Sales Performance Dashboard

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Developing Areas

Focus areas for improvement

trending_up Financial Qualification

70%

trending_up Objection Pre-emption

62%

auto_awesome Analysis

Rep jumped to payment plan options before establishing the prospect's financial capacity. The $97 deposit was used as leverage for a plan, which devalues the product. Focus on building the Financial Wall before discussing payment structures.

What Went Well

check_circle Empathy & Mirroring

07:15

Rep acknowledged the burnout of the 7am-6pm shift without breaks. Built strong rapport and validated the prospect's 'Why'.

check_circle Logistics Confirmation

13:40

Ensured the prospect was in a quiet space and not driving. Reduces the likelihood of a low-quality, distracted Zoom call.

auto_awesome Analysis

Agent maintained a calm, authoritative tone when addressing the prospect's situation, which significantly lowered tension. The empathy at 07:15 was a turning point that opened the conversation for deeper discovery.

Needs Improvement

cancel Financial Qualification

10:45

Prematurely offering a payment plan before establishing the full price or finding existing capital. Rep said "we might be able to get that on a payment plan for you" before the advisor even quoted a price.

cancel Objection Pre-emption

00:55

Failed to address the 'Spam Filter' issue for the upcoming call. Prospect mentioned his phone blocks unknown IDs. High risk of the Advisor being blocked by the same spam filter.

auto_awesome Analysis

Agent tended to rush past financial objections instead of exploring them. When the prospect said "I do not have funds," the response should have been a clarifying question about their investment timeline rather than immediately pivoting to payment plans.

Coaching Moments

1 moment

WEAK 11:30

Rep tries to use the $97 deposit as a 'down payment' for a plan.

Rep

"Would you be open to kind of putting that down to start your kind of payment plan?"

Prospect

"I have to see everything... how much it's going to cost."

auto_awesome Analysis

The rep is negotiating against himself. He's offering a $97 credit toward an unknown total, which makes the business look desperate. Instead, lead with "Resourcefulness" training — help the prospect find the funds rather than discount the product.