Interaction review - Dana Harmon local LLM · playbook C-Analytical
This customer Rep coaching view

Call · Jul 14 · 12m

fit 8.6 · positive

Email · Jul 14

fit 9.1 · sent via W23

Site visit · Jul 9

fit 7.2 · notes thin

Text · Jul 2

fit 8.8 · quick reply

Call · Jul 14 - AI review (vs. C-Analytical playbook + stored history)

✓ led with data ✓ no pressure close ✓ answered line-by-line △ install timeline left vague

Commitments detected

Send amortization tabledone · Jul 14 email
Check prepayment penalty with Wisetackopen · task created
Hold Jul 20–21 crew slotdone · calendar
Coaching note (private to rep + manager): analytical buyers want dates - give a concrete install window next touch Agree · Dispute

Relationship health

82 ▲ +6 this wk

responsiveness · sentiment · commitments kept · quote engagement

Guardrails

Call recording follows per-state consent; disclosure played on record.

Reps see their own reviews first; manager view is aggregate-led.

Reviews coach, never auto-discipline; disputes route to a human.