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Overall Score
8%
The caller did a good job of re-engaging a past lead and clarifying their immediate needs. To improve, the caller could have proactively confirmed the contact details and address during the call instead of waiting for an email. Additionally, setting a more concrete time for the follow-up call would make the next steps clearer.
1. Research & Preparation
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Disposition Check | Checked history before call. | 1 |
| Call Start | Smooth, confident, greeted correctly. | 1 |
| Purpose Clarity | Clear on why this specific lead was contacted. | 1 |
| Hook Insight | Researched pain points/relevance for prospect. | 0 |
2. Call Introduction
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Greeting | Gave full name, company name, reason for call. | 1 |
| Rapport Building | Friendly tone, small talk, made the lead comfortable. | 1 |
3. Hook
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Relevance | Hook matched industry/pain point or role. | 1 |
| Generation | Captured attention, prompted interest. | 1 |
4. Pitch
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Value Proposition | Clear, concise benefit explained. | 1 |
| Customization | Tailored to the prospect's industry/role. | 0 |
| Clarity | Delivered confidently without hesitation. | 1 |
| Script Adherence | Followed and used mandatory parts of script. | 0 |
5. Q&A / Objection Handling
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Product Knowledge | Accurately answered questions. | 1 |
| Handling | Listened, acknowledged, and handled calmly. | NA |
| Engagement | Kept lead engaged, encouraged dialogue. | 1 |
6. Qualifying & Scheduling
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Qualification | Asked relevant fit questions. | 1 |
| Lead Fit | Accurately gauged prospect fit for client. | 1 |
| Scheduling | Meeting successfully proposed/set. | 0 |
7. Closure
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Call Summary | Summarized key points, confirmed meeting. | 0 |
| Professional Close | Positive tone, appreciation, next steps. | 1 |
8. Disposition & Notes
| Parameter | Evaluation Criteria | Score |
|---|---|---|
| Disposition | Correct status selected (meeting, follow-up, etc.). | NA |
| Notes Quality | Clear and relevant notes added in CRM. | NA |
Domain Specific Summaries
Probing Que
1- Outsource / Inhouse (for security): Outsource
2- Current Security Agency: Not Disclosed
3- Challenges with current agency: N/A
4- Number of manpower (for security needs): 30
5- Contract expiring/renewal date: Not Disclosed
Agreed Next Step
- Schedule a visit for the following week.
- Send company brochure via email.
Description
I connected with the prospect regarding their need for 30 security personnel for a new medical college. They are looking to outsource this service. We have a tentative meeting scheduled for next week, and I will be sending our company brochure for their review. I need to get the final confirmation and full address from them.
This is a sample English translation of the transcript. It provides a clear, understandable version of the conversation for analysis, regardless of the original language spoken.
The call is a follow-up with a potential client who needs security services for a medical college. They discussed the requirement of 30 security personnel and scheduled a tentative visit for the next week to discuss further.
Result:
Confidence
Source
https://www.example.comExplanation
Information cross-referenced with public business directories and the company's official website.