Suraj Mahana Fresh meeting
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
5m
Duration
AI Coaching Summary
This was an account setup call for Mahana Fresh's Cary location, where the customer had already decided to implement Shipday. The reps collected payment information and scheduled onboarding, with minimal selling required as this was part of a multi-location rollout.
Coaching Moments
This was an implementation call, but could have explored other pain points for upsell opportunities
Excellent execution of transactional setup call - efficient and professional
Pain Points Identified
Getting nickel and dimed by EasyCater delivery fees
“That's our best benefit that we really are dying to have. Yeah, you're getting way too much needed.”
Using Uber Eats to dispatch direct orders is inefficient
“Right now we use Uber Eats to dispatch our direct orders, and so you guys are going to replace that into Incentivio, our main app.”
Sentiment Trajectory
Transcript
Sorry about that.
You're good.
Honestly.
Our friend just had a baby, and we were catering food from our restaurant to him, but got a little caught up.
Oh, you're good.
You're good.
Okay, so we're just getting you set up on a location, and then we're scheduling an onboarding, right?
Yeah, I think so.
Okay, what's the address for the location we're setting up?
It's to be 1151 Parkside.