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samuel Onboarding

March 3, 2026

Scorecard

2.0

Discovery

1.0

Closing

7.0

Objections

3.0

Overall

Conversation Metrics

Talk/Listen Ratio

Ideal: 40-60%

Questions Asked

Ideal: 10+

Longest Monologue

Ideal: <2 min

Filler Words

Ideal: <10

87m

Duration

AI Coaching Summary

This was an onboarding call for Pesaro Pizza that included technical setup and troubleshooting, with the rep helping resolve a $4.99 fee issue and guiding the customer through the initial system setup.

Coaching Moments

This appears to be an onboarding call but lacks structured discovery questions about business needs, current processes, or success metrics

Good handling of the fee issue, but should document resolution steps for future reference and training

Pain Points Identified

System charging unexpected $4.99 fee that couldn't be deleted easily

The only hard part was like, once it was on there, you can't delete it. So you would have to like, like they would delete every item off and it would still say, charges and fees, $4.99.

Sentiment Trajectory

Transcript

discoverydemopricingobjectionclosingvalue discussion
Jaime - Shipday00:05:03

Hello there, Kay.

Kay Ali00:05:07

Hey, good afternoon.

Jaime - Shipday00:05:08

How are you?

Jaime - Shipday00:05:09

I'm doing good.

Jaime - Shipday00:05:11

A question.

Jaime - Shipday00:05:11

You are coming here for an onboarding, right?

Kay Ali00:05:15

Yes, for Pesaro Pizza.

Jaime - Shipday00:05:17

All right.

Jaime - Shipday00:05:18

Yeah, I got it.

Kay Ali00:05:20

If give just a few minutes, I'll have...