There's an art to leading great sales calls with customers on Zoom. If you're looking for personalized feedback on your technique, our AI-powered template can help—no human oversight required.

Our Zoom sales call review coach analyzes your calls and delivers immediate, personalized, actionable feedback—so you can better connect with your customers, deliver more value, and close more deals.

To use this template, you must have:

• A paid Zapier account or an active trial
• One table available in your Tables plan

Learn more about Zapier plans.

Key benefits of Call Coach

• Instant, AI-generated feedback on your call performance • Analysis of key metrics for sales call success: talk-listen ratio, talk speed, filler words, and longest spiel • Feedback on how you open calls, ask questions, build connection and rapport, demonstrate value, ask for commitment, and establish a conversational flow

Key features of the template

• Automatic analysis — Get an analysis of all Zoom call recordings you save to the cloud.

• Personalized coaching insights — Improve your call performance based on pre-defined research-backed criteria or define your own.

• Fully customizable — Tailor this workflow to perfectly integrate with your teams processes and needs.

• Performance tracking — Monitor your feedback log to track progress over time.

• Feedback where you work — Feedback delivered to you in Slack via private DM.

How this template works

Here's how this template creates a personalized coaching system:

• After your Zoom meeting recording ends, the template analyzes the transcript data for various call coaching metrics.
• AI provides feedback, summarizes it, and formats it for Slack.
• The feedback gets stored in a Zapier table for future reference.
• You receive the feedback in a Slack direct message.

You'll find detailed setup instructions inside the template. Scroll down for a preview.

Who should use this template

Zoom Call Coach is ideal for:

• Sales representatives: Refine your pitch, improve your objection handling, and increase your close rates with personalized coaching.
• Customer success managers: Enhance your ability to build relationships, address concerns, and drive customer satisfaction.
• Account managers: Strengthen your client interactions and improve account retention through more effective communication.
• Business development professionals: Hone your skills in identifying opportunities and nurturing leads through better conversations.
• Sales team team leaders and managers: Use the insights to improve in how you deliver one-on-ones. Or expand it to your team to help team members get call coaching and track overall performance.

Preview this template

View setup instructions and get a sense for how this template works using the embedded Canvas below.