YOUR BEST COACH
NEVER TAKES A DAY OFF.
Most advisors receive feedback weeks after a call—if they receive it at all. Managers are busy. Calls pile up. Coaching gets pushed to tomorrow. Tomorrow becomes next week.
By then, the opportunity to improve is gone.
Your AI Coach reviews every conversation overnight and delivers actionable coaching before the next shift begins.
Every day. Without fail.
WORKS OVERNIGHT
Analyzes every call while you sleep.
CONVERSATION INSIGHTS
Find out what matters most.
PERSONALIZED COACHING
Feedback tailored to your conversations.
EVERY DAY
Consistency that drives results.
HOW IT WORKS
YOUR PERSONAL MORNING BRIEF.
Every advisor starts the day with a personalized message from the AI Coach reporting on yesterday's actual customer conversations—not generic advice.
LISTEN TO A SAMPLE
LIVE CONVERSATION STATS AT THEIR FINGERTIPS:
ADVISOR METRICS
Calls Handled
Booking %
Close Rate %
Missed Opportunities
Follow-Up Needed
97
42%
48%
22
18
CLOSING % BY PRODUCT
Brakes
Oil Changes
Alignment
Tires
Diagnostics
33% (3/9)
70% (7/10)
50% (7/14)
10% (2/20)
13% (1/8)
YOUR BIGGEST WIN
Best Call of the Day
TIRE SALE
$1,247
RO Value
What Made it Great:
Offered appointment
Build value early
Overcame price objections
AREAS TO IMPROVE
Focus for today:
1
Ask for the appointment
More consistently
2
Ask for the appointment
More consistently
3
Ask for the appointment
More consistently
WHAT YOUR AI COACH TRACKS
BOOKING RATE
How often conversations become appointments.
MISSED OPPORTUNITIES
Identify calls that should have been appointments.
CLOSING PERCENTAGE
Turning conversations into revenue.
FOLLOW-UP QUEUE
Prioritize callbacks with AI generated summaries.
OBJECTION HANDLING
How effectively advisors build value.
CUSTOMER EXPERIENCE
Professionalism, empathy, and confidence.
PERFORMANCE TRENDS
See weekly and monthly improvement
DAILY FOCUS
One clear coaching priority for today.
DAILY IMPROVEMENT.
LASTING RESULTS.
Small improvements every day become dramatic improvements over time.
LEARN
Identify what to improve.
APPLY
Use it on every conversation.
REVIEW
Yesterday's performance.
IMPROVE
See your numbers go up.
WIN
Finish stronger than you started.
WHY SHOPS LOVE DAILY COACHING
CONSISTENT FEEDBACK
REAL CONVERSATIONS
BETTER ACCOUNTABILITY
FASTER ONBOARDING
INCREASED APPOINTMENTS
RECOVERED SALES
IMPROVED EXPERIENCES
STRONGER ADVISORS
MEASURABLE GROWTH
WIN MORE.
EVERY DAY.