Step 1: Open a Call Recording
Navigate to any lead or call record that contains a recorded phone conversation.
Step 2: Locate the Grading Options
Inside the call recording section, you will see:
LM Grade (Lead Manager Grade)
AM Grade (Acquisition Manager Grade)
Step 3: Select the Grading Type
Choose which type of grading you want to generate:
Lead Manager (LM)
Acquisition Manager (AM)
Both
Step 4: Generate the AI Call Grade
Click the grading option.
The AI will automatically:
Analyze the call recording
Score the conversation
Generate coaching feedback
Step 5: Review the Lead Manager (LM) Evaluation
The Lead Manager grading reviews:
Seller participation
Reason for selling
Property detail gathering
Timeline confirmation
Seller price expectations
Professionalism and rapport
Follow-up scheduling or lead progression
Step 6: Review the Acquisition Manager (AM) Evaluation
The Acquisition Manager grading reviews:
Relationship building
Seller motivation discovery
Property and financial discussions
Offer presentation
Objection handling
Commitment and next steps
Deal progression
Step 7: Review the AI Score Breakdown
Each grading report includes:
Individual category scores
Detailed feedback
Suggested improvements
Coaching recommendations
Step 8: Review Summary Insights
The AI also provides:
Overall Strengths
Areas for Improvement
Final Thoughts and Coaching Notes
Step 9: Use the Reports for Team Coaching
Managers can use the grading reports to:
Evaluate call quality
Coach team members
Improve sales conversations
Track performance consistency
Identify training opportunities