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Sales Call Feedback Loop
Automated AI-Powered Call Analysis for Warrior Sales Team
Status: 🟡 In Progress — Phase 1 Implementation | Priority: 🔴 P1 (Garrett Directive) | JIRA: WARSPR-1
🎯 Executive Summary
The Problem (Current State)
Ben Taylor spends 10+ hours/week manually reviewing sales call recordings, transcribing them, and providing feedback to sales reps.
Current Issues:
- ❌ Python script runs only on Ben's laptop
- ❌ System stops when Ben is unavailable
- ❌ Only Ben can maintain it (Python expertise required)
- ❌ No team visibility or dashboards
- ❌ No redundancy or 24/7 reliability
The Solution (Target State)
24/7 automated system capturing, transcribing, analyzing, and delivering feedback for EVERY sales call across ALL platforms.
🏗️ Visual Architecture
Complete System Flow
📊 Platform Coverage
What Gets Captured
| Platform | Call Type | Duration | Transcription | Status |
|---|---|---|---|---|
| GHL | Quick Qualification | 15 minutes | Voice AI API (native) | ✅ Tested & Working |
| Zoom | Discovery/Demo/Closing | > 15 min | AI Companion (native) | ✅ Available |
| Signal | All calls (future) | Any duration | Signal API | 🔄 Planned |
🔍 Detailed Workflow
Step 1: Call Completion
Step 2: Data Fetching
Step 3: AI Analysis
Step 4: Feedback Delivery
📈 Metrics & Scoring
AI Scorecard Structure
💰 Business Case
Investment
| Component | Monthly Cost |
|---|---|
| Vultr Server | $80-120 |
| n8n (self-hosted) | $0 |
| Metabase (self-hosted) | $0 |
| Dify (already deployed) | $0 |
| Transcription (native) | $0 |
| Total | $80-120/month |
Return
Ben's Time Savings:
- Before: 10+ hours/week manual work
- After: 2-3 hours/week reviewing AI summaries
- Savings: 7-8 hours/week = 30-35 hours/month
ROI:
- System cost: $80-120/month
- Value at $50-100/hr: $1,500-3,500/month
- ROI: 12x-30x return
🎯 Stakeholder Priority
"Ben Taylor processes and Scroll Content Creation have the highest priority."
— Garrett J. White, March 2026
This workflow is Priority #1 per direct Garrett directive. Weston Bell confirmed: *"P1 and P2 are Ben's projects — everything else waits."
🚀 Implementation Roadmap
Phase 1: Foundation (Days 1-2)
Goal: GHL 15-min calls flowing
Deliverable: Every new GHL 15-min call automatically logged
Phase 2: Zoom Integration (Days 2-3)
Goal: Long calls captured
Deliverable: Every Zoom call >15 min automatically processed
Phase 3: Unification (Days 3-4)
Goal: Unified dashboard live
Deliverable: Ben can see all calls in one view
Phase 4: Production (Days 4-5)
Goal: Full system live
Deliverable: 100% of sales calls analyzed automatically
✅ Success Criteria
Technical KPIs
| Metric | Target | Measurement |
|---|---|---|
| GHL Call Capture | 100% within 5 min | Webhook → Database |
| Zoom Call Capture | 100% within 15 min | Recording → Database |
| Transcription Accuracy | > 95% | Sample testing |
| AI Analysis Speed | < 5 min | Transcript → Scorecard |
| System Uptime | > 99% | 24/7 monitoring |
| Feedback Delivery | < 1 hour | Call end → Email sent |
Business KPIs
| Metric | Before | After | Target |
|---|---|---|---|
| Ben's Weekly Hours | 10+ hrs | 2-3 hrs | 70% reduction |
| Rep Feedback Time | Days | < 1 hour | Real-time |
| Call Coverage | ~50% | 100% | All calls |
| Rep Satisfaction | N/A | > 80% | Survey |
🔗 Resources
Documentation
- JIRA Epic: WARSPR-1
- GitHub:
Warrior-AI-Solutions/warrior-ai-readiness
Technical Stack
- Orchestration: n8n on Vultr
- AI Analysis: Dify on Vultr (already deployed)
- Dashboards: Metabase on Vultr
- Database: PostgreSQL on Vultr
- Feedback: GHL API + Google Workspace + Slack
📞 Key Contacts
| Role | Person | Responsibility |
|---|---|---|
| Project Owner | Ben Taylor | Requirements, testing, go-live |
| Technical Lead | Steffen | Architecture, implementation |
| Zoom Connectors | Weston | Zoom OAuth, API access |
| AI Standards | Garrett | Warrior Frame documentation |
🎯 Ready for Approval
Prerequisites Met:
- ✅ GHL API tested and confirmed working
- ✅ Voice AI endpoint discovered (transcripts available)
- ✅ Dify already deployed on Vultr
- ✅ Vultr server available
- ✅ Architecture confirmed with hybrid GHL + Zoom approach
Next Action: Deploy n8n and begin Phase 1 (GHL integration)
Go/No-Go Decision: ⏳ Pending stakeholder approval
Last Updated: 2026-03-04
Status: ✅ Architecture confirmed, awaiting implementation approval
JIRA Epic: WARSPR-1