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CALL COACHING

Every call, scored
and coached.

Every call your team takes on the soft phone with coaching on gets a transparent 1-10 Call Score, a recap on the lead, and a spot on the manager’s leaderboard. Your best closer’s call and a new hire’s call are graded the exact same way, so “get better on the phone” finally has a number behind it.

1-10 score on every coached calla recap on the lead, instantlyteam leaderboard for managers
WATCH A CALL GET GRADED

The score, the reasons, and the leaderboard.

The second a call hangs up, the recap lands: the Call Score, the sentiment, which of your goals the rep hit, what they did well, and what to work on next time. Every one of those recaps rolls up into the manager report, so a GM can spot who needs a ride-along at a glance.

COACHING RECAP
0.0/ 10
Positive
Test drive booked on the Silverado
Set the agenda
Uncovered the timeline
Asked for the appointment
Got the trade details
Strong rapport, led with the monthly payment.
Get the trade details before quoting numbers.
Draft a follow-up text
Call Coaching
How your team is doing on coached calls
128
Coached calls
7.6/10
Avg call score
71%
Positive
By agent
MLMaria Lopez42 8.1
JCJames Carter38 7.4
PSPriya Shah29 7.0
DBDevon Brooks19 6.3

A faithful rendering of the coaching recap and the Call Coaching report. Scores coached calls; admin view.

A FAITHFUL RENDERING OF THE REAL PRODUCT · ON DEMO MOTORS

SEE REPS PRACTICE ON IT
COACH TO YOUR STANDARDS

Your goals. Your talking points. Your way.

The AI doesn’t grade your team on a generic rubric. For each type of call you set the tone, the exact goals a rep should hit, and the talking points you want mentioned. From then on, the live coaching nudges toward those goals and the Call Score grades against them, so “a good call” means what you say it means, at your store.

web.dealerfunnel.com/settings/coaching
Coaching playbookTeach the AI what a great call looks like for your store.
Trade InFinancingServiceAppointmentSalesGeneral
Tone & style
Warm and consultative, never pushy. Always confirm the next step.
Key talking points
We appraise your trade on-site in about 20 minutes.
A soft pull to pre-qualify won’t affect your credit.
Goals to hit on the call
Uncovered what they want + their timeline
Built value on the right vehicle
Asked for the appointment / test drive
Add goal
The AI checks these off live and grades every call against them.

A faithful rendering of the coaching playbook editor. Set per call type; your goals drive the tips and the score.

SET IT PER CALL TYPE · DRIVES THE LIVE TIPS AND THE SCORE

COACHING AT SCALE

A whole floor of coached calls, without the ride-alongs.

No manager can sit in on every call. This grades the ones your team takes with coaching on, points to the reps and the moments that need attention, and hands each rep a recap they can actually learn from.

A transparent 1-10 score

No mystery number. Each coached call gets a Call Score that's a clear blend of the goals hit, how the call was run, and the customer's sentiment, weighted the same on every rep's calls.

Graded on your playbook

You set the goals for each call type; the AI checks off which ones the rep actually hit and grades the execution against them, so coaching is about your process, not a generic rubric.

A recap on every call

The moment a call ends, a coaching recap lands on the lead: the score, the sentiment, what went well, what to work on, and a follow-up text ready to send.

A copilot while they talk

During the call, Carly ticks off the goals in real time and drops the occasional coaching tip. It's assistive prompts for the rep, never a voice on the line with the customer.

A manager view that ranks the team

The Call Coaching report rolls every coached call into per-rep averages, sentiment, and trends, so a manager sees who needs a ride-along without listening to a hundred calls.

Directional, and honest about it

The score is a coaching signal, not a verdict: the execution and sentiment reads are the AI's judgment of the transcript. It points a manager at the right calls; the manager makes the call.

Coach the whole floor without hearing every call.

Book 30 minutes and we’ll run a coached call on a demo store: the live goals, the score the second it hangs up, and the manager report that ranks the team.

SCORES COACHED CALLS · AI COACHING ENABLED PER STORE
SEE IT FOR YOURSELF

Text Dealer Funnel and watch Carly reply.

Drop your cell — you’ll get a real text back in seconds, exactly like one of your leads would.