STEP 3

AFTER THE CALL

Live calls expose the problem.
What happens after the call decides who becomes elite.

We know the frustrations team leaders fight to overcome. We’ve seen it firsthand across sales teams of all sizes.

Reps don’t know how to improve

They finish a call unsure where they went wrong.

Sales leaders can’t be everywhere

You can’t sit on every call. You can’t hear every mistake.

One-on-ones are sloppy

Conversations are not what actually happened.

Long nights reviewing recordings

Leaders spend hours scrubbing calls trying to find teachable moments.

No way to scale skill

There’s no clear path to develop the middle of the team.

Training doesn’t meet execution

There’s no feedback loop. No proof that training is working.

No precision coaching

Some reps never address their actual weaknesses.

Conversion rates stay flat

Without measurement, nothing improves.

This is how we change the narrative

STEP THREE -ERADICATES THOSE PROBLEMS

AFTER THE CALL · INSIGHTS & COACHING

This is how good sales leaders become great ones. And how average reps become top producers.

Turn insights into action. Turn action into revenue.

Clean one-on-ones Coaching based on what happened - not memory.
Personalized improvement Each rep gets a focused plan based on their gaps.
Team-wide standard The floor becomes consistent - and scalable.
SECTION 1 — 85 / 100

Needs Discovery

85

Strengths

  • Used customer’s name effectively in the greeting.
  • Established a warm and confident tone early in the call.
  • Acknowledged the customer’s busy schedule and desire for simplicity.

Issues

  • Could have asked a follow-up question to build more rapport.
  • Missed an opportunity to empathize with frustration about rising premiums.
SECTION 2 — 78 / 100

Product Presentation

78

Strengths

  • Framed value clearly with concrete examples.
  • Aligned features to stated priorities.

Issues

  • Too feature-heavy—trim to essentials.
  • Add a brief benefit recap before next step.
SECTION 3 — 91 / 100

Closing & Next Step

91

Strengths

  • Clear ask with time-boxed follow-up.
  • Confirmed decision criteria before proposing the close.

Issues

  • Missed chance to restate value vs. cost in final sentence.
SECTION 4 — 83 / 100

Upselling & Opportunity Recognition

83

Strengths

  • Spotted natural upsell opportunities during coverage discussion.
  • Positioned add-ons as logical extensions of the customer’s needs.
  • Created urgency by connecting upsells to cost-savings bundles.

Issues

  • Could have reframed upsells as “protection” instead of “extras.”
  • Missed chance to link the opportunity to customer’s long-term goals.
SECTION — 88 / 100

Objection Handling

88

Strengths

  • Defused price pushback with value reframes.
  • Matched tone to buyer’s energy; never defensive.
  • Used proof points and stories to rebuild confidence.

Issues

  • Could have confirmed the root objection before responding.
  • Missed a final check: “Does that address your concern?”
WEEKLY SUMMARY

Overall Performance

84

Strengths

  • Consistent discovery quality across calls.
  • Higher close rate on calls with next-step confirmation.

Issues

  • Drop-off during pricing—needs tighter value recap.
  • Inconsistent follow-up timelines after verbal yes.
FOCUS PLAN

Key Improvement Areas

3

Practice This Week

  • Ask one deeper follow-up on each pain point.
  • 30-sec benefit recap before any price talk.
  • End every call with a dated next step.

Watchouts

  • Avoid feature stacking—stay with the buyer’s priority.
  • Don’t skip confirming agreement after handling an objection.
LANGUAGE INSIGHTS

Message Distribution

Top

What Landed

  • “Protect your savings from one bad day.”
  • “Bundle: more coverage, less cost.”
  • “Here’s how we keep your choice flexible.”

Retire / Rework

  • Overly technical policy jargon without context.
  • “Trust me”—replace with data or a short story.

Study it. Apply it. Become elite. It's that simple.

Metrics

POST-CALL ANALYSIS · SCORE · COACH · SCALE

A clean scoreboard. A searchable library of real conversations.

For Sales Leaders Team metrics, rep trends, and exactly what to coach next.
For Reps Clear strengths + specific fixes — so they know what to practice.
Total Calls
17
Avg 10.8m duration
Average Score (≥ 2 min)
60.7/100
Improving week over week
Best Score (≥ 2 min)
82
Lowest: 11
Excellent Calls
0
0% of calls

Recent Call Summaries

Click any call to see highlights, coaching points, and the full transcript.

Last updated: 1/7/2026
82/100
Financial Services
Dec 15 · 07:12 PM•8m •Strong close
Leader sees: what to replicate
55/100
Financial Services
Dec 15 · 06:57 PM•4m •Missed questions
Rep gets: exact fixes
62/100
Financial Services
Dec 15 · 06:46 PM•5m •Objection drift
Leader sees: why it slipped
48/100
Financial Services
Dec 15 · 10:03 AM•12m •Weak next step
Rep gets: practice plan
20/100
Financial Services
Oct 23 · 02:07 PM•6m •Off-script
Leader sees: training gap
Why leaders love this: you stop coaching from vibes and start coaching from facts. Your team finally has a measurable path to better conversion rates.
Team Overview

LEADER VIEW · TEAM PERFORMANCE

One screen. Your whole floor.

See who needs help. Then, coach the right rep on the right skill.

Total Agents
16
16 active, 0 suspended
Total Calls Used
342
Avg 22.8 per agent
Total Minutes Used
1,486
Avg 4.3m per call
Team Avg Score
71/100
Trending up this week

Agent Performance Metrics

Detailed performance data for your team

Agent Status Calls Used Minutes Used Remaining Avg Score Last Updated Actions
SL
Steve Smith
ssmith@gmail.com
 Active 18 · 18 tracked 74 · Avg 4.1m 0 calls · 0 mins 72 Solid Jan 7, 2026 ↗
JM
Jordan Miles
jordanmiles@gmail.com
 Active 26 · 26 tracked 112 · Avg 4.3m 0 calls · 0 mins 89 Excellent Jan 7, 2026 ↗
AR
Alyssa Reed
alyssareed@gmail.com
 Active 24 · 24 tracked 98 · Avg 4.1m 0 calls · 0 mins 84 Strong Jan 7, 2026 ↗
KC
Kendra Collins
kendracollins@gmail.com
 Active 21 · 21 tracked 88 · Avg 4.2m 0 calls · 0 mins 76 Solid Jan 6, 2026 ↗
DT
Derrick Tate
derricktate@gmail.com
 Active 28 · 28 tracked 120 · Avg 4.3m 0 calls · 0 mins 81 Strong Jan 6, 2026 ↗
NV
Nina Vaughn
ninavaughn@gmail.com
 Active 19 · 19 tracked 80 · Avg 4.2m 0 calls · 0 mins 74 Solid Jan 6, 2026 ↗
MB
Marcus Brooks
marcusbrooks@gmail.com
 Active 23 · 23 tracked 101 · Avg 4.4m 0 calls · 0 mins 68 Coachable Jan 5, 2026 ↗
TP
Tessa Parker
tessaparker@gmail.com
 Active 20 · 20 tracked 87 · Avg 4.3m 0 calls · 0 mins 79 Strong Jan 5, 2026 ↗
LS
Logan Shaw
loganshaw@gmail.com
 Active 27 · 27 tracked 116 · Avg 4.3m 0 calls · 0 mins 58 At Risk Jan 5, 2026 ↗
CH
Carmen Hill
carmenhill@gmail.com
 Active 22 · 22 tracked 94 · Avg 4.3m 0 calls · 0 mins 71 Solid Jan 4, 2026 ↗
RB
Riley Bennett
rileybennett@gmail.com
 Active 25 · 25 tracked 109 · Avg 4.4m 0 calls · 0 mins 63 Needs Coaching Jan 4, 2026 ↗
EW
Evan Wright
evanwright@gmail.com
 Active 29 · 29 tracked 131 · Avg 4.5m 0 calls · 0 mins 92 Elite Jan 4, 2026 ↗
HA
Hailey Adams
haileyadams@gmail.com
 Active 17 · 17 tracked 73 · Avg 4.3m 0 calls · 0 mins 70 Solid Jan 3, 2026 ↗
OS
Omar Silva
omarsilva@gmail.com
 Active 16 · 16 tracked 69 · Avg 4.3m 0 calls · 0 mins 54 At Risk Jan 3, 2026 ↗
BP
Brielle Patel
briellepatel@gmail.com
 Active 31 · 31 tracked 144 · Avg 4.6m 0 calls · 0 mins 86 Strong Jan 2, 2026 ↗
WG
Wyatt Grant
wyattgrant@gmail.com
 Active 23 · 23 tracked 104 · Avg 4.5m 0 calls · 0 mins 66 Coachable Jan 2, 2026 ↗
Manager cheat code: filter by “At Risk” and you instantly know where to spend your coaching hours this week. Filter by “Elite” and you know what to clone across the floor.

Post-call analysis

Transcript + Message Balance (in one view)

Message balance shows who’s doing most of the talking. Leaders spot coaching problems fast (monologues, weak discovery, low control) without rewatching the whole call.

82/100 Call score

Message Distribution

59 total messages 7m 30s duration
Agent 38
64%
Customer 21
36%

Coaching shortcut: If the agent is above ~65% consistently, discovery usually suffers. If the customer is above ~55%, control and next steps usually suffer.

Full Conversation Transcript

Product: Financial Services Call ID: CA9368…bc3f0
Customer 07:12:21 PM

Hello.

Agent 07:12:24 PM

Hi—this is Jennifer. Thanks for taking the time today.

Customer 07:12:53 PM

Perfect. I’ve got about 15–20 minutes.

Agent 07:12:48 PM

Great. I’ll keep it simple and useful. Quick question—what would make this call a win for you?

Customer 07:13:12 PM

I mainly want to understand the options and pricing.

Agent 07:13:31 PM

Perfect—before pricing, can I ask what you’re comparing us against today so I don’t waste your time?

This is what leaders and reps review together: what happened, what to fix, and what to practice next.

Scaling a sales team is about creating standards and systems that hold.

Having a consistency problem is common with sales teams. Kolby allows mmotivated team leaders to train their reps and know it will be applied when it counts most.

A single source of truth
Your best answers, pricing, rules, and objection responses live in one place.
Execution on every call
The standard shows up under pressure. Less drift. Fewer “we’ll fix it next week” moments.
Proof, not opinions
Post-call clarity makes coaching precise and measurable. You stop debating what happened and start improving what matters.
  • Predictable revenue — less variance week to week - -(solved).
  • Faster ramp time — new reps reach competence sooner -- (solved).
  • Manager leverage — coaching scales without more headcount -- (solved).
  • Repeatable growth — you can add reps without losing the standard -- (solved).

If you want your conversion rate to rise, get Kolby.
A roadmap that makes the right behavior unavoidable.

Talk to Sales Revisit Step 1 Revisit Step 2

You’re not buying “AI.” You’re buying consistency at scale.