Calls
Practice before the call, then get the real call scored and coached
Upcoming
From your Google Calendar. Practice any meeting, and the notetaker joins the ones you switch on.
Caldera Industrial: Discovery call
With Dana Whitfield · 25 min · Zoom · Oct 21
75/100
Strong
Set Expectations8/10
Built Rapport8/10
Clarifying Questions7/10
Achieved Goals7/10
Planned Next Steps4/10
Biggest opportunity: Planned Next Steps
“I'll send over a recap with the pricing breakdown and the case study, and maybe a couple of times for a follow-up next week.” (22:18)
Next time: Book it before you hang up: propose a time for the scoping session with Marcus and send the invite while Dana is still on the call.
Meeting notes
Complex quotes take Caldera two to three days, and same-day quotes win 31% of the time against 18% for slow ones. Dana needs a decision by early December, before a new branch opens in January. Spend over $50,000 needs CFO approval.
- Jordan Lee: Send the pricing breakdown and case study today
- Dana Whitfield: Share pricing with the CFO and Marcus
- Dana Whitfield: Find a time for Marcus to join the next call
Every call also gets the full transcript, talk-to-listen ratio, filler words, pace and coaching on each skill.