Linkando AI combines conversation guides, AI training, live support, and insights into a single platform.
Not enough time to focus on your existing client base? Identify new consulting needs with the right questions and real-time prompts—and take advantage of more opportunities to close additional deals.
Do old patterns resurface after the workshop? Support the implementation with AI training and use it to develop offerings that generate recurring revenue.
Good leads, but not enough closed deals? Practice handling objections and support your team in real time so that sales opportunities don't fall through because of uncertain conversations.
Real-world experience
Experience in financial sales, B2B, and sales coaching.
Customer Testimonial · B2B
“As an IT service provider operating throughout Germany, we offer a broad portfolio of products and services to our customers. Linkando supports our sales team by providing customer-journey-oriented playbooks that help us quickly identify customer needs and promptly connect them with the right subject matter experts.”
Customer Testimonial · B2B
“Sales playbooks can do more than just make direct sales more efficient. With the right guidance, resellers and the entire channel ecosystem can also become more successful. The partner mode of the Linkando solution is ideal for this.”
Customer Testimonial · Financial Services
“Linkando Playbooks have become an integral part of our sales process. The employee playbooks, in particular, are very effective in helping our team conduct conversations with individual customers and existing clients in a more structured, confident, and efficient manner. In addition, we’re using the customer playbooks very successfully in the automotive sector. This allows us to guide customers through relevant questions in a targeted manner, identify potential more quickly, and uncover new sales opportunities within our existing customer base. Overall, Linkando noticeably simplifies our day-to-day sales work and directly contributes to better results. We are absolutely convinced of the value of this solution.”
Customer Testimonial · Financial Services
“What I really like is that when it comes to automotive topics or other financial and insurance questions, I can send customers a personalized playbook without having to schedule a consultation right away. Customers fill it out at their own pace and can already see initial results for themselves. I receive the relevant data back along with a preliminary assessment. This way, I’m much better prepared for the actual meeting, and we don’t waste time simply gathering information.”
Prepare · Practice · Apply · Reflect
01
Standardize
Make questions and information available. With playbooks, you can document what's important in a conversation.
02
Empower
Practice handling difficult situations. During AI training, your team conducts pre-planned conversations over the phone.
03
Activate
Stay on track during conversations. Use guidelines and relevant knowledge during real conversations with customers.
04
Improve
Identify the next focus area for practice. Available evaluations provide insights for reflection and coaching.
To ensure compliance with data protection regulations, how you use the software is also important. Clarify the purpose, legal basis, access rights, and retention periods for your specific use case. The applicable data protection and contractual documents serve as the basis for this.
Inform all parties involved in advance about how the AI will be used and what data will be processed. Obtain the necessary consent before processing begins. Secretly recording conversations is strictly prohibited.
Process only the data you need and are permitted to use for the specific purpose. Additional requirements apply to sensitive information, such as health data. Whenever possible, use fictional or anonymized cases in your training.
Determine who is authorized to view content and reports. Check whether a data processing agreement is required and what internal approvals you need. If necessary, involve data protection officers and the works council.
No. Verify that AI-generated recommendations are accurate and appropriate for the specific case. They do not replace your professional review or your legal obligations regarding advice and documentation. You remain responsible for the advice you provide.
Use only content for which you have the necessary rights of use. Also be mindful of confidentiality and personal information in documents. This applies equally to materials from clients, employers, or other trainers.
The rights you have depend on the specific processing activity. The Privacy Policy explains your rights and responsibilities. You can contact Linkando's privacy officer at datenschutz@linkando.com.
Your Next Step
Try Linkando AI for free and discover how the four areas work together.
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