Over 1,000 cold call interviews done to figure this out. Read more

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Persuaid listens, understands the moment, and surfaces the right answers based on your knowledge.

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How Persuaid works

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Case: 42-year-old, married, 2 kids, income protection

Goal: $500k–$1M coverage, 20-year term

Risk factors: non-smoker, no major conditions — Positioning: protect income first, adjust coverage later—then

Pricing bands (by preferred class): Starter / Standard / Plus

Policy details: confirm term length vs monthly premium band

Underwriting notes: age + health class drives estimate range

Objection handling: value first, numbers second

Case specifics: timeline + decision-maker preference

Connect your notes with the AI

42, married, 2 kids — income protection

Non-smoker, no flags yet

$500k · 20yr term (flexible)

Listens live, press Enter and get an answer

“What would this cost monthly for someone in their early 40s?”

Answer appears here after you send.

Enter

Every meeting, captured clearly

Transcript saved

Client: “$500k, 20 years—mainly protecting household income.”

You: “Healthy 42, non-smoker, $500k/20yr—think mid monthly; preferred after UW, you can quote meaningfully lower.”

Client: “If they’re preferred, can we show a lower monthly too?”

You: “Anything else I can help with—coverage, riders, or how this monthly fits your plan?”

Creating analysis of meeting...

Tutorial

Make your notes useful for the first time

Not stored. Not summarized. Actually usable in the moment.

Raw notes

Customer: 42-year-old, married, 2 kids, income protection
Health: non-smoker, no major conditions
Coverage: $500k · 20-year term
Positioning: protect income first
Pricing bands: Starter / Standard / Plus
Underwriting: age + health determines range
Objection: value first, numbers second

AI Notes

Structured, analyzed, ready to act

Live

Analyzing your notes

Persuaid identifies underwriting signals, pricing anchors, and positioning intent — then reconstructs them into something usable in the moment.

Hover to preview how your notes become usable in real time.

For revenue teams

Train faster.Perform better.

We reached out to over 1,000 sales teams to learn what breaks on live calls—two college students, asking for nothing but honest answers. If we reached out to you, we’d love to have you on the team.

~30–50%

faster ramp to productivity

Most reps take 1–3 months to ramp but still hesitate in real calls.

A lot of that hesitation is missing product knowledge under pressure—confidence drops when they can’t pull the right detail live.

~70%

don’t feel confident after onboarding

Only ~30% of reps feel fully prepared.

Hesitation mid-conversation lowers trust—and costs deals.

Delays and uncertainty are where deals lose momentum.

Top teams win on consistency

Higher win rates
Faster cycles
More predictable revenue

Bottom line

The teams that execute faster—with confidence and consistency—are the ones that outperform everyone else.

Questions

It sits beside your call: live transcript, your product notes, and a shortcut (Enter) when you want a suggested next line.

Accurate AI, anchored in your knowledge.

Persuaid draws on what you add—your facts, files, and notes—so answers stay specific and reliable instead of generic.

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