Aaron Support
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
23m
Duration
AI Coaching Summary
Technical support call where rep helped customer Aaron migrate delivery accounts from individual merchant accounts to a consolidated business plan account. The rep successfully updated API keys for two GloriaFood integrations and scheduled follow-up for Heartland integration setup.
Coaching Moments
This was a support call, but could have explored other pain points or expansion opportunities
Excellent job confirming technical details and scheduling follow-up
Pain Points Identified
Previous order failed to dispatch due to improper API setup during live delivery
“I had not set up the... properly, the way that it was supposed to, and it was during the middle of the live delivery. So I went ahead just to facilitate that particular delivery in time.”
Multiple billing accounts creating unnecessary costs
“that would eliminate the billing for the professional plan for both accounts, correct?”
Objections Handled
Concern about maintaining Heartland integration during migration
Sentiment Trajectory
Transcript
Can you hear me?
Aaron?
We can hear you, yes.
Aaron, it seems like you have your PC session, and there you are still waiting on the main room.
Can you see the invitation to join room?
Let me check, so it says, I see, I have my Zoom application open, and I see Milo, Julieth, and Milo's Assistant, and so I'm just looking at everybody's icons right now.
All right, that from your computer, correct?
From my computer, correct.
All right, got it.
Yeah, I was just asking just to, maybe if we need to go over and share screen again.