Playbooks / Grade recorded sales calls against your script

Grade recorded sales calls against your script

Grade recorded sales calls against your script

Coming

Recorded sales calls are transcribed and graded against the call script: adherence percentage, pain questions asked, unprompted discounts, objection handling, with role-play assignments and next actions.

Kit

No separate kit. The playbook is self-contained.

You need

AccountWhyFree or paidPlan
LoomClients record walkthroughs and sales calls on Loom; the film-card skill and the sales-call review read Loom links.Free tier availableFree (25 videos, 5 min each) is enough for briefs; Business (about 15 USD/mo) removes limits. No API used.
Fathom (call recorder)Client-side call recorder used by clients for lessons and sales calls. The fathom-download skill pulls the MP4 and speaker transcript from a share link; the voc-ingest scripts pull whole libraries through the API.Free tier availableFree for recording and sharing; the API and webhooks need Fathom Premium or Team.
mlx-whisper (local transcription, Apple Silicon)Word-level transcripts for rough cuts, captions, chapter timestamps and YouTube descriptions, all offline.FreeFree; needs an Apple Silicon Mac with 16 GB+ RAM. Model whisper-large-v3-turbo downloads once (about 1.6 GB).
yt-dlpDownloads YouTube, TikTok and Instagram video, auto-captions and comments for vaults, B-roll, MIDI extraction and quote verification.FreeFree.
ffmpeg + ffprobeEvery cut, mux, loudness pass, proxy, contact sheet and platform encode. The delivery encoder uses h264_videotoolbox on Apple Silicon.FreeFree (Homebrew build includes VideoToolbox).

What you bring

  • Your call recordings or transcripts, exported
  • Your call script

The steps

  1. Download and de-duplicate the recordings
  2. Transcribe locally with timestamps
  3. Turn the script into a rubric
  4. Read every transcript line by line and build the scoreboard
  5. Fill the compliance matrix
  6. Write the findings, red flags, and what to keep
  7. Write the fix: rules and word-for-word lines
  8. Write the training plan and deliver

Get the full playbook

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