AI reviews every call against your playbook and turns missed opportunities into coaching.
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Thanks for calling Canyon Self Storage Tucson East. This is Marcus.
Hi. Do you have a climate-controlled 10-by-10? I need it next week.
Yes. It is $179 a month, plus insurance. Want me to text you the link?Size accepted without validation
Let me call a couple of other places and get back to you.
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
Increase in inquiry-to-lease conversion
USG
Sales-script compliance, up from 30%
Storage Asset Management
Disputes handled by a human
Our team listens to the recording, reviews the score and explains the decision.
2:30Client interviewWatch Kim’s storyUniversal Storage Group
+41% increase in inquiry-to-lease conversions, reported by USG
“I just wanna say thank you for the help you've given us in making this a much more objective and productive process.” — Kim, VP of Marketing & Training at Universal Storage Group. Hear how AI call evaluations, flexible scoring, and responsive appeals helped her team.
Evalyn® is a white-glove service. Our team builds it around your operation and runs it with you.
We connect to your existing phone system, CRM and recordings, and handle the setup for you.
Phone system
Zoom Phone
CRM
HubSpot
RecordingsZoom recordings
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
InterviewsOur team reviews disputed scores, checks the recording and explains the decision. Your managers get an answer without giving you another queue to manage.
“I asked for the booking.”
The recording includes a price quote, but no request for the booking.APPEAL DENIEDWe 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.
Your feedback. Our recommendations. The next goal.
Updated scoring and training built around the outcome.
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.
See where calls follow the playbook and where managers need support. We score the conversations, review the results and handle appeals.
Give each manager practice based on their own calls. We create the videos, role practice and reflective questions, then track completion.
We call your facilities and send shoppers in person to see the experience your customers get. Live interactions are recorded where permitted.
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.
You get the scorecard, the coaching plan, a training video and role play exercises. No charge.
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.
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.
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.
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.
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.
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.
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.
Pricing depends on your call volume, systems and the services you need. We agree on the scope and contract terms with you before starting.
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.
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.
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.
