Recall.ai
On TrackProgress Assessment
Recall.ai has grown from $2.6M ARR at coaching start to $30M ARR as of March 2026, representing over 1,000% growth across the engagement. The business achieved its first-ever $2M net new logo quarter in Q4 2025, closed a $1.15M Metaview expansion deal in Q1 2026, and is tracking toward a $60M ARR target by end of 2026 — though Q1 missed bookings targets due to Salesforce delays and a 60% ACV drop in new business. Momentum remains strong with recruiting vertical firing (Rippling, Ashby, Greenhouse, Metaview all closed at six figures), ARR run rate at $30M, and the sales team scaling from one to four reps.
Revenue (ARR)
Coaching since Jan 2024Open Threads 9
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Hire player-coach sales manager for Velocity team (70% selling, 30% managing)
Since 2026-04
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Recalculate all comp targets after identifying revenue metrics were backwards-weighted as revenue instead of run rate
Since 2026-04
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Build relationship with Andy (Zoom ISV Exchange) through in-person SF office meetings to educate on referral and resale opportunities
Since 2026-02
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Hire external Microsoft advisor to facilitate introductions to Charles Lamanna and Vic Singh beyond Bessemer's reach
Since 2026-02
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Justin to implement monthly financial tracking with wife similar to Kevin's personal net worth system
Since 2026-01
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Justin to initiate date night with wife to rebuild connection and address relationship deterioration
Since 2026-03
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Shift primary sales measurement from bookings to logos segmented by channel and recalibrate quota structure accordingly
Since 2026-04
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Address D. Chang's unprofessional behavior undermining Amanda — either immediate attitude correction or removal
Since 2026-03
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Amanda to build stable relationships outside work (e.g. regular time with younger sister) to reduce emotional dependence on work colleagues
Since 2026-03
Stalled Initiatives 1
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Microsoft Teams relationship development
Identified need to reach senior Microsoft contacts (Rajesh, then Charles Lamanna and Vic Singh) across multiple sessions with no confirmed introductions or relationship progress reported
First raised 2025-11 · last mentioned 2026-02
Resolved
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Zoom RTMS partnership and pricing negotiation
Resolved Apr 25
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Salesforce enterprise deal closure
Resolved Apr 25
Playbook Gaps
Topics not yet covered in coaching sessions:
Covered:
Sales Call Patterns
No call reviews on file for this client.