Help Center/Leads & CRM

Using the AI Sales Coach on a lead

Leads & CRM3 min read

The Platinum Learning AI Sales Coach gives you a personalized coaching playbook for any lead — including an opening line, objection responses, and a recommended closing move.

1

Open any lead in Scaffold.

2

Click the Platinum Learning button in the top right of the lead profile.

3

A panel slides in from the right. In the Situation field, add optional context — e.g., 'About to call, they seemed price-sensitive last time' or 'Heading to appointment, insurance claim job'.

4

Click Get Platinum Coaching. The AI analyzes the lead's history, your notes, and any context you provided.

5

Your coaching playbook appears with: a Power Phrase, an Opening Line, Coaching Tips, an Objection Playbook (tap each objection to see the response), and a Next Action.

6

Use the Copy button next to any phrase to copy it to your clipboard instantly.

The more context you add in the Situation field, the more specific and useful the coaching will be. 'About to call' gives generic advice. 'About to call — they got 3 other quotes and said we're the highest' gives you a targeted response.

The AI Sales Coach is available on Growth and Scale plans.

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