Assign the calls that matter, follow every attempt, compare reps side by side and leave a coaching note on the exact call.
Retail Banking · Pune
Team callsOne view of the whole team
Every call made on a team scenario, with its full report and conversation. Practice a rep does on their own stays private to them.
Send a scenario to the whole team or one person, set the pass mark and due date, and fix the language and voice if you need to. Each person shows as not started, done, passed or overdue.
Assign a scenario
Deposit retention call
Banking · Retention · 15 min
Score trend, a twelve-week practice calendar, their assignments and every team call they have made.
Ananya Rao
Retail Banking · 9 team calls
Score trend, last nine calls
Practice calendar, 12 weeks
Put two or three calls side by side, criterion by criterion, and leave a coaching note the rep sees on their report. Reminders arrive in the app, and a friendly team leaderboard keeps practice going.
Compare calls
Coaching note for Rohit: ask what the money is for before you defend the rate.
A few questions about the moment each rep dreads, and they get a plan of days built around it, not a generic course.
Your plan · built from where it breaks
Let them rehearse it first. We will build it around your own calls.