Custom Scorecard
Set Your Training Standards
Coaching only works when expectations are clear. With Custom Scorecards, you define the standards that matter, so every practice session becomes an opportunity for measurable growth.
Define What to Measure in Every Conversation
Not every conversation requires the same coaching focus. You decide which aspects of the call matter most, from compliance conversations and introductions to objection handling and closing strategies. By setting custom evaluation criteria, managers can ensure coaching is relevant, targeted, and aligned with real-world expectations.
Track Key Performance Metrics Automatically
Every roleplay includes core communication benchmarks to ensure consistency in coaching. Metrics like filler words, longest monologue, talk-to-listen ratio, and question rate are tracked on every scorecard, giving managers an instant, objective view of performance across all conversations.
Embed Your Best Practices into Training
Reinforce company-specific frameworks by integrating proprietary scripts, compliance guidelines, and coaching materials into the scorecard. Your team practices with the same language and standards they’ll use in client conversations.
Get Clear, Data-Driven Insights
View performance data in straightforward language that shows where your team excels and where they need a little extra coaching. With each scorecard, managers can see progress and target the right areas for improvement.
Build Training Around Your Firm’s Success Criteria
Practice That Drives Measurable Improvement
Every roleplay becomes a step toward better performance. The Custom Scorecard gives your team a clear picture of progress, built-in coaching guidance, and the structure needed to continuously improve every conversation.
The Platform
Experience the power of data-driven training
Ready to set clear standards and boost your team’s performance?
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Transform How Your Team Practices
Our complete platform combines custom practice scenarios, AI role-plays, with powerful analytics and instant feedback to deliver results.
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