Directives lost in email threads
Objectives get announced in Monday meetings and buried in Slack channels. Field reps forget what they're supposed to focus on by Wednesday.
Sales Directives
Set sales team directives.
Track compliance automatically.
Define sales objectives with specific checkpoints. Reedly's AI evaluates every field report against active directives and surfaces a compliance score — no manual review needed.
Active
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✓
Mention Greece as a destination 87% ✓
Present early booking rates 72% ~
Get a volume commitment 34% Challenge
Directives get communicated.
Execution never gets tracked.
Sales managers issue objectives — new product focus, discovery questions, competitor intel. But there's no systematic way to verify what's actually happening in the field.
No visibility into execution
Managers have no idea if reps are asking the right questions, mentioning new products, or gathering competitive intel until the quarterly review.
Manual report review doesn't scale
Reading through dozens of reports to check if directives were followed takes hours. Most managers simply don't have the time.
How it works
Define once.
Track everywhere.
Create directives with specific checkpoints. The AI automatically checks each report and flags what was covered — or missed.
1
Define your sales directives
Create directives with clear checkpoints: discuss new product line, qualify budget, ask about current provider, gather competitive pricing. Set them active across your territory or specific reps.
2
Reps record meetings as usual
Field salespeople use Reedly to record client meetings. They don't need to remember every directive — the AI does the checking for them after the meeting.
3
AI evaluates compliance automatically
The AI scans each report against active directives and surfaces a compliance score. Managers see at a glance which objectives were met and what was missed across all meetings.
Benefits
Turn objectives into trackable execution.
Directives that actually get followed
When reps know their reports are evaluated against objectives, execution improves. Checkpoints turn abstract goals into concrete actions.
Instant compliance visibility
See which directives are being executed and which are being ignored — across the entire team, without reading a single report manually.
Coach with real data
Identify which reps consistently miss key checkpoints. Base coaching conversations on objective compliance scores, not gut feeling.
Adapt strategy faster
If a directive shows low compliance across the board, you'll know immediately. Adjust messaging, provide training, or revise the objective before the quarter ends.
No extra work for field reps
Salespeople don't fill out compliance checklists. They record meetings as usual — the AI handles evaluation automatically from the report content.
Objective performance measurement
Replace subjective report reviews with consistent AI evaluation. Every directive is checked the same way across every report, every time.
Use cases
Real directives. Real tracking.
New product launch rollout
Create a directive with checkpoints: mention Product X, explain key differentiator, gauge interest level. Track adoption across the sales team week by week.
Competitive intelligence gathering
Set a directive to identify current providers, pricing information, and pain points with existing solutions. See which reps are uncovering intel and which aren't.
Discovery methodology enforcement
Define checkpoints for your qualification framework: budget confirmed, decision process mapped, key stakeholders identified. Measure adherence across the pipeline.
Compliance and documentation
For regulated industries, create directives ensuring required topics are covered: contract terms discussed, compliance requirements addressed, documentation provided.
FAQ
Frequently asked questions
The AI analyzes the content of each report section against the checkpoints you've defined. It identifies whether topics were discussed, questions were asked, or information was gathered — then assigns a compliance score based on how many checkpoints were met.
Yes. You can assign directives to specific reps, territories, or the entire team. This allows you to tailor objectives based on product focus, market segment, or rep experience level.
That's configurable. You can choose to show reps their own scores to encourage self-improvement, or keep evaluation visible only to managers for coaching purposes.
The AI evaluates based on whether the topic was applicable. If a checkpoint doesn't make sense for a particular meeting type or client profile, it won't negatively impact the score.
Yes. The Manager Hub shows compliance trends by directive, by rep, and by time period. You can see if execution is improving, declining, or staying consistent as campaigns progress.
The more specific, the better. Instead of 'discuss pricing,' use 'confirm budget range and decision timeline.' Clear checkpoints produce more accurate AI evaluation and more actionable insights.
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