Call Info
Closer Scoring (5 = Elite, 3 = Competent, 1 = Critical Gap)
🔎 Discovery Quality
Did they understand the merchant's situation before pitching?
Asked about current processor
Asked about volume + card mix
Uncovered merchant pain point
🎯 Trial Close Technique
Did they use check-in questions and time the ask correctly?
Used mid-call check-in questions
Asked for business at right moment
Clear close attempt made
🥊 Objection Handling
Did they handle pushback with skill, not retreat?
"I need to think about it" response
Price / rate objection handling
"Send me an email" response
"I'm with someone else" response
🎤 Tone & Control
Did they sound confident and stay in control?
Sounded confident (not permission-asking)
Controlled the call direction
Recovered from silence / pushback
📄 App Submission & Next Step
Did the call end with a concrete commitment?
Kept merchant on phone for app
Created urgency / setup hook
Call ended with app or booked date
Score Summary
--
Coaching Notes
Review History
Filter:
No reviews yet
Score your first call using the New Review tab.
Rep Averages
No data yet
Score some calls to see rep performance here.
Category Weaknesses (All Reviews)
No data yet
Score some calls to see where reps are struggling.
Matt Coaching Gate
Day 30 Decision: April 23, 2026 | Starting close rate: 7.41%
Gate Milestones
🔘 Weeks 1-2 (Diagnosis)
No target - baseline. Pull 10-15 recordings.
📋 Record reviews to track
🔳 Weeks 3-4
Target: 10% close rate
✅ Gate: 10%
🔴 Weeks 5-6
Target: 12% close rate
✅ Gate: 12%
🔵 Weeks 7-8
Target: 15%+ close rate
✅ Gate: 15%
🚨 Apr 23 Gate
Minimum 12% to keep full queue. 9-11% = reduced queue. Under 9% = routing change.
Decision pending
Week-by-Week Focus (Coaching Sessions)
Week 3
Discovery
5 specific questions before touching a rate
Week 4
Trial Close Language
Check-in phrases throughout, not just at the end
Week 5
Objection: "Think About It"
Never accept at face value. Surface real objection.
Week 6
Processor Contrast
North vs PayARC vs current - plain English, no script
Week 7
App Submission
Keep merchant on phone through the fill
Week 8
Urgency + Commitment
Every call ends with app or booked callback. No open ends.
Quick Reference: Matt's Core Scripts
"I'm not interested"
"Totally get it - are you locked into a contract right now or just not looking to switch?"
"Send me something in email"
"I can do that. Before I do - what would make you actually read it vs let it sit? I want to send you the right thing."
"I'm with [competitor]"
"Good - actually, that tells me something. How long have you been with them, and are you happy with your rates?"
"I need to think about it"
"Of course. What part of it are you thinking through? Is it the savings numbers, the timing, or something I didn't explain well?"
Price objection
"What are you paying now? Let me run the comparison right now - if I can't beat it, I'll tell you."