CG
Collective GENIUS

Executive Verification Call Scorecard

EXECUTIVE VERIFICATION CALL SCORECARD

Arthur Greenstein

Call Evaluation & Performance Analysis

Strengths

• Rapport Building:

Leon established good connection early on. This is a critical skill for opening conversations, lowering defenses, and building trust.

• Industry Knowledge:

He displayed strong understanding and awareness of real estate, which gave him credibility.

• Use of Silence:

While inconsistent, Leon showed glimpses of using silence effectively. At 24:06, his pause created space for the prospect to step forward and share his passion.

Performance Scorecard

CategoryWeightScore (1-5)Weighted Result
Rapport & Credibility20%40.80
Framing & Structure15%20.30
Objection Handling15%20.30
Closing Sequence Discipline25%20.50
Tone & Confidence15%20.30
Urgency & Persuasion10%10.10
TOTAL100%2.30 / 5.0

Key Observations

Biggest Strength

Rapport and industry knowledge — Leon connects easily and has credibility.

Biggest Growth Opportunity

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

Red Flags / Coaching Opportunities

1. Creating Needless Objections

  • • 20:40: Framed time/attendance as an objection when the prospect wasn't resisting
  • • 21:03: Prospect clarified attendance wasn't the issue, but Leon revisited it instead of reinforcing value

Coaching Tip: Avoid manufacturing objections. Anchor commitment as assumed and natural: "Most of our members find the cadence fits seamlessly into their schedules..."

2. Missed Timing on Visuals and Key Qualifiers

  • • 22:43: Screen share came too late
  • • Leon missed the chance to reinforce credibility by dropping early qualifiers ($10M, $2M, $15M)

Coaching Tip: Use early visuals paired with strong numerical qualifiers within the first 60–90 seconds to establish authority and raise perceived exclusivity.

3. Closing Sequence Missteps

  • • 26:26: Prospect invited the close ("Walk me through the ask") — a major buying signal. Leon diverted to small talk about Japan
  • • 29:35: Tone during the close was sheepish, almost apologetic
  • • 30:00: Accepted "Shoot me an email" instead of confidently managing the objection

Coaching Tip: When the prospect invites the close, lean in immediately. Deliver fees with confidence and assume the next step.

Action Steps for Next Call

1

Share visuals and drop key qualifiers within 90 seconds

2

Stop creating objections — only address what the prospect raises

3

At buying signals, lean in immediately. No small talk

4

Answer fee questions directly and move into an assumptive close

5

Reframe deferrals ("Shoot me an email") into urgency-driven closes

Overall Assessment

2.3 / 5.0
NEEDS IMPROVEMENT

Leon showed flashes of strength (rapport, industry awareness, one effective use of silence). But he faltered in the most critical sections — framing, closing discipline, and urgency. Focus on strict discipline in closing, avoiding politeness at the expense of persuasion, and early framing with visuals and qualifiers.