Jessica Onboarding
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
3m
Duration
AI Coaching Summary
A 3-minute onboarding call that couldn't proceed due to Jessica's internet connectivity issues. Ana professionally handled the technical difficulty by offering rescheduling options and coordinating with AJ for follow-up.
Coaching Moments
Send technical requirements and backup plan options before the call
Develop process for remote onboarding when screen sharing isn't possible
Establish clear next steps timeline and ownership
Pain Points Identified
Internet connectivity preventing system access
“I can't to the internet right now, not even on my hotspot”
Work computer lacks speakers for video calls
“we don't have speakers on our, on our desktop, that's why I can't do it on that”
Sentiment Trajectory
Transcript
I can't to the internet right now, not even on my hotspot.
Got you.
The thing is that how it usually works is that you share your screen and we log in into your Toast account and ship the account and we do the whole process.
So it would be important for you to be on the computer.
Yeah, is it, I can't get it to come on here, the internet.
Okay.
Well, we have two options.
We could either reschedule to attend that, like, you want, really, and you're available.
Or the other option that we offer is that I can share my screen, but you would have to share your credentials so we can log in into your Toast account.
Um, well, how, do you still have, well, I can't do four o'clock because my daughter goes to dance at 430.