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Live Methodology Tracking

During a live call, Qubi tracks your sales methodology coverage in real time, showing which items you've addressed and which still need attention.

How it works

On the left side of the live call view, you'll see your active methodology checklist. As the conversation progresses:

  • Covered items are checked off automatically when Qubi detects you've addressed them
  • Uncovered items remain visible so you know what ground you still need to cover
  • Progress updates happen live, so you always know where you stand

Supported methodologies

Qubi supports several popular sales methodologies out of the box:

MethodologyFocus
MEDDPICCMetrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition
BANTBudget, Authority, Need, Timeline
SPINSituation, Problem, Implication, Need-Payoff
ChallengerTeach, Tailor, Take Control
SandlerPain, Budget, Decision

Your admin selects which methodologies are enabled for your team in Settings > Templates.

Why it matters

Without methodology tracking, it's easy to leave a call having missed a critical qualification step. With Qubi's live tracking:

  • Never forget a key question: see what's uncovered before the call ends
  • Build better habits: consistent methodology use leads to higher win rates
  • Coach yourself in real time: no need to wait for a post-call review
info

The methodology checklist is also available in your post-call review, where Qubi provides evidence for each item, including the exact quote and timestamp where you addressed it.