Call Coach - Setup | The Way Forward

Let's set up your Call Coach.

Takes about 5 minutes. We'll ask a few questions about your sales calls, then you'll upload 2-3 of your best ones.

Business Name *

Your Name *

Email *

What kind of calls are we grading?

Check all that apply.

Inbound leads calling us Outbound cold calls Follow-ups / callbacks Estimate follow-ups

What's the goal of the call?

What does "success" look like?

Book an appointment Close the sale on the call Qualify the lead Schedule an estimate

What MUST happen on every call?

Check the non-negotiables.

Introduce themselves and the company Ask for the caller's name Ask for address / service location Ask what service they need Quote a price or range Set an appointment Confirm date and time Ask how they heard about us

Anything else that's required?

What should NEVER happen on a call? *

e.g. "Never badmouth competitors" or "Don't give pricing without qualifying first"

Anything else about how your team runs calls?

Optional. Anything that helps us understand your process better.

Upload your script or playbook

If you have one. PDF, Word, or text file.

Click to upload or drag & drop

PDF, DOC, DOCX, TXT — or skip this if you don't have one

Or paste it here

Upload 2-3 of your best calls.

These are calls where the rep did it right. We'll use them to calibrate the rubric.

Call 1 *

MP3, WAV, M4A, MP4, WebM

Call 2

MP3, WAV, M4A, MP4, WebM

Call 3

MP3, WAV, M4A, MP4, WebM

At least 1 required. The more examples, the better the rubric.