Changelog
What we shipped
Sara and Revenue OS get better every week. Here is everything new, in plain words, newest first.
Week of October 16 to 22
I now chat live on your website
Add one line of code and I appear as a chat button, answer visitors, collect their name, email and mobile number, and send a follow-up text the moment they leave. Warm leads go straight to your calendar.
I now follow up on ServiceTitan leads
For contractors using ServiceTitan, I text new bookings and leads within a minute and follow up on days one and three. I stop the moment your team books or dismisses the lead in ServiceTitan.
My call recordings now play inside HubSpot
Every call I log in HubSpot now includes the audio recording, so your team can play it directly from the contact without hunting for it elsewhere.
I follow up on content a lead already opened
When a lead opens something I sent and I have not messaged them since, my next follow-up asks a question about it, keeping the conversation relevant to what they already showed interest in.
I never send the same content twice
I now skip any piece a lead has already received and pick something fresh instead, so every follow-up your leads get is content they have not seen before.
Out-of-office replies no longer stop my email sequences
I now recognize automated out-of-office replies from Microsoft 365 mailboxes and keep the email sequence going. A real reply from that person still counts and I hand off normally.
I ask for contact info before sharing my number
When a lead asks to call me, I ask for their name, email and phone first so I can find them in your CRM. If they won't share, I offer to book a time with your team instead.
Practice briefing matches the real coaching card
The moment detail page and the Beat the Moment briefing screen now show the same card: the customer's words, the rep's real reply, where the sale slipped, and the suggested line to use instead.
Executed and Missed coaching cards front and center
On every reviewed call, Executed and Missed now appear side by side above the skill scores. Missed opens first so reps immediately see what to fix and the suggested language to use instead.
I now read your rep briefings on WhatsApp
Post an @Sara AI note on a contact in HubSpot and I will use it on WhatsApp, not just text. I can also send a file link from the note if the lead asks for it.
Managers now have daily tasks like reps do
On Revenue OS V2, managers and owners complete a daily role play and fulfill their day by logging a coaching action with their team. All of this counts toward the Compliance Score alongside rep activity.
Week of October 9 to 15
I now connect to Salesforce
I can read your Salesforce leads, text a new lead within a minute, and log every conversation back to their timeline. Setup guides walk you through the right steps for your system from the start.
I grow your prospect list from social ads
When someone comments on a Revenue OS ad or saves a conversation with me on Instagram or Facebook, I start a conversation, nurture them toward booking, and add them to a weekly email list automatically.
I draft, send, and track contracts for you
When an engaged lead is ready, I draft a contract and show it to you for approval. One tap sends the signing link by text, email, and WhatsApp. Payment links never expire, and I handle price pushback automatically.
Leaders see every rep's practice and minutes
A new team practice panel shows who is practicing, each rep's pitches, minutes, and scores over the last 30 days. The Mach Pitch card shows minutes used and remaining, and billing details are always accurate.
Email replies now work like texts
I now handle email the same way I handle texts: real handoffs, opt-outs honored across every channel, replies matched by thread, and one unified conversation per person so no one ever has to repeat themselves.
Team clients get their industry's flash card deck
Paying team clients now automatically have the Cashcards deck matched to their industry inside Stupar AI, so roofing, plumbing, HVAC, car sales, and other teams each get the right cards without any setup.
Stupar AI sidebar opens each section directly
The Stupar AI logo in the sidebar now opens a dropdown with every mode, each showing its color-coded icon and a short description. Clicking any section takes you straight there with that tab already selected.
I can add notes to any job in AccuLynx
I can now look up and add notes to any job in your AccuLynx account, not just jobs on today's calendar. I confirm the job by name and town before saving anything.
Call scores and coaching moments arrive faster
Uploaded calls now score immediately after transcription, so your team sees results right away. Beat the Moment also now quotes the exact customer line at the right moment in the recording.
Contract payment links never expire
A signed contract's payment link now works any time, even days later. Buyers who forward the link to a partner or return the next day reach the checkout without any extra steps from your team.
I alert your team by email and text too
When a lead is ready to book and your team has no Slack room set up, I now send your owners and managers an email and a text so no hot lead goes unnoticed.
I check your team's activity before I reply
I now read your team's GoHighLevel notes and messages before each reply, step back when your team is already handling a lead, stop texting numbers that cannot receive messages, and stop following up after a lead says no.
Team Command gives leaders a clearer dashboard
Managers now open to a status band showing team score, suite activity, and open coaching moments at a glance. A Nudge button appears next to any rep who has not finished today's task, and holidays show a clear notice instead of a blank.
Training plan builds and unlocks automatically
Revenue OS now tracks contract length, builds a day-by-day lesson calendar from your monthly courses, and releases each month on schedule with future months locked. Finish a month early and the next one opens right away.
Mach Pitch is more reliable mid-pitch
Mach Pitch now filters out the AI customer's voice so it is not mistaken for the rep, holds on through a dropped connection instead of ending the call, and prompts reps to reload when a newer version is ready.
Choose which phones get handoff alert texts
A new card in your integration settings lets you enter mobile numbers to receive a text whenever I hand a lead to your team. You also set the timezone for quiet hours.
Week of October 2 to 8
Practice pitches against a live AI customer
Reps pitch out loud to a realistic AI buyer who raises objections and makes a decision. Every session is scored, recorded, and coached like a real call. Managers can assign scenarios, set due dates, and track every rep's progress.
I now qualify and book leads on WhatsApp
I can have full sales conversations on WhatsApp, greeting, qualifying, and booking leads right in the channel they chose. For international leads on Instagram or Facebook, I ask for WhatsApp consent, record it, and send their prep page there once they book.
Your HubSpot status updates as I work leads
Your HubSpot contacts now reflect exactly where I am with each lead, from first message through replied, booked, and opted out, so your CRM stays current without any manual updates.
My emails use what you taught me, nothing invented
My opening email uses only real facts from a contact's record and your setup, with your pricing approach, tone, and booking link. I never invent details, and I book the call myself instead of promising someone will follow up.
Choose how long your call recordings are kept
Revenue OS now lets each account decide whether call audio is kept for 90 days, 1 year, 2 years, or indefinitely. Transcripts, scores, and coaching notes are never affected, only the recordings themselves.
Buy Mach Pitch practice minutes from your account
Owners and top managers can now purchase additional Mach Pitch practice minutes directly from My Account in two pack sizes. Usage, top-up balance, and overage are all visible in one place.
Call uploads score in minutes again
Uploaded calls now score in about 3 minutes as expected. A recent issue was causing them to sit unscored for hours or days.
Richer scorecards with deal summary and real data
Every call now shows a Deal Summary card with the final price and discount alongside the quote. The full AI coaching verdict appears on the Scorecard tab, talk ratio is measured from the actual audio, and each moment shows a clear Winning Move or Cost Money label.
New rubric template and one focused drill per weakness
Revenue OS now opens a complete, ready-to-publish scoring rubric when you create a new call type. When a call flags a weakness, reps get one targeted Moment replay drill instead of two overlapping ones.
I read form answers and stop repeating questions
I now read what a lead already filled out on your form before I reach out, so I never ask what they already told you. I also track what we have covered in the conversation and do not circle back.
Link scanners no longer silence my follow-ups
Automated scanners were registering as human clicks on my tracked links, which stopped me from following up with leads who had never actually clicked. I now correctly ignore those scanner hits.
I step back when your team handles leads directly
We can set hours when your team takes over inbound replies. During those hours I hold my messages so your reps and I are never talking to the same lead at the same time.
Week of September 25 to October 1
I now connect to Jobber with one click
Home-service businesses on Jobber can connect in one click. Tag a contact and I enroll them in outreach automatically, read your quotes and scheduled assessments, respect do-not-text settings, and write notes back after every conversation.
I now answer and handle phone calls
I handle inbound calls and qualify callers with questions about role, authority, and fit, then share what I learned with your team. I text or email callers mid-call, remember their history, speak expressively, and flag failed transfers immediately.
I send and read email through Microsoft 365
Connect your Microsoft 365 mailbox and I send and answer email from your own domain. I verify your SPF, DKIM, and DMARC records during setup so delivery issues are caught before your first message goes out.
Every scored call is logged in your CRM
Each scored call now appears as a call activity in your own CRM, with the summary, score, outcome, and a link to the call review. Re-scoring or re-linking a call updates the same record automatically.
Scored calls and risk scores appear in your CRM
Every scored call is logged in your CRM with the score, outcome, and a link to the review. Revenue OS also writes risk flags to HubSpot and shows leaders the dollar value of open deals where a coaching moment is unresolved.
Revenue OS brings all call coaching into one place
Recording, review, and practice now live in the Intel Suite. Transcripts label rep and customer correctly, coaching moments show the exact words to use, reps see the full call context before practicing, and alerts open the right moment instantly.
I remember leads and follow your own playbook
I carry what a lead shared on one channel into every other conversation so I never ask the same question twice. I also follow your pinned training guide, use your brief when texting, and send relevant blog posts as tracked follow-ups.
Amazon buyers unlock their CashCards instantly
Customers who bought CashCards on Amazon can enter their order number and email to get instant access. No more dead ends or missing emails for Amazon orders.
I book directly on your GoHighLevel calendar
I check your GoHighLevel calendar for open slots and book a consultation before sending the confirmation text. I also verify the booking in your CRM before telling a lead they are set, so no one is ever told they are booked when they are not.
Hot lead alerts reach your team by Slack and text
When I hand off a hot or urgent lead, your team gets a Slack message and a text with the lead's details, their replies in their own words, and a clear status like BOOKED or CALL NOW. We set up the connections for you.
See every lead I am working, live
Your live floor shows every lead I am contacting, their replies as they arrive, and a daily count of who is engaging and who is going quiet. Available to owners and managers.
I respect time zones and your team's open hours
Emails and texts go out timed to each lead's own clock, never at 3am their time. I only offer call times when your team is open, suggest the next available slot, and write every offered time in both the lead's zone and yours.
I follow up smarter and step back when needed
I reply instantly to new inbound leads, send gentle follow-ups when a lead goes quiet, and stop when someone is not a fit or in crisis. I step back for 24 hours when your team takes over, and never chase a lead who is already booked.
Week of September 18 to 24
I now text through your Quo number
If your business already texts from Quo, I can send and receive messages on your existing Quo number. Just connect your Quo API key and pick a number, no new carrier account or registration needed.
I now send and receive email through GoHighLevel
If your business runs on GoHighLevel, I can now send outreach emails from your GHL domain, read replies, and stop sequences when a lead writes back. You set it up yourself from the Manage Integration page.
I now reach international leads on WhatsApp
When a lead outside the US fills out your form, I send them a WhatsApp link so they can start a conversation with me there, keeping you compliant with Meta's rules and the conversation moving.
I pick up new CRM leads within minutes
When a new job lands in your work CRM, I reach out right away, just like I do for web leads. You can choose exactly which lead sources I respond to, and your own sources appear with counts so you know which ones matter most.
I email your team the moment I hand off
The instant I pass a lead to your team, I email every owner and manager with who the lead is, what they said, the recent conversation, and a direct link to open it. No lead sits waiting unnoticed.
I read your whole website before I start
I now crawl up to 25 pages of your site, pulling in your services, warranties, financing, and credentials. That knowledge goes straight into your knowledge base so I can answer leads accurately from day one.
Call minutes tracked accurately, with usage warnings
Revenue OS now counts each scored call's minutes exactly once. Owners receive a notification and email at 75% and 90% of their included hours, and can see projected overage costs in Team Command and My Account.
Build and manage scoring rubrics yourself
Revenue OS now lets owners run a Rubric Builder interview for any call type. Sara asks about the call and drafts a rubric ready for review. Publish it from the new Playbook tab and every call is scored against it from that moment on.
Set a ramp window for new reps
Revenue OS now lets owners give a new rep a ramp window of 1 to 14 days. The rep earns scores and appears on the leaderboard normally, but their numbers are excluded from team and org averages while they get up to speed.
Reps practice the exact moment they missed
After a scored Zoom or field call, reps get a Beat the Moment challenge built from their own call. Managers can waive moments, escalate repeated failures, and see exactly which reps and moments need attention in the morning digest.
Mark a recording as not a sales call
Managers can now remove a no-show, internal training, or personal recording from scoring and team numbers with one click. The recording stays visible so it can be brought back at any time.
Every call scored against its own rubric
Revenue OS now scores each call, including Zoom calls, against the rubric for that specific call type. Scores reflect your actual process, with strengths first and the top coaching points ranked by impact. Recordings with no real conversation are flagged as failed.
Week of September 11 to 17
Stupar AI closes prospects directly on your website
A visitor taps a button, Stupar AI asks what they sell, and hands back real objections from their own market before asking for the sale. The whole conversation happens on your site, in seconds.
Debrief a call and Stupar AI remembers it
After a call, tell Stupar AI how it went. You get back what worked, what cost you, and one next step, and it all folds into what the coach knows about how you sell.
Press to talk, Stupar AI types it for you
Tap the mic, say what happened, and your words appear in the message box ready to send. No more thumbing out a paragraph between appointments.
Cheat Code: your game plan before you walk in
Type what the meeting is about and get a quick briefing, what to say, what to ask, and how to handle objections, right before you walk in. Built for the moments just before a meeting starts.
SOS mode: exact words when a customer is waiting
Press SOS and the coach gives you exact words to say right now, no advice, no questions, just a short ready-to-say response to the objection in front of you. Built for the moment a customer is waiting.
Buy Stupar AI anytime, get instant access
Anyone can now purchase a Stupar AI subscription on their own, at any hour, and get a working account right away. No sales call needed.
Set the name and persona prospects hear from
You can now set a custom name and gender for the AI setter your prospects hear from. Every text, email, and sender name reflects that persona. I remain the default for any account that does not set one.
Bring your own Twilio number, go live yourself
If you already have a Twilio account, you can now connect it, pick your number, and turn on SMS through me yourself, no setup call needed. Your number stays yours.
View and export your consent and opt-out records
You can now view and export your texting consent records and opt-out list any time, without asking us. The page also shows exactly how I handle sending windows, daily limits, and STOP requests.
Dashboard leads with leaderboard and AI usage
Revenue OS now opens with the Company Leaderboard at the top, shows top role plays, your team's monthly AI allowances used and remaining, and a clear locked card when a module is not on your plan.
Pick your own HubSpot checkbox for Sara
HubSpot clients can now choose which checkbox in their own portal tells me to contact a lead. We confirm the field is real before saving, and show how many contacts have it ticked today.
See and control every automated play I run
A new Triggers desk shows every automated play I run, in plain language, with real send counts and recent decisions. Flip a switch to turn any play on or off, and I tell you exactly what changes and when.
I follow up by email when a text fails
If a lead's number is missing or no longer working, I switch to email so the conversation keeps going. No lead goes silent just because a text could not get through.
Deal Helper answers inside the chat composer
Reps can now get Deal Helper plays without leaving the conversation. A quick tap above the chat input pulls up the same guidance at the moment they need it, with no extra cost on their plan.
Report closed deals without a CRM connected
If you do not use a CRM I can read, you can now post a closed deal directly. Revenue I earn is shown as client-reported in your admin portal, separate from what we verify ourselves.
Every objection gets its turn before repeats
Reps now work through every objection in their pool before seeing any one again. Each rep gets a different order, so practice stays fresh and varied every day.
HubSpot contacts can now be texted, not just emailed
A second checkbox in HubSpot lets you send a contact to me for texting. Checking it on someone already in the email queue moves them to texting instead. I update a status field so you can see where each contact stands.
Dashboard shows limits, queue, and next send time
Your dashboard now shows separate daily limits for texts and emails, how many leads are waiting, how many are mid-conversation, and roughly when I will start sending again, so a quiet queue never looks like a problem.
Instagram desk ranks leads I can reach right now
Your Instagram desk now shows who is reachable right now, who is waiting on me, and who is qualified but quiet, with a countdown on Meta's 24-hour reply window. Revenue I have closed from Instagram is shown at the top.
Read every conversation I have with your leads
You can now open any conversation and read the full transcript with timestamps. Hot leads I have handed off pin to the top, and you can search by name, contact, or message text.
I introduce myself with your brand name
My opening texts and emails now use your brand name, the name your prospects actually know, rather than your account name. Your legal name still appears in email footers where it belongs.
I now reply to cold outreach responses
When a prospect replies to a cold email I sent, I now write back and pick up the thread. Before, those replies went unanswered with no alert.