CG
Collective GENIUS

Executive Verification Call Scorecard

EXECUTIVE VERIFICATION CALL SCORECARD

Arthur Greenstein

Call Evaluation & Performance Analysis

Strengths

• Rapport Building:

Leon always does a nice job establishing rapport and demonstrates strong industry awareness and understanding.

• Industry Knowledge:

He displays strong understanding and awareness of real estate, which gives him credibility with prospects.

• Active Listening:

Leon is a good listener, though not yet a trained listener. At 8:06, he asked "What are your biggest challenges?" and the prospect opened up for several minutes.

Key Observations

Biggest Strength

Rapport and industry knowledge — Leon connects easily and has credibility. The prospect even compared CG to "Tiger 21 for real estate" which is excellent positioning language.

Biggest Growth Opportunity

Strict discipline in the closing sequence — avoid tangents, deliver the 3 elements crisply, and never let politeness override persuasion. Close with confidence and assumptive tone.

Red Flags / Coaching Opportunities

1. Weak and Confusing Start

  • • 2:23: Awkward silence followed by "Does that make sense?" — a closed-ended question he hadn't earned the right to ask
  • • 2:47: Prospect emphatically stated, "I still don't understand what you guys do"
  • • 3:38: Leon finally shared screen and recovered with a reasonable intro

Coaching Tip:

Intro must be under 60 seconds, crystal clear, and framed with exclusivity. Use three qualifiers ($10M, $2M, $15M) immediately and replace "Does that make sense?" with open-ended prompts like "What's your reaction to what I just shared?"

2. Missed Opportunities in Discovery

  • • 4:49: Leon finally used the three qualifiers — entirely too late, but valuable
  • • 7:44: Prospect admitted he had never been part of a group — missed chance to highlight member benefits
  • • 7:56: Prospect said he had outgrown one-on-one coaching — missed chance to tie peer forum benefits directly

Coaching Tip:

Leverage prospect language and mirror their words back. When they say "outgrown coaching," immediately connect that to CG's peer-to-peer collaboration model.

3. Closing Sequence Missteps

  • • 17:26: Leon sounded apologetic around time commitment instead of using assumptive tone
  • • 19:27: Prospect said "Yes" when asked if it was worth checking out, but Leon didn't close
  • • 20:18-21:03: Banter about dates instead of closing with deposit request

Coaching Tip:

When the prospect says Yes, move directly to deposit. Correct response: "Great — you are confirmed for March. Would you like to put your deposit fee on Amex, Visa, or another card?"

Leon showed good rapport-building skills and industry knowledge, but struggled with a confusing introduction and weak closing discipline. He needs to sharpen his intro to 60 seconds max with immediate qualifiers, replace closed-ended questions with open prompts, and close with confidence rather than hiding behind email follow-ups.

Performance Scorecard

CategoryWeightScore (1-5)Weighted Result
Rapport & Credibility20%40.80
Framing & Structure15%10.15
Objection Handling15%20.30
Closing Sequence Discipline25%20.50
Tone & Confidence15%20.30
Urgency & Persuasion10%10.10
TOTAL100%2.15 / 5.0

Action Steps for Next Call

1

Sharpen the intro to 60 seconds max with qualifiers + visuals. Borrow "Tiger 21 for real estate" language

2

Replace closed-ended questions with open-ended prompts to drive dialog

3

Leverage prospect language — mirror their words back (e.g., Tiger 21 reference, "outgrown coaching")

4

Tie pain points to value — play back what they said and connect directly to CG's benefits

5

Control the close with confidence — once prospect says Yes, move directly to deposit

6

Avoid politeness at the expense of persuasion — respectful but authoritative tone is critical

7

Strict discipline in closing — no tangents, no banter, no hiding behind email

Overall Assessment

2.15 / 5.0
NEEDS IMPROVEMENT