Kinetik Capital · Agent

Demo data

Hi, Shane.

Your last 5 calls averaged 78.

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Your scorecards

Signl
84

Marcus Webb

· Brightline Industries

12 min · 124d ago

+Strong rapport in opening

–Missed pricing objection

Follow-up
91

Angela Russo

· Russo & Sons Fleet

18 min · 124d ago

+Clear product fit framing

–Long monologue at minute 8

Won
67

Priya Anand

· Anand Equipment Leasing

9 min · 124d ago

+Solid discovery questions

–No close attempt

No decision
72

Daniel Cho

6 min · 124d ago

+Tight intro under 30s

–Cut off prospect twice

Follow-up
78

Sarah Vance

· Vance Logistics

14 min · 125d ago

+Handled rate objection well

–Didn't ask for referral

Won

Activity

Notos

Marcus Webb· Follow-up

124d ago

Follow-up Thursday 3pm — send SBA term sheet first

Angela Russo· Deal amount

124d ago

Working capital — $280K, 12 months

Angela Russo· Contact synced

124d ago

Email + mobile + LinkedIn updated on Salesforce record

Priya Anand· Objection

124d ago

Concerned about personal guarantee — flag for objection clinic

Daniel Cho· Note

124d ago

Equipment financing for restaurant POS — needs $45K