Sales Coaching

Cold Call Coaching — The Complete 2026 Manager Playbook

The 5 stages of a great cold call, a 12-dimension scoring rubric, the 30-60-90 plan for new SDRs, the top 8 objections with response frameworks, live vs post-call review, and how AI auto-scores cold calls.

Nilansh Gupta

May 27, 2026 · 20 min read read

Quick Answer

Cold call coaching is the structured practice of reviewing an SDR's outbound calls against a defined rubric and giving them one specific behaviour to change before the next call. Effective programs share three traits: a published 10–14 dimension scoring rubric, a fixed cadence of 1–2 coached calls per rep per week, and a strict "one behaviour per session" rule. Teams that adopt this discipline lift connect-to- meeting conversion by 40–60% in 90 days. The most common failure mode is the manager dumping 6–8 critiques after a single call — the rep nods, then changes nothing.

Key Takeaway

  • Cold call coaching is structured review of outbound calls against a published rubric with one behaviour change per session.
  • Every cold call has 5 scorable stages: Opening → Pattern Interrupt → Reason → Discovery → Next Step.
  • The biggest manager mistake is dumping 6–8 critiques after one call — the rep nods and changes nothing.
  • Use a 12-dimension rubric scored 0–3 per dimension; treat 24+/36 as "great," below 18 as "rebuild."
  • Run a 30-60-90 ramp for new SDRs: mechanics first, then reason + discovery, then objections + next steps.
  • Live coaching wins for new reps and high-stakes calls; post-call review wins for pattern detection — use both.
  • AI removes the scoring tax so managers spend their time on the actual behaviour-change conversation, not on filling rubric cells.

What cold call coaching actually is (and why most managers do it wrong)

Cold call coaching is the structured practice of reviewing an SDR or AE's outbound cold calls against a defined rubric and giving them feedback they can act on by their next call. That definition is short, but every word in it matters — and every word is where most managers go wrong.

Structured means there is a published rubric. Most managers coach cold calls informally — "your opening was weak, your discovery was rushed, your next step was vague." That is not coaching; that is reaction. Without a rubric, two managers coaching the same call will give two different sets of feedback, and the rep cannot tell which feedback is a consistent expectation versus this week's pet peeve. The first deliverable of any cold call coaching program is the rubric itself.

One behaviour they can act on by the next call is the second non-negotiable. The most common cold call coaching mistake — across the 350 calls we analyzed in our sales call best practices dataset and across the dozens of SDR teams we have watched coach in the wild — is the 8-critique dump. Manager listens to one call. Manager identifies opening was off, pattern interrupt was missing, talk ratio was too high, discovery was shallow, two objections were dropped, the next step was vague, and the rep used three filler words too many. Manager shares all 8. Rep nods. Rep changes nothing because they cannot prioritise.

This is also where coaching diverges from the broader sales coaching complete guide motion. Account-executive coaching can absorb a multi-dimension review because the cycle is long and the rep has weeks before the next equivalent moment. Cold call coaching does not have that luxury — the rep dials again in 4 minutes. One behaviour, isolated, re-scored on the next call, is the only loop that actually changes rep behaviour at scale.

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stages of a cold call worth scoring
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connect-to-meeting lift in mature SDR programs
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B2B calls in our 2026 coaching dataset
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behaviour per coaching session (non-negotiable)

The 5 stages of an effective cold call (Opening → Pattern Interrupt → Reason → Discovery → Next Step)

Every cold call worth coaching has the same five stages in the same order. Treating the call as a single blob — "the call went well" or "the call went badly" — robs the rep of the ability to know which stage broke. Score each stage independently.

Stage 1 — Opening (first 8 seconds)

The opening's only job is to buy you the next 20 seconds. Clean introduction, company name spoken clearly, no apologetic preamble. The most common opening failure is what we call the "sorry to bother you" tax — the rep apologises for calling, which signals low-value and primes the prospect to decline. Good: "Hi [name], it's Maya from Nimitai." Bad: "Hi, sorry to bother you, I know you're busy, I'm calling from a company called…"

Stage 2 — Pattern Interrupt (next 10 seconds)

The brain auto-declines unfamiliar calls. The pattern interrupt is the line that disrupts that reflex by acknowledging it directly. The strongest pattern interrupts are permission-based: "Can I take 27 seconds to tell you why I called, then you can decide if this is worth two more minutes?" Permission interrupts work because they hand control to the prospect, which paradoxically increases the rate at which they keep listening.

Stage 3 — Reason for the call (next 20 seconds)

One specific reason, tied to this prospect's role and company, not a generic value prop. "I'm calling because [specific trigger or observation about their company]" beats "we help companies like yours improve sales performance" every time. The trigger can be a funding round, a job posting, a leadership change, a product launch, or a public-data signal — the specificity is what earns the next 60 seconds.

Stage 4 — Discovery (next 90 seconds)

Two or three open questions designed to surface a real problem, not to qualify budget. BANT-style "what's your budget for this" questions in the first 2 minutes of a cold call are a near-perfect signal that the rep has not earned the right to ask. Discovery on a cold call is much shallower than discovery on a discovery call — it is enough to confirm the trigger is real and that this prospect has a stake in it.

Stage 5 — Next step (last 30 seconds)

Specific calendar ask with two time options. "Does Tuesday at 2 or Thursday at 11 work to dig in for 20 minutes?" Vague next steps ("let me send some info") are the most common reason promising cold calls never become meetings. The next step must be a calendar invitation with a defined duration and a defined agenda.

Scoring the 5 stages

Score each stage independently 0–3 on every coached call (max 15). A 12+ call is a "great" cold call. An 8–11 call is "good with one clear gap." A 0–7 call is "rebuild from the rubric." The shape of the score matters more than the total — a 12 with the Opening at 0 is more concerning than a 10 with every stage at 2.
What kills programs

The 7 cold call coaching mistakes that kill rep confidence

Coaching is supposed to lift rep performance. Done badly, it shreds rep confidence and increases SDR attrition — which is already the highest in any B2B sales role. Avoid these seven failure modes.

1

Dumping 6–8 critiques after a single call

The single biggest mistake. The rep cannot act on 8 things by the next dial. Pick one. Re-score it on the next call. Move to the next dimension only after the first one moves.

2

Coaching the call without playing the recording

Managers coach from memory or from their notes during a sit-in. The rep does not hear what the manager heard. Coaching against the recording — or transcript — forces shared ground truth and prevents the rep from rationalising.

3

Coaching only the bad calls

Reps need to know what "great" sounds like in their own voice, not just in the top rep's voice. Coach a great call once a week — what worked, why, and how to replicate the move.

4

Generic feedback ("be more confident")

Tell the rep exactly what to do differently. "Drop the apologetic preamble and lead with your name and company" is coachable. "Sound more confident" is not.

5

Public coaching in team huddles

Calling out a specific rep's weak call in a public Zoom kills psychological safety. Use anonymised clips for team learning; coach individuals in private 1:1s.

6

Coaching without a published rubric

Without a rubric, every coaching session feels arbitrary. The rep cannot tell which feedback is a consistent expectation vs this week's pet peeve. Publish the rubric on day one of the program.

7

Skipping the re-score

Coaching without a re-score is venting. The discipline that actually changes behaviour is: identify a gap, isolate it, re-score the same dimension on the next call. Track the score over time per rep per dimension.

Live cold call coaching vs post-call review — when each wins

"Should I coach live or after the fact?" is one of the most common questions from new SDR managers. The honest answer is: both, for different jobs. Here is the breakdown.

Live coaching

Live coaching happens during the call — either through a whisper channel (manager joins the call muted and speaks only into the rep's ear), through a side-bar chat, or through an AI-powered system that surfaces cues to the rep in real time. Live coaching prevents bad habits from setting because the rep gets the correction before the moment passes.

Use live coaching when: the rep is in their first 30 days, the account is high-value enough that one call matters, or you are testing a brand-new script. Live coaching is expensive per minute — a manager listening to a single rep cannot scale beyond a few calls per day — so reserve it for cases where the per-call ROI is high.

Post-call review

Post-call review happens after the call ends, working from the recording, transcript, and any auto-scored fields the recording platform generates. Post-call review is better for pattern detection across 20+ calls per rep per week — you can see whether the rep's objection handling is weak across many calls, not just whether one call broke.

Use post-call review when: the rep is past their first 30 days, you want to track scoring trends over time, or you need to compare reps against each other on a specific dimension. Post-call review scales — a manager can coach 5 reps with one hour of focused review per week per rep if the scoring is partially automated.

The AI tie-breaker

Real-time AI objection handling and AI auto-scoring blur the live/post-call line. AI scores every call automatically against the rubric. The manager reviews only the calls that scored below threshold on the dimension the rep is currently working on. Live cues fire only when the rep is on a high-stakes account or hits a specific objection the team is currently coaching against. Most mature SDR programs in 2026 use this hybrid: AI on 100% of calls for scoring, live cues on 5–10% of calls for high-stakes moments, manager review on 2–3 calls per rep per week for trend conversations.

The 30-60-90 cold call coaching plan for new SDRs

New SDRs need a coaching ramp that respects what they can absorb. Throwing the full 12-dimension rubric at a rep on day one guarantees overwhelm. The 30-60-90 plan layers in dimensions in order of how much they affect connect-to-meeting conversion. Pair this ramp with a strong sales onboarding playbook covering product, ICP, and tooling.

Days 1–30 — Mechanics and confidence

Focus exclusively on Stages 1 and 2 of the cold call: opening and pattern interrupt. Target 40 dials per day. Coach 2 calls per week per rep. Score only 3 dimensions: clean introduction within 8 seconds, permission-based pattern interrupt, calm tone under rejection. Deliberately ignore discovery quality and meeting conversion at this stage — the rep needs reps before refinement. Most managers compress this phase to 14 days and then wonder why discovery feedback is not landing in week 4. Discovery feedback lands when the rep is no longer thinking about whether their opening sounds confident.

Days 31–60 — Reason for the call and discovery

Add Stages 3 and 4. Target 60 dials per day. Coach 2 calls per week. Add 5 dimensions to the scorecard: specificity of the reason for the call, role-tied personalisation, open vs closed discovery questions, talk-listen ratio in the discovery section, and depth of one follow-up question. Begin tracking connect-to-meeting conversion as the leading indicator — but do not set a quota on it yet. The rep is still ramping into full dial volume, and a conversion-rate quota in days 31–60 incentivises the rep to game the call (push for the meeting before discovery is real).

Days 61–90 — Objection handling and next steps

Add the last two scorecard dimensions: objection handling fluency (top 8 objections with confident frameworks, not scripts) and next-step specificity. Target full dial volume — 80–100 per day depending on motion. Coaching cadence reduces to once per week, but add a 30-minute objection role-play group session weekly. By day 90, the rep should be hitting at minimum 70% of a tenured rep's connect-to-meeting rate. If they are below 50%, the issue is almost always either the opening (still apologetic) or the reason for the call (still generic) — re-coach those before adding any further dimensions to the rubric.

The day-90 decision

By day 90, a rep should either be on track or be in a performance plan. The most expensive mistake in SDR management is letting a struggling rep coast from day 90 to day 180 — the cost is the meetings they did not book, plus the slot they occupied that could have been a stronger hire. Coach hard for 90 days; decide clearly on day 90.

See AI auto-score every cold call your team makes

Nimitai listens to every dial, scores it against your 12-dimension rubric, and surfaces the one behaviour each rep should work on next. No more managers coaching from memory.

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Cold call objection handling coaching (top 8 objections + response frameworks)

The bulk of meetings lost on a cold call are lost on objections in the first 90 seconds. Reps who freeze on objections — or who scramble through a memorised script — lose disproportionately to reps who have internalised a framework they can flex. The best frameworks are not scripts; they are 3-part patterns the rep can speak in their own voice. See our deeper coverage of AI objection handling for the full objection taxonomy. Below are the top 8 cold-call objections and the framework that works on each.

1. "Now is not a good time"

Framework: Acknowledge → Anchor to brevity → Permission. "Totally understand — you didn't ask me to call. Can I take 30 seconds to tell you why I picked up the phone today, then you can decide if it's worth two more minutes?" Wins because it concedes the rep's position and asks for the smallest possible commitment.

2. "We already use [competitor]"

Framework: Acknowledge → Differentiation question → Discovery pivot. "Good to know — most teams I speak to are using one of three tools. Quick question: was [their tool] chosen because it solved [specific problem], or because it was already in the stack when you joined?" Wins because it does not attack the incumbent; it surfaces whether the incumbent was a deliberate choice or an inheritance.

3. "Send me some info"

Framework: Acknowledge → Reframe → Calendar. "Happy to — and I'll send something tailored rather than the generic deck. So I send the right thing, can I ask two quick questions about your team?" Then either pivot into a real discovery or, if the prospect blocks again, offer "10 minutes on the calendar so we don't ping-pong email" as the next step.

4. "I'm not the right person"

Framework: Believe them → Ask for the right name → Earn a referral. "Got it, appreciate the honesty. Who on your team owns [outcome you sell into]? And — if I mentioned we spoke, would they be okay with that?" The second question converts a referral into an internal validation.

5. "We're not looking at this right now"

Framework: Reframe time horizon → Anchor to event. "Makes sense — most teams I speak to aren't actively shopping. The reason I called isn't to sell you today, it's to plant a flag for when [specific event in their world — Q3 planning, headcount growth, contract renewal] makes this relevant. Worth 15 minutes to map?"

6. "What's this about?" (impatient)

Framework: Direct answer → Specific trigger → Permission to continue."[One-sentence reason tied to a specific trigger you noticed about their company.] Is now the worst time, or do you have a minute?" Wins by respecting the prospect's request for directness while asking permission to continue.

7. "Just email me"

Framework: Confirm email → Anticipate the gap → Calendar. "Sending now — and because cold emails get buried, would 10 minutes on Thursday be easier to walk through the one slide that matters?" The framing — "the one slide that matters" — gives the meeting a value floor.

8. "How did you get my number?"

Framework: Direct honesty → Pivot to value → Permission. "Totally fair to ask — I found you through [source]. The reason I called is [specific reason]. Can I have two minutes to make sure I'm not wasting yours?" Honesty disarms the friction faster than any clever pivot.

Cold call scoring rubric — 12 dimensions to grade against

Here is the 12-dimension rubric we recommend for any SDR cold call coaching program. Each dimension is scored 0–3, giving a per-call total out of 36. Most teams use 24+ as "great," 18–23 as "good with one gap," and below 18 as "rebuild."

1

Opening

Clean intro with name and company within 8 seconds. No apologetic preamble. Score 3 = textbook open; 0 = apology or stumble.

2

Pattern interrupt

Permission-based line that breaks the auto-decline reflex. Score 3 = explicit permission ask; 0 = no interrupt attempted.

3

Reason for the call

Specific trigger tied to this prospect, not a generic value prop. Score 3 = company-specific trigger; 0 = generic pitch.

4

Role personalisation

Did the rep tie the reason to this person's actual role and stake? Score 3 = role-specific framing; 0 = role-agnostic.

5

Discovery question quality

Open questions that surface a real problem. Score 3 = 2+ open questions, no BANT in the first 90 seconds; 0 = budget-first or none.

6

Talk-listen ratio

Rep talks 40–55% of the discovery section. Score 3 = within range; 0 = above 75% or below 25%.

7

Follow-up depth

Did the rep ask a real follow-up to the prospect's answer? Score 3 = went 2 layers deep; 0 = moved on after first answer.

8

Objection handling

Did the rep use a framework, not a script, and stay calm? Score 3 = framework + calm; 0 = froze or argued.

9

Tone under rejection

Did the rep stay warm and steady on objections and hang-ups? Score 3 = consistent tone; 0 = noticeable shift to defensive.

10

Next step specificity

Calendar ask with two time options and a defined agenda. Score 3 = booked or near-booked; 0 = "let me send some info."

11

Brevity

Did the rep say more in fewer words? Score 3 = tight, no filler; 0 = rambling, filler-heavy.

12

Call control

Did the rep direct the call vs let the prospect drift? Score 3 = clear control with warmth; 0 = passive or pushy.

One critical rule for using this rubric: do not score all 12 dimensions on every coached call when working with a rep who is actively trying to fix one specific behaviour. Score the dimension they are working on plus the 2–3 that surround it. Full 12-dimension scoring is for monthly trend reviews, not weekly coaching sessions.

Cold call coaching templates — paste-ready frameworks

Below are the three templates we hand to every SDR manager standing up a coaching program. Copy them, customise them, and publish them to your team's playbook.

Template 1 — Weekly coaching session agenda (20 minutes)

Copy this template

Rep: [name]
Date: [YYYY-MM-DD]
Call coached: [link to recording]
Behaviour we are working on this week: [single dimension]

Minute 0–3   — Rep self-scores the call against the focus dimension
Minute 3–10  — Listen to the 2 most relevant moments together
Minute 10–15 — Manager shares one specific behavioural change
Minute 15–20 — 5-minute role-play of the change, end with calendar
              ask for next coaching session

Score for the focus dimension this week: [0/1/2/3]
Score for the focus dimension last week:  [0/1/2/3]
Trend: [up / flat / down]
Next-week focus: [same dimension if score is flat or down; next dimension if up]

Template 2 — Public scoring rubric (publish to the team wiki)

Copy this template

Dimension                | 0 = absent        | 1 = weak          | 2 = solid         | 3 = exemplary
Opening                  | apology/stumble   | slow intro        | clean 8-sec open  | textbook open
Pattern interrupt        | none              | weak attempt      | permission ask    | confident interrupt
Reason for the call      | generic pitch     | vague role tie    | role-tied         | role + trigger tied
Discovery question       | BANT-first        | one closed q      | one open q        | 2+ open qs
Talk-listen ratio        | >75% or <25%      | 56–74% or 26–39%  | 40–55%            | 40–55% w/ silence
Follow-up depth          | none              | surface           | one layer         | two+ layers
Objection handling       | froze/argued      | scripted          | framework         | framework + calm
Tone under rejection     | defensive         | noticeable shift  | steady            | warm + steady
Next step                | "send info"       | vague time        | calendar ask      | calendar ask + agenda
Brevity                  | rambling          | filler-heavy      | tight             | tight + memorable
Call control             | passive           | pushy             | warm control      | warm + curious
Role personalisation     | none              | generic title tie | role-stake tied   | role + outcome tied

Template 3 — Daily rep self-coaching prompt (5 minutes end of day)

Copy this template

End-of-day self-coaching — 5 minutes

1. Which call today felt the best? Why? (1 sentence)
2. Which call felt the worst? Why? (1 sentence)
3. On my focus dimension this week, what was my best moment today?
4. On my focus dimension this week, what was my worst moment today?
5. What single thing will I do differently tomorrow?

Tomorrow's commitment: ____________________

Combined with manager-led weekly sessions, daily self-coaching builds the metacognitive habit that separates reps who plateau from reps who keep improving. For broader rep- development frameworks beyond cold calls, see our guide to how to coach sales reps.

The AI wedge

How AI changes cold call coaching (real-time cues, auto-scoring, pattern detection)

For a decade, cold call coaching was bottlenecked by a single fact: managers cannot listen to 100 calls per rep per week. Coaching was always a sample — 2–3 calls per rep per week, chosen mostly at random — and the patterns hidden across the other 97 calls went uncoached. AI has changed that bottleneck in three distinct ways.

1. Auto-scoring on 100% of calls

An AI meeting assistant can score every cold call automatically against the 12-dimension rubric — opening within 8 seconds, talk- listen ratio, discovery question count, objection handling structure, next-step specificity. Managers stop spending time scoring and start spending time on the only thing they uniquely do: helping the rep change one behaviour. The score itself becomes a commodity; the conversation around the score becomes the deliverable.

2. Real-time cues during the call

On high-stakes calls — strategic accounts, new-rep first dials, calls where the team is testing a new pattern interrupt — AI can fire real-time cues to the rep: "talk ratio is at 78%, ask a question," "you missed the objection about pricing — try the acknowledge-anchor framework," "you have not asked for the calendar yet." Live cues convert post-call coaching feedback into in-call behavioural change.

3. Pattern detection across reps

AI surfaces patterns no human can see across 5,000 weekly calls. "Every rep on the team scores below 2 on Discovery Question Quality after a 'send me some info' objection — this is a team-level training gap, not a rep-level one." Pattern detection is what converts coaching from individual feedback into program-level rep development.

What AI cannot do

AI does not replace the manager. The rep still needs a human to tell them which behaviour to fix next, to role-play the change, and to hold them accountable to the re-score. AI removes the scoring tax so the manager can spend their time on the actual coaching conversation. Teams that try to fully automate cold call coaching see the rubric adopted but the behaviour change does not follow.

Common cold call coaching mistakes managers make

Beyond the seven confidence-killing mistakes covered earlier, there is a second tier of mistakes that come from the manager's side — structural choices about how the program is run that quietly undermine results. Watch for these.

1

Inconsistent coaching cadence

Coaching cadence that varies week to week — sometimes 2 sessions, sometimes 0 because the manager is in board prep — teaches reps that coaching is discretionary. Lock the cadence on the calendar at the start of the quarter and treat it as a customer commitment.

2

Coaching against last quarter's rubric

Rubrics need to evolve as the team's motion evolves. If you launched a new product or shifted ICP and the rubric still tests against the old script, reps coached well against the rubric still miss against the new market.

3

No public ladder of "great looks like"

Reps need to hear what a great call sounds like in their team's voice — not in a generic SaaS sales course. Publish 1 anonymised "great call" per week with a short note on why it was great. This is the single highest-ROI activity in any cold call coaching program.

4

Coaching the top reps less than the bottom reps

The default failure mode is to spend 80% of coaching time on the 20% of reps who need rescue. Top reps deserve coaching too — and the lift from coaching a top rep from a 28/36 to a 32/36 is larger in absolute meeting terms than fixing a 12/36 rep to a 16/36.

5

No tie between coaching and forecast

If coaching scores are not linked to expectations on conversion-rate or meeting-volume targets, coaching becomes a parallel activity to the work that actually gets measured. Tie the score trend to the rep's monthly business review.

Frequently asked questions about cold call coaching

What is cold call coaching?

Cold call coaching is the structured practice of reviewing an SDR or AE's outbound cold calls against a defined rubric and giving them feedback they can act on by their next call. Effective programs combine a published 10–14 dimension scoring rubric, a fixed cadence of 1–2 coached calls per rep per week, and a strict "one behaviour per session" rule that prevents the rep from being overwhelmed.

How do you coach a cold caller without crushing their confidence?

Pick one behaviour per session, not eight. Coach against a recording so the rep hears what you heard. Coach great calls too, not just bad ones. Be specific — "drop the apologetic preamble and lead with your name and company" lands; "be more confident" does not. And do every coaching session in private; never call out a specific rep's weak call in a public team huddle.

What are the 5 stages of an effective cold call?

Opening (clean introduction in 8 seconds), Pattern Interrupt (permission-based line that breaks the auto-decline reflex), Reason for the call (one specific trigger tied to this prospect), Discovery (2–3 open questions to surface a real problem), and Next Step (calendar ask with two time options and a defined agenda). Score each stage independently 0–3 on every coached call.

How often should I coach my SDR team's cold calls?

Twice per rep per week for new SDRs in their first 90 days. Once per rep per week for tenured SDRs. Sessions should be 20–30 minutes, focused on 1–2 specific calls and one behavioural change. Coaching more than twice a week creates feedback fatigue; less than once a week means bad habits lock in across hundreds of dials.

Live cold call coaching vs post-call review — which is better?

Both. Live coaching wins for new reps (first 30 days), high-stakes accounts, and testing new scripts — it prevents bad habits from setting. Post-call review wins for pattern detection across 20+ calls per week and tenured rep development. Mature SDR programs in 2026 use AI for 100% auto-scoring, live cues on 5–10% of calls, and manager review on 2–3 calls per rep per week.

How does AI change cold call coaching?

AI auto-scores every cold call against the 12-dimension rubric, removing the scoring tax that bottlenecked cold call coaching at 2–3 calls per rep per week. It fires real-time cues on high-stakes calls so reps change behaviour in the moment, not in a review the next day. And it surfaces team-level patterns across 5,000+ weekly calls that no human could see. AI does not replace the manager — the human is still the one who picks the focus dimension, runs the role-play, and holds the rep accountable to the re-score.

Written by

N

Nilansh Gupta

Co-founder & CEO, Nimitai

Nilansh spent 6 months analyzing 350+ real B2B sales calls before founding Nimitai. He previously built Digitalpatron.in, a CRO consultancy for SaaS companies. Nimitai is incubated at IIT Ropar Technology Business Incubator and was named in India's Top 10 Innovations at Innopreneurs Season 12 by Lemon Ideas.

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