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COACH
Sales Analyst
SILVERLVL 3
XP90/100
LOADING COACH ANALYSIS...
🎯 THIS WEEK'S TOP 3 RECOMMENDATIONS
🧠
Jeremy Miner
REC #1 THIS WEEK
When Sarah asks for email before booking, 40% of callers drop off. Skip the email ask — just capture name + phone and get the slot locked first.
💡 Could improve booking rate +3-6%
💪
Alex Hormozi
REC #2 THIS WEEK
Sarah should say "We have Tuesday at 2pm or Thursday at 10am — which works better?" instead of "When are you available?" Forced choice closes faster.
💡 Expected +2-4% conversion lift
🤝
Dale Carnegie
REC #3 THIS WEEK
Use the customer's name at least twice per call. "That's a great question, Mike" builds trust quickly. Sarah is averaging 0.3x per call — target is 2x+.
💡 Rapport increase, ~+1-3% hold rate
COACHING INSIGHTS FEED
Sarah is losing 40% of callers when she asks for email — try skipping that step and booking first
📅Best booking rate: Tuesday afternoons — schedule follow-up calls then for maximum conversion
🎯Calls under 3 minutes have a 6% booking rate. Calls 3-6 minutes: 28%. Encourage longer engagement
🔄Second-attempt callbacks convert at 34% — Sarah should always schedule a follow-up before ending the call
💬"How soon do you need this?" asked before price discussion increases booking rate by ~8% in similar businesses
📊Monday mornings show 2x call volume but lowest conversion — customers are distracted, try a shorter script
SARAH IMPROVEMENT TRACKER — LAST 4 WEEKS
WEEKCALLSBOOKSCONV %REC APPLIED
Mar 1038615.8%0 applied
Mar 1742819.0%2 applied
Mar 2445920.0%3 applied
Mar 3141921.9%5 applied
📈 Coach attribution: +6.1% improvement since recommendations started (Mar 10 → Mar 31)
SARAH'S CONVERSION FUNNEL — CURRENT
Answered
41 (100%)
Qualified
-24% drop31 (76%)
Offered Slot
-29% drop22 (54%)
Booked🎯 BIGGEST LEAK
-59% drop9 (22%)
Confirmed
-22% drop7 (17%)
🎯 Coach is targeting: Booked stage (59% dropoff)
LATEST REPORT CARD
GENERATED
No report yet
SCORE
7.2/10
TOP RECOMMENDATION
Follow up faster after calls — callback window should be under 2 hours
5 recommendations applied
WEEK OVER WEEK IMPROVEMENT
Sarah's Conversion Rate+3%
Last week: 18%This week: 21%
Avg Call Duration-24s
Last week: 4m 12sThis week: 3m 48s
Callback Rate-2%
Last week: 8%This week: 6%
📈 Attributed improvement: +2.3% booking rate
REPORT ARCHIVE
DATESCORETOP RECSTATUS
📋
No reports yet
PER-PERSONA WIN RATE — THIS MONTH
🔥
Grant
Cardone
Given12
Applied8 (67%)
Impact7.2/10
⭐ #1
💪
Alex
Hormozi
Given18
Applied15 (83%)
Impact9.1/10
🤝
Dale
Carnegie
Given9
Applied6 (67%)
Impact6.8/10
🧠
Jeremy
Miner
Given14
Applied9 (64%)
Impact8.3/10
🎯
Chris
Voss
Given11
Applied7 (64%)
Impact7.6/10
📈
Jordan
Belfort
Given8
Applied4 (50%)
Impact5.9/10
🔧
John
Dennehy
Given10
Applied8 (80%)
Impact7.4/10
💎
Luigi
Caponi
Given7
Applied5 (71%)
Impact6.2/10
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