Pilot Readiness Report · demo

Personal Loan Sales

Priya @ Bharat Capital · 8 personas · 4 break points

Export report

0.0

Readiness

Pilot Ready

Dimension radar

  • Current
  • Previous
ScriptComplianceEmpathyObjectionsClarityResolution

Averages (0–10)

  • Script8.6
  • Compliance9.1
  • Empathy7.9
  • Objections8.0
  • Clarity8.4
  • Resolution8.0

Before / after · v1 → v2

v1 · before

57.4

Not Ready

Readiness delta

+0.0

Not Ready → Pilot Ready

v2 · after

84.2

Pilot Ready
Script+0.0
Compliance+0.0
Empathy+0.0
Objections+0.0
Clarity+0.0
Resolution+0.0

Heatmap · improved cells glow

PersonaScriptComplianceEmpathyObjectionsClarityResolutionScore
8
9
8
7
8
7
79.5
9
9
9
8
8
8
86
9
9
7
8
9
8
84
9
9
8
8
9
8
85.5
8
9
8
8
8
8
82.5
9
10
8
9
8
8
88.5
8
9
7
8
8
8
81
9
9
8
8
9
9
87

What Script Doctor changed

  1. 1Adds a permission check so busy customers aren't steamrolled.

    fixes · Ananya Rao t3fixes · Aman Verma t3
  2. 2'Pre-approved' implied guaranteed approval, a compliance breach.

    fixes · Fatima Sheikh t5fixes · Aman Verma t3
  3. 3Hinglish and senior customers disengaged when the agent kept a fixed register.

    fixes · Aman Verma t3fixes · Kamala Nair t5
  4. 4The script contained an invented teaser rate and no fee disclosure.

    fixes · Vikram Iyer t5fixes · Aman Verma t5
  5. 5Gives the agent a safe, scripted refusal for hagglers and trap questions.

    fixes · Harpreet Singh t7fixes · Fatima Sheikh t7
  6. 6Collecting documents verbally invited OTP-style trap requests.

    fixes · Fatima Sheikh t9
  7. 7The furious customer's DNC request was handled late and vaguely.

    fixes · Rajesh Malhotra t7

Break points · ranked by severity

  1. #1Minorempathy

    Apology came one turn late; opening line still asked for identity confirmation into anger.

    “I'm sorry about that, Mr. Malhotra.”

    Fix: Lead with the apology the moment anger is heard.

  2. #2Minorclarity

    Prepayment charges not covered by the script; agent deferred rather than stating.

    “I don't have the prepayment terms in front of me; I'll include them in the written summary.”

    Fix: Add prepayment terms to the script disclosures.

  3. #3Minorscript

    Income question skipped before the close.

    “Main secure link bhej deti hoon, consent hai?”

    Fix: Ask approximate income in one line before sending the link.

  4. #4Minorempathy

    Refusal was slightly abrupt on the second ask.

    “As I said, I can't promise that.”

    Fix: Acknowledge the ask before repeating the refusal.

Strengths

  • ●Apology before pitch
  • ●Immediate, explicit DNC confirmation
  • ●Plain-language explanations
  • ●Offered to involve the son unprompted
  • ●Full disclosure in simple terms
  • ●Exact numbers, no marketing words
  • ●Admitted limits honestly
  • ●Respected the time cue

Recommended next steps

  1. Proceed to a limited pilot (10% of outbound loan leads) with daily compliance sampling for the first two weeks.
  2. Monitor the Furious Customer path: empathy improved, but the first apology still comes one turn late.
  3. Add an official EMI example table to the agent's knowledge so step 6 never improvises numbers.
  4. Re-run the full Gauntlet weekly as the script evolves and compare against this v2 baseline.

Calls · click to open the transcript