Tina Onboarding
Scorecard
Discovery
Closing
Objections
Overall
Conversation Metrics
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Talk/Listen Ratio
Ideal: 40-60%
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Questions Asked
Ideal: 10+
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Longest Monologue
Ideal: <2 min
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Filler Words
Ideal: <10
1077m
Duration
AI Coaching Summary
This was an onboarding call for Tina from Cafe at Pharr to set up Shipday delivery management. Due to technical difficulties with Zoom, the call shifted to having Jaime set up the Toast integration directly using Tina's login credentials.
Coaching Moments
Have alternative screen sharing solutions ready and suggest credential sharing earlier
This was an onboarding call, but more discovery could have been done about current delivery challenges
Better preparation and backup plans to avoid extended technical delays
Pain Points Identified
Needed catering delivery solution
“We could have used that yesterday”
Technology challenges with video conferencing
“I'm an elderly. I'm not good with technology”
Sentiment Trajectory
Transcript
Hey, Tina, how's it going?
How are you?
Good.
Yeah, we just didn't put your card on file, so that's all we're, that was my bad.
Oh, that's great.
Well, I was kind of, okay.
It's getting ready to expire, so.
We can change it.
We really just need to, like, upgrade the account and then we can, you can change it.
Honestly, we can even switch it to ACH if you want.