Conversations · Advisor Coaching
Coaching built from the call, not from a deck
Every advisor call is scored on the same six dimensions. The next morning each person gets drills built from their own weakest moment — and compliance gaps become mandatory reps, not a suggestion.
Advisors coached
150+
Calls scored today
1,420
Conversion lift
+5.8pts
since drills began
Compliance gaps open
1
mandatory reps assigned
Advisor scorecards
One weakness, one drill — no generic training
| Advisor | Calls | Conversion | Score | Weakest moment | Drill assigned |
|---|---|---|---|---|---|
| Kunal Shetty | 142 | 31.4% | 88 | Closing on the first call | Assumptive close, 6 reps |
| Dev Menon | 96 | 26.8% | 82 | Handling 'market gir raha hai' | Risk-framing script, 8 reps |
| Ayesha Khan | 121 | 34.2% | 91 | Talk-time ratio 68% | Silence-and-ask drill, 5 reps |
| Sumit Rathi | 88 | 19.6% | 68 | Skips risk disclosure | Compliance script, mandatory 10 reps |
Sumit Rathi skipped risk disclosure on 4 of 88 calls. That is not a performance note — it is a compliance event. Ten mandatory reps are assigned and his calls are sampled at 100% until the pattern clears.
Team adherence
Where the whole floor is weak
Discovery78
Risk disclosure64
Objection handling71
Next step86
Tone & pace82
Compliance69
Risk disclosure at 64% is the floor-wide gap. It is now a scripted, non-skippable beat in every call opener.
How a drill is built
From one bad moment to a measurable rep
- 1 — The coach agent finds the 20 seconds where the call turned, not the whole recording.
- 2 — It writes the member's exact objection into a role-play, in the language the call happened in.
- 3 — The advisor does six reps against the agent, which pushes back the way that member did.
- 4 — The next real call with the same objection is scored and compared. That delta is the only proof that counts.