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SMS Growth AI

SecureMyScholarship

Caller coaching

Sagar Mehta

Review Sagar Mehta’s study-plan discovery, scholarship explanations and next-step coaching. 64 demo calls scored this week · SMS expert counselling

Connect rate 70%Counselling conversion 22%Talk:listen 56:445 vs last week

88

/ 100

Script score

Calls

64

dialled this week

Connects

45

70% pickup

Counselling booked

10

22% of connects

Score vs team

+6

team avg 82

Score trend

Weighted checklist score, last 7 days

MonTueWedThuFriSatSun

Daily activity

Dialled vs connected

8
Mon
12
Tue
7
Wed
11
Thu
6
Fri
10
Sat
5
Sun
Mon5 connects
Tue4 connects
Wed3 connects
Thu9 connects
Fri8 connects
Sat7 connects
Sun6 connects

Script adherence

Every checklist step, % of calls where it landed

Opening + permission77

Student or parent identified79

Annual budget captured81

Destination + course captured83

Scores + intake captured85

Scholarship eligibility explained87

Counselling slot offered89

WhatsApp consent confirmed91

Personal funnel

This week, dial to booked consultation

Dialled64 · 100%
Connected45 · 70%
Qualified28 · 44%
Counselling offered20 · 31%
Counselling booked10 · 16%

English

61%

Hindi / Hinglish

39%

Objection handling

How cleanly each SecureMyScholarship objection is handled

Destination fit71%
Intake readiness55%
Total annual cost82%
Scholarship eligibility64%
Education loan eligibility89%

Coaching priorities

Ranked by expected impact on counselling bookings

#1Log annual budget in LeadSquared

High impact

Log annual budget and intake within five minutes.

#2Offer a free counselling slot before minute four

High impact

Counselling offer lands on 89% of calls — every 10 points here is roughly 1.5 extra consultations a week.

#3Explain scholarship eligibility and verify intake terms

Medium impact

Separate scholarship eligibility from admission decisions; never promise admission or visa approval.

#4Log budget and timeline in the CRM within 5 minutes

Medium impact

Missing budget fields block the consolidated profile and the counsellor handoff brief.

Working

  • · Accurate eligibility explanation

Gaps

  • · Log annual budget in LeadSquared

This week's drill

→ Log annual budget and intake within five minutes.

Scored calls

LeadLanguageDurationScoreIntentCoach note
Aarav ShahEnglish6m 12s93hotCourse and budget confirmed; free counselling booked.
Rahul GuptaEnglish4m 48s77warmUniversity-direct comparison needs a clear explanation of SMS benefits.
Anjali MehtaEnglish7m 03s90hotScores and intake captured; checklist offered on WhatsApp.
Nikhil RaoEnglish3m 21s70warmAnnual budget missing; no counselling slot offered.
Farhan QureshiHindi / Hinglish5m 34s89hotParent concerns addressed; father joining counselling.
Kavya NairEnglish4m 07s82warmScholarship conditions rushed; check understanding.

Key moments the Coach agent flagged

01:12

Is now a good time to discuss your study plans?

02:40

Which course, destination and intake are you considering?

04:05

A scholarship was quoted before checking academic eligibility.

05:38

Applications are free; universities decide admission and partners handle visa support.

06:20

The call ended without confirming the next counselling step.

Versus the rest of the desk

Sagar Mehta (this caller)88
Rohit Sharma86
Sneha Kapoor91
Amit Verma72
Ritu Shah84
Pallavi Rao68