The first conversation decides whether they stay.
Advisors have that call once.Nobody reviews it, and it is the only moment where the decision is still open.
- Fix
- First enquiry closed without booking the next step
- Say
- “Shall we take fifteen minutes on Thursday to go through the terms?”
- Because
- “Sounds reasonable, I’ll think it over and get back to you.”24:17
We are not asking to listen to protected conversations.
Client confidentiality is the first thing you thought about, and you are right to. What we work with are the lines you yourself call unprotected: first enquiries before a policy exists, service and administrative calls.
Tuesday, and the season is already moving
Twenty-five advisors took four hundred first enquiries last week. Nobody listened to more than a handful, because a first enquiry lasts nine minutes and there are four hundred of them. The ones that went nowhere went nowhere quietly.
A first enquiry happens once per client, and it is the only moment where the decision is still open.
What changes
Every first enquiry, not a sample
One advisor handles hundreds a quarter. You see all of them the same way, not the five somebody had time for.
The same standard across the network
Twenty-five advisors, twenty-five versions of the first call. One standard, and a weekly plan per person to reach it.
Training that costs no real enquiries
New advisors rehearse the hard objection on an AI customer before they take a live one.
How it works on your conversations
Every screen below is the product itself, running. Try one.
See the one step your advisors skip most
Every point of your advice standard is ranked by what it costs across the whole network. The top one arrives with the advisors who missed it and the enquiries behind each name, so the next conversation with a branch manager is about one thing, with the calls open on the table.The step of the needs analysis skipped most often this week, and exactly who skipped it.Success score
38/ 100↘ 6 p.p.
How close conversations came to a sale · 43 rated calls
Distribution of points
Every call this week, placed by how much of your standard it met.
What fails most often
Every item of your standard, across the whole team, ordered by how much of the week it touched.
- 39.5% failed
Who failed?
- Alla Krylova3 of 5coaching plan →
- Jenna Sloan2 of 3coaching plan →
- Marcus Webb2 of 3coaching plan →
- Elise Navarro2 of 4coaching plan →
- Nathan Grey1 of 2coaching plan →
- Adam Reyes1 of 3coaching plan →
- Isaac Lane1 of 4coaching plan →
- 31.7% failed
- 30.2% failed
- 30.2% failed
- 28.6% failed
Open any score into the sentence it came from
An advisor who disagrees with an assessment can play the moment. Every point opens into what was said, with the minute it was said at, so a review meeting stops being an argument about impressions and becomes a conversation about a recording you both heard.What the advisor said, what the client answered, and the minute of the enquiry it happened at.Call card
Discovery call · new inbound
62/ 100
Quote from dialogue
Where in the call it was said
Why this score
Every example was tied to what this buyer had already said: the team size, the tool they are moving off, the deadline they named. Nothing was read off a list.
Let advisors dispute a score. A person decides
Self-employed advisors accept a standard when they can argue with it. An advisor challenges any assessment with their reasoning attached, the appeal goes to a human, and the outcome is visible to the whole network. A score nobody can contest is a score nobody applies.An advisor disputes an assessment. A branch manager rules, and the whole network sees the outcome.Appeals this month
Anyone can dispute any score. A person decides, and the outcome is visible to the team.
What gets disputed most
- Budget question asked3×
- Objection handled1×
- Next step agreed1×
- Decision maker identified1×
Point at a status to see what it means
Read what clients came for, in their order
Retirement, family security, a property, the children. Every goal your clients raised is counted across the quarter and ranked by how often they raise it, with the sentence each count came from. This is what your first appointment should open with, and what your advertising should say.What clients asked about this quarter, ranked by how often they raised it.What buyers want this week
Buyer goals from the week’s calls, as a share of everyone who brought it up. This is what the ads should talk about.
«Half my team joined this year and every one of them learns by watching whoever is free.»
Most often this week: Getting new people productive faster (41%)
Requests left without an answer
Everything a buyer asked for and did not get, not only “we don’t have it”. Real product gaps are marked separately.
3× real product gap this week
Aug 12Product gap
[40:35] Buyer: «Can we get this in German for the Austrian team as well?»
The rep said they would check and the call moved on. Nobody checked.
Open conversation →
Aug 11Send documents
[20:37] Buyer: «Could you send over the slides from the presentation?»
The rep said they did not have them to hand. They were never sent.
Open conversation →
Aug 9Product gap
[26:04] Buyer: «Does it connect to the system we already use for tickets?»
The rep answered “not right now”, and the buyer did not ask again.
Open conversation →
Built for how an advisory network actually runs
- First appointment
- The one conversation where the decision is still open. Every one of them is read, not the handful somebody had time for.
- Branch structure
- Seventeen sales departments with seventeen managers stay seventeen. Each manager sees their own people; you see the standard across all of them.
- Self-employed advisors
- People who own their book accept a standard they can dispute. Every assessment is appealable, and a person rules on it.
- Unprotected lines only
- Where the line runs is drawn by your compliance team, written down once, and applied to every recording after that.
- Advisors sell in their language
- An advisor works in German or Portuguese, leadership reads the same review in English. One standard, one screen.
What happens, and when
Week one
Every first enquiry from the past quarter is read. You see which ones ended without a next step, and what was said instead.
Month one
Each advisor gets three things to fix, in their own words, from their own calls. The share of enquiries ending with a booked meeting starts moving.
Quarter one
New advisors rehearse the hard objection before their first live enquiry, not on it.
Where to start
Each product is bought on its own. Start with the one that hurts.
Spellit Actions
Start with it!Spellit Academy
Spellit Client Truth
Spellit Notes
See the demo now. Then run it on yours.
A live demo of our products and a real conversation
about your revenue growth problem.