Conversation-Intelligence Coaching Retainer Build (10-14 days)
A productized engagement that turns recorded client sales calls into a scored coaching cadence, a manager operating rhythm, and a monthly evidence pack the client renews against. Built for agencies that want recurring revenue tied to close-rate movement rather than one-off training days. Time: 10-14 days.
By InnovaAI ResearchPublished
How do you implement it?
Conversation-Intelligence Coaching Retainer Build (10-14 days)
A productized engagement that turns recorded client sales calls into a scored coaching cadence, a manager operating rhythm, and a monthly evidence pack the client renews against. Built for agencies that want recurring revenue tied to close-rate movement rather than one-off training days.
- Client grants recording consent and lawful-capture sign-off for every rep and region in scope Admin access to the CRM and the chosen conversation intelligence platform, plus a named client-side sales manager who owns the cadence At least 40 recorded calls from the trailing 90 days to score against Agreed baseline metrics (win rate, stage conversion, ramp time) exported before any coaching begins Named executive sponsor who will attend the month-one readout
- 1.Inventory the client's call sources, channels, and recording coverage gaps
- 2.Confirm consent language and data retention rules per region
- 3.Map the current coaching habit, including who reviews what and how often
- 1.Export baseline win rate, stage conversion, and average ramp time
- 2.Interview three top performers and three struggling reps separately
- 3.Document the client's own definition of a good discovery call
- 1.Draft a scorecard of 6 to 8 observable behaviors drawn from the interviews
- 2.Weight each behavior against the baseline conversion data
- 3.Review the draft scorecard with the client sales manager and revise
- 1.Configure the chosen platform to score calls against the scorecard
- 2.Set up CRM field mapping so scores land on the deal record
- 3.Test the pipeline on five historical calls and check for false positives
- 1.Run a calibration session where two managers score the same five calls
- 2.Log disagreements and tighten ambiguous scorecard language
- 3.Publish the final scorecard and scoring rubric
- 1.Build the 1:1 coaching template the client manager will run weekly
- 2.Draft the pipeline review agenda tied to scored call evidence
- 3.Write the escalation path for reps who miss the same behavior twice
- 1.Run the first live coaching session alongside the client manager
- 2.Record where the manager deviates from the template
- 3.Adjust the template based on what actually happened in the room
- 1.Stand up role-play drills for the two weakest scorecard behaviors
- 2.Assign drill owners and a weekly practice slot
- 3.Set a pass threshold reps must hit before the next live call review
- 1.Build the monthly evidence pack template with baseline versus current charts
- 2.Wire automated exports so the pack refreshes without manual pulls
- 3.Add a human review checkpoint before any AI-generated insight reaches the client
- 1.Train the client manager to run the cadence without agency support
- 2.Hand over the scorecard, templates, and drill library
- 3.Confirm the manager can regenerate the evidence pack unaided
- 1.Present the month-one readout to the executive sponsor
- 2.Show baseline versus current on the agreed metrics with sample sizes stated
- 3.Agree the month-two coaching focus and renewal checkpoint
- 1.Finalize the retainer scope, monthly cadence, and reporting dates
- 2.Document data handling and access permissions for the platform
- 3.Close out with a written handover pack and named owners
Coaching work is priced against the client's cost of a missed quota, so a single recovered point of win rate on a mid-size team usually exceeds the annual retainer. The agency margin sits in the scorecard and evidence pack, which are reusable across clients in the same vertical and cost little to reproduce after the first build. Because the monthly pack is generated from the client's own call data, switching providers means losing the baseline history, which is what keeps renewal conversations short.
- Weighted behavioral scorecard with scoring rubric and calibration notes
- Weekly 1:1 coaching template and pipeline review agenda
- Role-play drill library mapped to the two weakest scored behaviors
- Monthly evidence pack template with baseline versus current conversion charts
- Written handover pack naming cadence owners, data permissions, and renewal checkpoints
The client's own sales manager runs one full weekly coaching cycle and regenerates the monthly evidence pack without agency assistance, and the pack shows scored call coverage for at least 80 percent of active reps.