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A real example using the same sections as every Sale Buddy scorecard. Transcripts are excluded from shared summaries by default.

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OUTBOUND AUTO LEAD · SAMPLE

Martinez family auto quote

Strong discovery and a clear close. The rep earned trust by asking about the new teen driver, but missed a natural home and auto bundle conversation.

84

CALL SCORE

Opening & Rapport9/10
Discovery & Needs8/10
Coverage Explanation8/10
Objection Handling7/10
Cross sell & Bundling7/10
Closing & Next Step9/10

What went well

  • • Confirmed the teen driver’s daily commute before quoting.
  • • Reframed price around protection rather than discounting.

Best next move

The prospect owns a home and has two vehicles. Transition into a bundle before presenting the final price.

Say this: “Before I lock this in, let me check what your home and auto look like together.”

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