Pat Onboarding

aaron.forni@shipday.com•March 5, 2026

UnmatchedWatch on Fathom

Scorecard

3.0

Discovery

7.5

Closing

8.0

Objections

6.5

Overall

Conversation Metrics

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Talk/Listen Ratio

Ideal: 40-60%

—

Questions Asked

Ideal: 10+

—

Longest Monologue

Ideal: <2 min

—

Filler Words

Ideal: <10

1160m

Duration

AI Coaching Summary

This was an onboarding call where Aaron and Juan successfully set up Pat's restaurant with Shipday delivery integration through Toast, configuring delivery zones, pricing, and account settings.

Coaching Moments

This was an onboarding call, but could have gathered more business context about current delivery volume and challenges

Could have quantified potential savings more specifically based on their delivery volume

Pain Points Identified

Manual delivery management and potential commission fees from third-party platforms

“0% commissions on these orders. So that, you know, that saves you much.”

Objections Handled

priceNeeds Work

Preference for ACH payment over credit card

Sentiment Trajectory

Transcript

discoverydemopricingobjectionclosingvalue discussion

Juan - Shipday00:02:44

Hi, Aaron.

Aaron Forni00:02:50

Hey, being a three and four.

Aaron Forni00:02:52

Hey, hey Juan, give me one second.

Aaron Forni00:02:54

Yep.

Aaron Forni00:02:57

Um .

Aaron Forni00:03:02

All right.

Aaron Forni00:03:03

How are we doing, Juan?

Aaron Forni00:03:04

Good morning.

Juan - Shipday00:03:06

Good morning.

Juan - Shipday00:03:07

I'm doing fine.