Emily Onboarding
Scorecard
Discovery
Closing
Objections
Overall
Conversation Metrics
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Talk/Listen Ratio
Ideal: 40-60%
—
Questions Asked
Ideal: 10+
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Longest Monologue
Ideal: <2 min
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Filler Words
Ideal: <10
969m
Duration
AI Coaching Summary
This was an onboarding session for Emily's restaurant with Shipday's delivery management platform. Jeff from the implementation team guided Emily through the complete setup process, integrating Toast POS with Shipday, configuring delivery areas, setting up catering options, and explaining the platform's AI features and marketing tools.
Coaching Moments
Could have explored more business pain points beyond technical issues
Missed opportunity to quantify ROI from tip sharing and marketing features
Pain Points Identified
Toast catering module has lots of errors and issues
“Emily No, or tried that, but it's got a lot of error, like, issues.”
Driver rejection concerns for long-distance deliveries
“what's the rejection rates for drivers? Because if I were to send something to like, let's say Mountain View, which is like an hour drive from San Francisco, would people like, not want to pick up that order?”
Objections Handled
Driver rejection concerns for long distances
Toast catering module issues
Sentiment Trajectory
Transcript
Hello?
Hi, Emily.
Good morning.
How are you?
Morning.
I'm good.
Perfect.
Thank you.
Thank you so much for your time.
And Jeff will be taking, he's our implementation manager.