Yesterday’s sales calls,
on one page every morning
Morning Tally reads every call your team took yesterday, checks it against what was ordered, and emails you one page before anyone is at their desk.
From $395 a month for up to 5 people on the phones. Month to month, and the sample report is free.
The daily page
One landscape page, every weekday morning. Revenue by rep against the day before, last week and last year. Every call read in full. The deals at risk, quoted from the customer, and the three people worth calling first.
Try it below. This is a real section of a sample report for a plumbing distributor with three reps. Set the alert threshold and the report decides again which deals make the page.
Fictional company and figures. Get one built from your calls
Halverson Pipe & Supply is invented. Every name, number and quote is sample data.
Who to call first
Every row below came out of one sample morning’s calls. The report ranks them by what is at stake and says what to do next. Pick one to read it.
Fictional customers and figures.
Why not the AI in your phone system?
It’s good at what it does. It transcribes each call and writes a summary of it, inside the phone app, one call at a time. Somebody still has to open those summaries, read them all, and work out what they add up to in dollars.
Compare Morning Tally with
| Question | The AI in your phone system | Morning Tally |
|---|
Morning Tally doesn’t coach reps during a call and doesn’t replace your phone system. If you want live coaching, keep the AI your phone system offers; the two work side by side, and Morning Tally can read the transcripts it already makes.
How the first week goes
First, send one week of call logs and order exports.
Most phone systems and ERPs export both in a few clicks. We send instructions for yours.
Then we read every call against what was ordered.
Every transcript, start to finish, matched to orders by phone number and customer.
On the third day, your sample arrives in your inbox.
One real day from that week, built from your own calls. Free, and yours to keep.
The owner’s review
The daily page is for the person running the phones. Owners usually want the longer view: a Monday review written the way you’d say it in the weekly meeting, and a monthly review that follows every call to revenue.
For a freight brokerage that means margin, loads booked and shippers at risk. For an equipment rental company it means calls followed to contracts, and how hard each class of equipment is working.
Questions
Get a sample report
Send us last week’s calls and orders, and we’ll send back the report you would have read.
