Juan 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
57m
Duration
AI Coaching Summary
This was a brief onboarding call where the customer's operator refused to join the Zoom session for Square POS integration setup. The Shipday rep (Paola) offered to email setup instructions instead as an alternative solution.
Coaching Moments
Prepare alternative onboarding methods for resistant stakeholders upfront
This was an onboarding call, but minimal discovery was conducted about current pain points
Pain Points Identified
Operator resistance to joining onboarding calls and technical setup processes
“This operator, he, like, does not want to join Zoom. And he's like, I can figure it out myself.”
Objections Handled
Operator refusing to join Zoom meeting for onboarding
Sentiment Trajectory
Transcript
Not me, right, Faita?
I don't know, I'm trying to speak with the other Ana.
Okay, okay, I was confused by the Fathom, I said, but I took it off.
No, no worries, no worries.
Ana, are you here?
And I...先
Paola, can you send me the invitation to the breakout room?
For some reason, I got routed again to the main session, and I cannot move.
No worries.
I'm gonna be doing that in the meantime, girls.