We handle the connections.
We connect to your existing phone system, CRM and recordings, and handle the setup for you.
Phone system
Zoom Phone
CRM
HubSpot
RecordingsZoom recordings
Evalyn® makes
every manager
an ace
AI reviews every call against your playbook and turns missed opportunities into coaching.
Trusted by
0:00 / 0:00
I stay on the line for every one of them.
Call · Tucson East0:00
Marcus0:00
Thanks for calling Canyon Self Storage Tucson East. This is Marcus.
Caller0:03
Hi. Do you have a climate-controlled 10-by-10? I need it next week.
Marcus0:08
Yes. It is $179 a month, plus insurance. Want me to text you the link?Size accepted without validation
Caller0:14
Let me call a couple of other places and get back to you.
Scored against the Tucson East rubric · 5 criteriaHanded to D. Reyes →
Call Canyon Self Storage · Tucson East · 0:18
Criteria met1/5
- Named the facility and introduced himselfMet
- Clarified what the caller was storingMissed
- Validated the requested size before quotingMissed
- Requested or confirmed contact detailsMissed
- Asked directly for a reservationMissed
DR
Marcus introduced himself and named the facility. The caller already specified climate control and next week, but Marcus quoted $179 without checking what they would store or whether a 10-by-10 would fit. Insurance was mentioned without a cost; offering a link was not a direct reservation ask.Reviewed by D. Reyes
A sample tells you a story.
Every call tells you what to fix.
- You review 100 calls.A small part of the picture.
- Evalyn reviews all 10,000.We sift through all the calls and accurately grade them.
- Now we help you improve.Get 1,000 more rentals.
Give me a quarter!
+41%
Increase in inquiry-to-lease conversion
USG
70%
Sales-script compliance, up from 30%
Storage Asset Management
100%
Disputes handled by a human
Our team listens to the recording, reviews the score and explains the decision.
Your playbook, on our desk.
Evalyn® is a white-glove service. Our team builds it around your operation and runs it with you.
Phone systemZoom PhoneCRMHubSpotRecordingsZoom recordingsYour standards become the playbook.
We work from your materials and interviews, adding our experience where you need it. Then we engineer the rubric, AI instructions, expected responses, pre- and post-processing, and check the scoring with you.
Word docs
PDF files
Excel files
InterviewsThe sales
playbook.+ our experience
playbook.+ our experience
We handle the appeals.
Our team reviews disputed scores, checks the recording and explains the decision. Your managers get an answer without giving you another queue to manage.
Manager appeal
“I asked for the booking.”
The recording includes a price quote, but no request for the booking.APPEAL DENIEDJust-in-time training for each manager.
How would you make the lookup productive?
Ask what they are storing, for how long, and collect a callback number.
Practice the productive lookup: “Hi. Do you have a 10-by-10? I need it next week.”
We keep improving with you.
We review your suggestions, report on what’s changed, and track progress toward your goals. As you reach them, we agree on what to tackle next: refine the scoring, expand the training, or build practice for a specific outcome. Our team keeps doing the work to help yours reach the next goal.
Review progress together.
Your feedback. Our recommendations. The next goal.
Put the next goal into practice.
Updated scoring and training built around the outcome.
AI analysis, in your hands.
See scoring rationale, navigate the call, and submit corrections in an intuitive interface.
We tailor the dashboard to what you and your team wants to know with easy navigation between big picture and individual calls.
Ask about the results in plain language and get analysis and recommendations without leaving the dashboard.
Connect your analysis to your preferred data sources and tools, including Power BI, Tableau and your team’s AI workspace.
Threethings
I already do.
Call monitoring
See where calls follow the playbook and where managers need support. We score the conversations, review the results and handle appeals.
Employee training
Give each manager practice based on their own calls. We create the videos, role practice and reflective questions, then track completion.
Mystery shopping
We call your facilities and send shoppers in person to see the experience your customers get. Live interactions are recorded where permitted.
Your next
AI project.
Have another process that takes too much manual work? Bring it to us.
We’ll look at how your team works and discuss where AI could help.
Send one call.
You get the scorecard, the coaching plan, a training video and role play exercises. No charge.
The people behind Evalyn.
Nikita Tkachenko
Nikita leads the Economics of Generative AI Research Lab at Golden Gate University.
Dan Cosgrove
Dan brings 44 years of experience measuring frontline teams through the eyes of their customers.
Thomas Forbes
Thomas builds software at Evalyn. He enjoys making things tangible enough to say, ‘I made that.’
Nikita Rom
Nikita is a data engineer and educator focused on real-time data processing and applied analytics.
Valerie Casares
Valerie is COO of Mercantile Systems, with 20+ years in mystery shopping and training.
Brian Daubin
Brian founded GSD Utility Solutions and brings 25+ years in utility strategy, operations and safety.
Roy K Lee
Roy is CEO and co-founder of GSD Utility Solutions, with 20+ years in process improvement.
A few things you might be wondering.
Do we need a finished playbook to get started?
We can refine your existing playbook or create one with you. We review your goals, interview your team and bring our industry experience to define the standards. Then we build the scoring rubric and check it with you against real conversations.
What happens if a manager disagrees with a score?
The manager can appeal it. Our team listens to the recording, reviews the score against your playbook and explains the decision. When the score needs correcting, we correct it. We also use that feedback to refine the scoring.
What if we don’t have call recordings yet?
We help you check whether your existing systems can record calls. If they can’t, we work with you to find another way to gather conversations for evaluation, such as mystery shopping or other recorded customer interactions. We agree on an approach that fits your operation and recording requirements.
How long does setup take, and what do you need from us?
We can kick off within two weeks. The setup and testing phase typically takes two to four weeks, depending on your systems and scope. Our team handles the connections, scoring rubric and training setup. We need your input on goals, access to the relevant systems and feedback on the scoring.
Can Evalyn® work with our existing systems?
We connect to phone systems, CRMs and recording sources. We review your setup and confirm compatibility as part of scoping the work. Our team handles the connections so you can keep working in your existing systems.
How is training tailored to each manager?
Training starts with gaps in that manager’s calls, measured against your playbook. We turn those gaps into a coaching video, reflection questions and conversation practice, then track completion. As your goals change, we update the training to work toward the next outcome.
How much does Evalyn® cost?
Pricing depends on your call volume, systems and the services you need. We agree on the scope and contract terms with you before starting.
What does the free call review include?
You get a scorecard, a coaching plan, a training video and conversation practice based on one of your calls. There is no charge for this first review. Start with the free-review request form. We arrange the NDA and the handoff before you share the recording.
How will you protect our recordings and results?
Your recordings and results are encrypted at rest and in transit. Access is restricted to authorized people and systems. Our team handles secure storage, access and deletion.
Can recordings and results stay in our own systems?
Yes. We can arrange for recordings and results to stay in your systems. If you need the service to run in your own environment too, we can discuss a customer-hosted deployment in your cloud or infrastructure.