AI Closer Assistantinternal
7 integrations simulated

Ray Sandoval — Sandoval Comfort Systems

Mon, Sep 7, 2:56 AM · Dana Whitfield · 41 min

Extracted offline by keyword rules, not by a model. The outcome and objections are a guess; the brief was not scored. Set OPENAI_API_KEY and re-run for a real review.
Outcome
Follow-up scheduled
Talk ratio
68%
longest run 28s
Close asked
not reliably detectable offline
Closer score
56/100
Needs work

What happened

Offline extraction — no model available. 37 transcript lines, 3 objection pattern(s) matched, 0 pain quote(s) found. Set ANTHROPIC_API_KEY for a real review.

Determined by keyword rules, not by reading the call. Verify before trusting this.

How the closer ran this call

scored offline

Not a real review — only 3 of 9 dimensions could be measured without a model. Set ANTHROPIC_API_KEY to have the call actually read.

What was measured

You spoke 68% of the call. That is the one thing here that was actually measured — bring it under 45%.

Did they get to the actual problem?

Stopped at the surface answerNever put a number on it

Whether pain was walked past cannot be told without reading the call. This needs the model.

Tone

neutralTone cannot be judged by keyword rules.
Not judged — no model available to read the call.

The nine

  • Discovery depth
    Not judged — the extraction was keyword-based, so this cannot be scored fairly.
    3/5
  • Put a number on the pain
    Not judged — the extraction was keyword-based, so this cannot be scored fairly.
    3/5
  • Listening
    Counted from the transcript: the closer spoke 68% of the words, longest unbroken stretch 28s.

    Talked more than the prospect on what should be a discovery call.

    Try: Ask a question and then stop talking until they have finished answering.

    1/5
  • Question quality
    7 open question(s) counted in the transcript.
    3/5
  • Objection handling
    3 objection pattern(s) matched, but whether each was answered cannot be judged by keyword rules.
    3/5
  • Promise discipline
    Not judged — no model available to read the call.
    3/5
  • Tone
    Not judged — no model available to read the call.
    3/5
  • Control of the call
    Not judged — no model available to read the call.
    3/5
  • The ask
    Not judged — the keyword extractor misses any close it has no pattern for, so a low score here would be unfair.
    3/5

Objections raised

Discovery gaps

  • You said you tried we had an agency for eight months last year — what specifically went wrong, and whose call was it to stop?Matched on keywords, not meaning
  • When you say "quotes go out and never get followed up", what does that cost you in a month?
  • I noticed google rating 3.7 — below where buyers stop checking — is that deliberate, or has nobody had time to look at it?
  • If this works exactly as you want, what is different in ninety days?Matched on keywords, not meaning
  • Who else has to say yes, and what will they want to see?

3 of 5 never got asked. This is coaching data, and it is also the argument for a shorter question list.

Their words

Nothing captured.

Two uses: sharper briefs, and marketing copy that sounds like your buyers instead of like you.

Commitments

  • prospect ask it differently — you told me a hundred and forty thousand is sitting thereno date
  • prospect take that off your plateno date
  • prospect send an invite today and I will get you the review audit before then so you can both see tMon, Sep 7, 2:56 PM

Draft follow-up

Subject: Following up on our call
Edit here before you send it. Nothing is saved back.
Transcript (demo, 5k chars)
Dana Whitfield: Ray, thanks for making the time. Before I say anything about what we do — you filled in the prep form and mentioned quotes going out and never getting chased. Walk me through what actually happens after someone gets a number from you.
Ray Sandoval: So the tech does the visit, writes it up, and it goes to Sharon in the office. She emails it out. And then... that is kind of it, honestly.
Dana Whitfield: Nobody goes back to them.
Ray Sandoval: Not unless they call us. Which some do. But I could not tell you how many do not.
Dana Whitfield: Rough guess. Out of ten quotes, how many turn into work?
Ray Sandoval: Three? Maybe. It is not good, I know it is not good.
Dana Whitfield: I am not judging it, I want to size it. At six thousand a job, three out of ten, and you are putting out — how many quotes a month?
Ray Sandoval: Forty, fifty in season.
Dana Whitfield: So thirty-odd quotes a month go out and nothing happens to them. That is where I would start, not with more leads.
Ray Sandoval: See, that is not what the last people said. They wanted to run more ads.
Dana Whitfield: What happened with them?
Ray Sandoval: Eight months. New website, Google ads. My cost per lead went down, they were very proud of that. But the jobs did not go up. I asked why and got a report about impressions. I do not know what an impression is, I know what a booked job is.
Dana Whitfield: That is the whole problem with how most of this gets sold. You bought leads and what you needed was conversion. Can I tell you what I found before this call?
Ray Sandoval: Go on.
Dana Whitfield: Your Google profile has forty-one reviews at 4.2. The newest one is fourteen months old. Your competitor two towns over has three hundred and change at 4.8. When a homeowner is choosing between two quotes at six grand, that is the tiebreaker, and it is not close.
Ray Sandoval: Nobody has ever mentioned that to me.
Dana Whitfield: And on the ad side, you have got the same Meta creative that has been live since — I want to say ninety-four days. Which means your cost per lead is climbing and it will keep climbing.
Ray Sandoval: So that is why it has been getting worse. I thought the leads were just getting cheaper and worse.
Dana Whitfield: The leads did not change. The creative got tired. Here is the number I want to put in front of you. Eight thousand a month of spend, at a ninety-five dollar cost per lead, closing at fourteen percent instead of twenty-eight, at your six-thousand-dollar average job — that is about a hundred and forty thousand a year you are leaving on the table. Not lost to competitors. Just left.
Ray Sandoval: That is a lot of money.
Dana Whitfield: It is. And most of it is recoverable without spending another dollar on ads, because the quotes are already going out.
Ray Sandoval: Okay. What does something like this cost?
Dana Whitfield: The programme I would put you on is six and a half a month. That covers the ad management, the quote follow-up automation, and the review generation at point of service.
Ray Sandoval: That is more than I wanted to spend. I was thinking three, four.
Dana Whitfield: I understand. Let me ask it differently — you told me a hundred and forty thousand is sitting there. Six and a half a month is seventy-eight a year. The question is not whether that is a lot of money, it is whether it buys back the hundred and forty. If you did not believe it would, you should not do it.
Ray Sandoval: When you put it like that. But look, I would want to talk to my wife, she does the books.
Dana Whitfield: Completely fair. What is the part she is going to push back on hardest?
Ray Sandoval: The monthly. She got burned by the last agency same as me — she signed that contract.
Dana Whitfield: Then let me take that off your plate. Rather than you having to sell my thing for me, would it be easier if I spent fifteen minutes with both of you? I will bring the numbers and she can push on them directly.
Ray Sandoval: Yeah. Yeah, she would like that better than me coming home with it.
Dana Whitfield: Good. What does Thursday afternoon look like for the two of you?
Ray Sandoval: Thursday after four works, she is done with the books by then.
Dana Whitfield: Thursday at four. I will send an invite today and I will get you the review audit before then so you can both see the gap in writing.
Ray Sandoval: Send that over, that will get her attention more than anything I say.
Dana Whitfield: Done. One last thing — is there anyone else who would need to weigh in, or is it the two of you?
Ray Sandoval: Just us.
Dana Whitfield: Perfect. Thursday at four.