AI Sales Coaching & Customer Health
Across multiple portfolio companies of a private equity investor, we built AI that scores recorded sales calls against custom coaching rubrics and monitors CRM, support, and product data to surface churn risk and expansion opportunities before they show up in the numbers.
How we built it
We connected Chorus call recordings to a custom AI scoring engine that evaluates each call against competency rubrics tailored for each portfolio company, then auto-generates rep-level coaching reports with manager-level visibility. The same infrastructure monitors CRM, support, and product data to surface churn signals and expansion opportunities before they show up in lagging indicators.
Specifically, what we built
- AI scoring of Chorus call recordings against custom rubrics
- Automated rep-level coaching reports with manager visibility
- Customer-health agents across CRM, support, product, and finance
- Churn-risk detection and expansion-opportunity surfacing