Dan & Daniel of 5 Lakes Brew Pub
Scorecard
Discovery
Closing
Objections
Overall
Conversation Metrics
—
Talk/Listen Ratio
Ideal: 40-60%
—
Questions Asked
Ideal: 10+
—
Longest Monologue
Ideal: <2 min
—
Filler Words
Ideal: <10
16m
Duration
AI Coaching Summary
Dylan conducted a product demo for 5 Lakes Brew Pub, showcasing Shipday's delivery management platform features including branded tracking, review management, and driver fleet optimization. The prospect showed interest but requested time to discuss with their team before making a decision.
Coaching Moments
Ask more qualifying questions about current volume, decision timeline, and budget before launching into demo
Create urgency and ask for specific commitment/next steps rather than accepting 'discuss with team'
Identify who else is involved in decision-making beyond Daniel
Pain Points Identified
No current delivery setup and low online ordering volume
“we don't get a ton online ordering, and I don't know how much we would get for delivery right away”
Need marketing exposure through delivery platforms
“we wanted to get, you know, use more of the marketing side of the Uber Eats marketplace as well”
Lack of customer data and communication ability with third-party platforms
“DoorDash and Uber don't give you customer data and no ability to communicate with the customer”
Objections Handled
Could do delivery without Shipday through Toast directly
Sentiment Trajectory
Transcript
Yeah, are we doing, buddy?
Good, all right.
I'm good, man.
Very good.
So kind of looking over everything.
Tell me a little bit about what you guys got going on for delivery.
So we're looking at anything right now for delivery.
Okay.
We are looking at integrating through Uber Eats to get on their marketplace.
We've just been kind of going over that and getting all the information we need for that, pricing.