Brandon 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
47m
Duration
AI Coaching Summary
This was an onboarding call for Brandon's pizza restaurant to set up Shipday's delivery management platform integrated with Toast POS. Ana walked through the complete setup process including delivery zones, pricing, platform features, and configuration settings.
Coaching Moments
Have backup communication methods when internet connectivity issues arise
This was primarily an onboarding call, but could have explored more about current delivery volume and pain points
Pain Points Identified
Drivers arriving too early for pickup
“So that means like, as soon as the order comes in, because that's another issue we have with like Uber Eats and stuff is drivers showing up too early.”
Quality concerns with longer delivery distances
“Because there's a part of me, too, that's wondering if, like, I don't know if I really want to do the full 10 miles just for, like, the quality.”
Objections Handled
Pricing confusion about $159 vs expected $99
Sentiment Trajectory
Transcript
Okay, there we go.
So Brandon, as you can see, my name is Ana, I will be with you in today's onboarding.
And how this is going to work, if it's okay with you, is that you're going to share your screen and login both into your Toast account and Shipday account so we can start the process.
We would start with Toast and then move on to Shipday, okay?
Okay, perfect.
And whenever you're ready, on the lower part of your Zoom screen, will see a green square that says Share, and there you can share your screen.
I'll see you make...
I'm
One moment, please.
Okay, I see it.