Challenges
- Manual note-taking during meetings: Saskia had to actively type notes while trying to stay present in the conversation
- Post-meeting follow-up of 2–3 hours per meeting, structuring, writing emails, updating the CRM, everything from scratch
- Copy-paste workflow: Fragments from free AI note-takers had to be manually transferred into the HubSpot CRM
- Multiple isolated tools (HubSpot + Notion + ad-hoc AI tools), no single source of truth
- No structured sales coaching: As a startup, the team lacked sales experts; feedback came from engineers or product colleagues without sales expertise
- Complex, individual sales processes (SMB to enterprise, IT integration, multiple loops) required particularly good documentation
Usage
Saskia introduced Kickscale on her very first day at Atmio, with the firm conviction of building processes cleanly from the start rather than having to rebuild them later.
The team uses Kickscale across the entire sales motion:
- Discovery meetings: structured initial calls with AI-powered summaries
- Demo presentations: full recording for internal review and customer recaps
- Pricing and negotiation talks: clear documentation for complex, multi-stage deals
- Customer Success: upselling conversations and feature analysis. The CS team was onboarded subsequently
- Junior coaching: the junior sales manager uses Kickscale for independent self-coaching immediately after meetings, even when no senior is available
Impact
- 2–3 hours of time saved per meeting in follow-up work, no manual structuring, no more writing emails from scratch
- 100% focus on the customer during the conversation instead of multitasking with note-taking
- Instant self-coaching for the junior sales manager, replacing external feedback loops with AI-driven, sales-expert-based feedback
- Team-wide adoption without resistance: all team members were convinced immediately after the first presentation
- Expansion to Customer Success: one tool now covers both sales and CS, instead of managing two separate processes
- Clean process setup from the start: no need to restructure grown note and CRM systems later
- Emotion & context traceable: video + transcript allow for post-call review: Did she understand the customer correctly? What was the emotional tone?
Why Kickscale
- Fast to get started: Immediately usable sales templates without long configuration, ready to go in minutes
- Sales focus instead of a generic tool: Coaching analysis and structured meeting insights, not just transcription
- Video + transcript combined: Ability to trace specific moments and customer emotions
- Scalable from junior to senior: Supports the entire team depending on the situation, from a junior's first solo discovery call to complex enterprise deals
- Alternatives evaluated: Jamie and another generic AI note-taker tool were tested; Kickscale won due to its clear focus on sales intelligence and coaching depth
Features used
- AI call recording & summary: automatic, structured follow-up after every meeting
- AI sales coaching: real-time feedback on meeting performance, even for junior reps without senior supervision
- Video + transcript: traceability of context, statements, and emotion
- Meeting templates: pre-configured sales templates ready for immediate use
- CRM integration (HubSpot): no more manual copy-pasting between tools
- Team sharing: CS team integrated for upselling and feature analysis
"It sounds extreme, but you can really spend two or three hours on the follow-up for a single meeting. That was the moment I said immediately: We need Kickscale." – Saskia, International Sales Manager at Atmio
Customer story from kickscale.com. Results describe this customer’s experience.