Terron 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
76m
Duration
AI Coaching Summary
Technical onboarding call for Terron to integrate Shipday with Toast POS system. Despite initial technical challenges with Zoom installation, the team successfully completed the integration setup, configured delivery options, and walked through platform features.
Coaching Moments
This was an onboarding call, but future calls should include more business impact questions
Have backup plans for technical issues to avoid extended troubleshooting time
Strong handling of objection to text marketing - graceful acceptance while leaving door open
Pain Points Identified
Computer compatibility issues preventing standard onboarding process
“This computer is, it's a version of Windows that does not allow apps to be installed directly from the browser”
Objections Handled
Declined text marketing add-on service
Sentiment Trajectory
Transcript
Okay, let's see.
I'm getting better about confirming these, but he and I sent him the text reminder and he had confirmed yesterday.
He just signed up yesterday.
So I'm gonna shoot him a text.
What I was gonna say there is I sent him the reminder like an hour ago, but then he didn't respond to that.
So let me see.
We're two for two this morning.
I just got off another one with Juan.
So hopefully we go three for three here.
Hopefully.