Close-Rate
Brian Balboni
Co-Founder and CEO
Brian has run a B2B company’s P&L, built software at scale, and led Marines. His experience as an operator shapes Close-Rate’s focus on specific, usable sales coaching.
About Close-Rate
Better sales conversations.
Built from your own calls.
Close-Rate is sales coaching software that helps reps improve their conversations with feedback from their own recorded calls.
See where a buyer hesitated. Rehearse a better question. Go into the next call with a plan you can use.
Sign up for TrialUpload a few calls after signup. No credit card needed.
Why we built it
The next call can’t wait for the next coaching session.
Sales teams generate more conversations than a leader can review. Reps still need specific feedback: where discovery stayed on the surface, which concern went unanswered, or how to ask for a clear next step.
We built Close-Rate to make that feedback available between calls. A rep can work from their own conversation, their company’s sales materials, and one practical thing to try next.
The people behind the product
The team behind Close-Rate
Ben Paulson
Co-Founder and CTO
Ben leads Close-Rate’s technology and product development. He connects call evidence, company context, and AI coaching into tools reps use before and after a conversation.
Sydney Balboni
Co-Founder and COO
Sydney leads Close-Rate’s operations. She focuses on making it easier for sales teams to get started, build coaching into their routines, and put what they learn into practice.
For the work between calls
What Close-Rate does
Find your next improvement
Coaching reports cover Rapport Building, Discovery, Value Presentation, Objection Handling, and Closing. Review strengths and missed moments with call evidence, then choose what to work on.
Plan the next conversation
Select the calls you want to build on. Use buyer history and company context to prepare questions and decide what to clarify next.
Rehearse the difficult moment
Try a response with a simulated buyer and work on one selling skill. Practice gives reps somewhere to test their wording before using it with a prospect.
Make the next step clear
Review commitments, draft a follow-up, or explore what is blocking a decision. Reps review and use the draft themselves; the AI does not send it to the buyer.
How we approach coaching
What makes Close-Rate different
Our starting point is the conversation a rep needs to handle next.
Compare sales coaching toolsEvidence you can check
Quoted wording is checked against the source transcript. Reps can return to the call to understand the context behind the feedback.
Read about our quote checks →Your company’s selling context
Upload scripts, ideal customer profiles, and sales materials for the AI to reference. Coaching can take account of what you sell and how you want to sell it.
Practice connected to the feedback
Move from a call review into preparation, rehearsal, or a follow-up draft in the same workspace.
A rep’s view and a coach’s view
Reps work on their own conversations. Coaches can review team patterns and drill into an individual rep’s calls and reports.
Separate workspaces for client teams
Sales coaches working with multiple companies can keep each client’s calls and company context in its own workspace.
Who Close-Rate is for
- Sales reps selling through discovery, consultation, and follow-up conversations.
- Business owners and sales leaders who want call-level feedback their reps can act on.
- Sales coaches and fractional leaders working across several client teams.
How to get started
- Create an account. The free trial needs no credit card.
- Connect Zoom or RingCentral, or upload recordings or transcripts.
- Add company context, then generate a report from your selected calls.
- Use the feedback to prepare, practice, and follow through.
Need a hand? Visit support or talk with Brian.
At a glance
Key facts
Close-Rate is a product of PathFinder Ventures.
- Company
- Close-Rate
- Category
- AI sales coaching software
- Legal name
- Closerate, LLC
- Business address
- Closerate, LLC
777 N Jefferson St
Suite 408
Milwaukee, WI 53202 - Founders
- Brian Balboni, Ben Paulson and Sydney Balboni
- Core offering
- Call analysis, five-part scorecards, AI coaching, preparation, and practice
- Integrations
- Zoom and RingCentral; manual uploads also supported
- Pricing
- View current monthly plans
- Website
- close-rate.com
Frequently asked questions
Is Close-Rate a call recorder?
Close-Rate analyzes recordings and transcripts you import. Connect Zoom or RingCentral, or upload files, then use the coaching tools to work on your selling conversations.
Can I use it as an individual sales rep?
Yes. You can review your own calls, generate coaching reports, and use preparation and practice tools. You do not need to manage a sales team.
What does the free trial include?
Your first coaching report: a scorecard across the five sales skills, call-based feedback, and practical improvements. Create an account and upload your calls to get started.
Does the AI use our sales playbook?
Company Context lets you upload your scripts, ideal customer profiles, and other sales materials for the AI to reference. It supplies context for coaching; it does not replace the five-part scoring framework with a custom rubric.
How is our call data handled?
Access follows your workspace and role. Read our Privacy Policy and Security Policy for details about processing, storage, and access controls.
Where can I see how the technology works?
Our blog covers product updates and engineering research, including transcript quote checks, evidence retrieval, and coaching workflows.
Start with your own calls.
Upload a few calls, read your first coaching report and choose your next improvement.