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Jeff Onboarding

nicolas@shipday.comFebruary 24, 2026

Scorecard

3.0

Discovery

6.0

Closing

5.0

Objections

4.5

Overall

Conversation Metrics

Talk/Listen Ratio

Ideal: 40-60%

Questions Asked

Ideal: 10+

Longest Monologue

Ideal: <2 min

Filler Words

Ideal: <10

35m

Duration

AI Coaching Summary

This was a technical onboarding call where Nicolas walked Jeff through setting up Shipday integration with his Toast POS system for delivery management. The call covered system configuration, delivery zones, pricing, and feature setup.

Coaching Moments

This was primarily an onboarding call, but could have included more discovery about business goals and pain points

Could have better connected features to specific business benefits throughout setup

Maintain more conversational tone during technical setup to keep customer engaged

Pain Points Identified

Need for delivery management integration with Toast POS

We're going to grab the API key, head back to Toast, and I'm going to move these towards the right, if you don't mind.

Sentiment Trajectory

Transcript

discoverydemopricingobjectionclosingvalue discussion
Nicolas R.00:00:00

Thank Hello, Jeff?

jeffkinder00:00:54

Can you hear me?

Nicolas R.00:00:56

Yep.

Nicolas R.00:00:57

Loud right there.

Nicolas R.00:00:57

Sounds good.

jeffkinder00:00:59

you.

Nicolas R.00:00:59

Thank

Nicolas R.00:00:59

All right.

Nicolas R.00:01:00

Give me just a second.

Nicolas R.00:01:01

I'm trying to move us to a private room because we're currently in the lobby.