| name | closer-coach |
| description | Pull acquisitions/closing calls from your SmrtPhone account, transcribe with real tonality notes, and grade them against the DataSift closer rubric - discovery deepening, the money conversation, multi-option offer presentation, objection handling, commitment locking. Produces per-call coaching reports, closer scorecards, and an Excel workbook. Use when asked to review closing calls, offer calls, negotiation quality, or acquisitions call coaching. |
| version | 2.0.0 |
Closer Coach
Grades acquisitions calls (offer presentation, negotiation, renegotiation,
contract talk, in-person appointment recordings) against the DataSift Closer
playbook. Same pipeline as the cold-call-coach skill; this skill applies the
closing rubric to calls the triage step classified as closing.
Requirements, setup, and costs
Identical to the cold-call-coach skill (same scripts, same session, same .env):
python scripts/smrtphone_login.py once, OPENROUTER_API_KEY in .env,
optional roster.json. Transcription costs about $0.002 per audio minute.
Pipeline
python scripts/pull_calls.py --min-seconds 60 --days 14
python scripts/transcribe.py
Then take the closing group with worth_grading: true from
output/call_coaching/review_queue.json. Closing calls are rarer and longer
than cold calls; if the queue is empty, widen the window (--days 30) or drop
--min-seconds to 45. Very long calls (over ~25 min) may need the MP3 split
with ffmpeg (-f segment -segment_time 900) and the parts transcribed in order.
Grading procedure
- Read
references/rubric.md fully (gate with the in-person variant,
auto-fails, 6 categories weighted 15/25/20/25/10/5, anchors, template, the
required SCORES JSON footer).
- Read the whole transcript once; verify AGENT/SELLER labels by content.
- Score criterion by criterion against the 0/3/5 anchors (quote required),
compute the weighted /100 and band, and write one report per call to
output/call_coaching/reports/closing/{call_id}_{caller}.md with the
CRITERION SCORES table and SCORES JSON footer. Closing calls deserve depth:
include a negotiation timeline (each price or term mentioned, who moved,
what triggered the move) and a "the moment it was won or lost" section
quoting the pivotal exchange.
- Export:
python scripts/export_excel.py --dir output/call_coaching/reports/closing
Grading quality protocol (mandatory verify pass)
Same as cold-call-coach: verbatim quotes only, evidence per criterion, N/A
discipline with listed redistribution (N/A when the situation never arose,
e.g. renegotiation criteria on a first-offer call), math that foots exactly
with a matching JSON footer, and call-audible content only.
Failure modes
Session expired: re-run python scripts/smrtphone_login.py. Key error: set
OPENROUTER_API_KEY in .env. If a call is really lead management, grade it
with that skill instead and note the reroute.
Related
First-touch dials: cold-call-coach. Qualification follow-ups:
lead-manager-coach. This skill grades call QUALITY only.
