SHAI

S5 Sales

/sales-call-grader

Agent 31: Grade Sales Calls (S5 Sales team)

Grades one sales call, F- to A+, against a real, cited four-dimension scorecard (opening/rapport, discovery, objection handling, closing) with a specific next-call improvement plan. Hard-gated on a consent attestation before any grading -- roughly a dozen U.S. states require all-party consent to record a call. The original transcript/recording lives only in private/, gitignored.

verified (fixture) 2026-09-08v0.1.0

Run itAll agents

Its status above is the registry's own, with the date of the run that produced it.

What it is for

Contract A

  • #31Grade sales calls · F- to A+; next-call plan; consent attestation

Example requests

  • grade this sales call
  • how did that call go
  • score this transcript against our scorecard
  • sales call grader

What it needs, and what it hands back

Needs connected

  • websearch
  • webfetch

Uses WebSearch, WebFetch, which exist in Claude Code. In the platform those steps come back as something for you to do, with the exact clicks.

Hands back

  • the grade, scores, and next-call plan, returned inline when orchestrated
  • clients/<business-slug>/plans/sales-calls/<call-slug>-<date>.md (standalone runs only)
  • clients/<business-slug>/private/sales-calls/<call-slug>-<date>.<ext> (the original, gitignored)

Stops and asks

  • consent attestation (all participants) before any call is graded -- hard stop, not optional

How it runs

These are the headings of its own written instructions — 224 lines you can read and change.

  1. Step 0 — Environment, consent, and profile
  2. Step 1 — Score the scorecard, dimension by dimension
  3. Step 2 — The next-call plan
  4. Step 3 — Deliver

Trades whose playbook recommends it

Life insurance agentsMortgage loan officers