 20–40 minutes preparing for a call they have no guarantee will happen. They open LinkedIn, scroll through the company page, paste context into ChatGPT, copy the output into a doc, and try to remember it all mid-conversation. The result is generic — and it shows.
tahaak is built around a different idea: your team’s methodology shouldn’t be recreated from scratch for every lead. It should be encoded once and applied to each new conversation automatically.
Here’s how the full workflow runs.
Step 1: Create a scenario
A scenario is the sales motion you’re running - the type of call, the audience, and the objective. Common starting points include:
- SDR inbound - following up on a demo request or content download
- BDR outbound - cold or warm prospecting
- Discovery prep - preparing for a structured discovery conversation
- Custom - anything else, such as partner calls, expansion, or upsell
When you create a scenario, you’re defining the context that shapes every call plan generated within it. Think of it as the operating model your methodology lives in.
Step 2: Build your playbook
A playbook is the reusable skeleton of your call. It defines the sections — introduction, discovery, objection handling, next steps — and gives the AI instructions for how to approach each one.
You can either:
- Draft from scratch using tahaak’s editor, adding sections and writing the context for each
- Import from a document — paste in your existing sales guide, battle card, or call framework, and the AI extracts the structure automatically
Playbooks have configurable settings:
- Personalization level (low / medium / high) — how much the AI adapts each section to the specific lead
- Highlight density — controls how many in-call guidance cues appear during live calls
A well-built playbook is the highest-leverage thing you can do in tahaak. You build it once; every call plan after that is generated from it.
Step 3: Add a lead
Leads in tahaak are the people you’re calling. For each lead you add:
- Name, title, company, location
- LinkedIn profile URL and any copied profile or enrichment context
- Any manual notes — what you know about them, previous touchpoints, signals you’ve spotted
tahaak builds a lead memory over time. After each call, it updates the lead’s profile with inferred attributes — their likely pain points, goals, objections — so future call plans get more accurate with every conversation.
Step 4: Generate the call plan
With a scenario, playbook, and lead in place, generating a call plan takes one click.
The AI combines three sources:
- Your playbook structure and instructions
- The lead’s profile and memory
- Any custom notes you’ve added
The output is a call plan — a structured, lead-specific conversation guide with two layers:
- Visible sections: the script or talking points your rep will follow
- Context panels: side guidance that surfaces on click — supporting questions, proof points, objection responses, discovery criteria
Every section reflects the actual lead. The introduction angle references something real about their company. The discovery questions are tuned to their role and likely situation. The objection handlers anticipate what they’re most likely to push back on.
Step 5: Run the call live
When the call starts, open the call plan in tahaak’s live workspace. It stays active alongside your video call.
The layout keeps everything visible without switching tabs:
- The current section is highlighted
- Contexts are one click away — tap a highlighted phrase to open the supporting panel
- A notes field is always accessible
Reps don’t need to remember anything. They follow the structure, trust the context, and focus on listening.
Step 6: Post-call review
After the call, add your notes — what happened, what surprised you, what the lead said. tahaak runs a post-call analysis that:
- Updates the lead’s memory with new signals (confirmed pain points, new objections, timing changes)
- Surfaces scenario-level learnings (patterns emerging across multiple calls with this type of lead)
- Prepares the next call plan to be sharper
Over time, the system gets better at predicting what each lead needs to hear — because every call feeds back into the model.
The short version
| Step | What you do | What tahaak does |
|---|---|---|
| Scenario | Pick the sales motion | Sets the call context |
| Playbook | Define your methodology | Structures every future call plan |
| Lead | Add profile + LinkedIn | Builds and updates lead memory |
| Call plan | Click generate | Personalizes the playbook to the lead |
| Live call | Open workspace | Keeps structure + context visible |
| Post-call | Add notes | Updates memory, sharpens next plan |
The workflow is designed to compound. The first call plan takes a few minutes to set up. By the fifth call in a scenario, reps are no longer starting from a blank page - the system has reusable context, lead memory, and a clearer structure to work from.
If you want to see how this maps to your specific sales workflow, book a short call and we’ll walk through it together.