Automated changelogMulti-product solution
Tables, Zaps
Zoom call coach: AI-powered sales and success coaching
Automate personalized coaching on your Zoom sales calls using this AI-powered call analysis template.
Click and drag to move around the canvas and pinch to zoom.
Overview
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.
Why build an automated Zoom call coach?
- Receive instant, AI-generated feedback on your call performance.
- Analyze key metrics for sales call success, like talk-listen ratio, talk speed, filler words, and longest spiel.
- Get feedback on how you open calls, ask questions, build connection and rapport, demonstrate value, ask for commitment, and establish a conversational flow.
What key features come with the automated Zoom call coach template?
- Automatic review — Get an analysis of all the 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.
- Performance tracking — Monitor your feedback log to track your progress over time.
- Feedback where you work — Get critiques delivered to you in Slack by private DM.
- Modular design — Easily build onto, modify, or customize this workflow to suit your needs.
Who should use the Zoom call coach template?
A 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 leaders and managers — Use the insights to improve how you deliver one-on-ones. Or expand it to your team to help them get call coaching and track overall performance.
How does this template work?
This template builds you a personalized coaching system for your Zoom calls. Here's how:
- 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 DM.
You'll find detailed setup instructions inside the template. Scroll down for a preview.
Frequently asked questions
Do I need technical expertise to set this template up?
Nope! While knowledge of Zapier is helpful, in the template's included canvas, we provide step-by-step instructions to help you set things up and customize the workflow to fit your needs.
How accurate is the AI analysis?
It's genuinely insightful—but it's important to remember that it's a tool to support your development, not replace human judgment. Use the insights as a guide for improvement rather than a source of absolute truth.
Can I customize the areas of focus for feedback?
Yes, you can customize the template to focus on specific metrics or areas of improvement most relevant to your role or industry. You can adjust these settings in the AI prompts.
