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Karen ( New Owner ) Leonardo's Trattoria & Pizzeria

taylor.bourne@shipday.comMarch 5, 2026

Scorecard

6.5

Discovery

9.0

Closing

8.5

Objections

8.0

Overall

Conversation Metrics

Talk/Listen Ratio

Ideal: 40-60%

Questions Asked

Ideal: 10+

Longest Monologue

Ideal: <2 min

Filler Words

Ideal: <10

37m

Duration

AI Coaching Summary

Taylor successfully closed Karen, the new owner of Leonardo's Trattoria & Pizzeria, on Shipday's delivery service with a $159/month plan, scheduling onboarding for Monday at 10 AM. Karen was initially hesitant about staff capacity but was convinced by the risk-free trial and $320 promotional credit for the first 60 days.

Coaching Moments

Spend more time quantifying current revenue and specific capacity constraints before jumping into product demo

Streamline product walkthrough - too much time on features without connecting to discovered pain

Use more trial closes throughout demo to gauge interest and buy-in

Pain Points Identified

Restaurant has no delivery capability currently, limiting revenue potential

You guys don't have any delivery yet, right? No.

Concern about kitchen and staff capacity to handle additional delivery orders

can your kitchen keep up? Can your staff keep up? Stuff like that.

New owner uncertainty - just took over January 5th with lots of changes

I just took over January 5th and there's a lot that I've been going through and doing

Objections Handled

timingNeeds Work

Uncertainty about delivery decision - wants to think about it

needNeeds Work

Staff and kitchen capacity concerns

authorityNeeds Work

Need to discuss with kitchen staff first

Sentiment Trajectory

Transcript

discoverydemopricingobjectionclosingvalue discussion
Taylor Bourne00:00:00

We just use it because, like, you know, they don't want people being, like, distracted from what's in our house.

Taylor Bourne00:00:03

But, yeah, we just use different office ones.

Taylor Bourne00:00:05

There's a couple of them that we That is really neat.

Karen Moses00:00:08

I don't do a lot of these, so I was like...

Karen Moses00:00:11

Look, you can change it to, like, different stuff.

Karen Moses00:00:17

Beach somewhere.

Taylor Bourne00:00:18

Listen, I'm like, let me manifest, because that's really where I need to be.

Taylor Bourne00:00:22

I know.

Karen Moses00:00:23

I believe me.

Karen Moses00:00:24

I've had one of those days.