What Was Broken

The agency used multiple freelancers with separate Zoom accounts. There was no central way to collect recordings, compare meeting quality, or track missed opportunities and individual performance.

Who Was Affected

Sales consultants, account managers, and the agency operations team who needed visibility into call outcomes and coaching opportunities.

Business Risk

Lack of visibility led to inconsistent sales quality, missed upsell opportunities, and poor coaching feedback loops, reducing revenue potential.

Approach

We audited the agency's current meeting workflows, identified where recordings were stored (if at all), and mapped touchpoints where automated capture and transcription could enable analytics and coaching signals.

Key Discoveries

• Many recordings were inaccessible for central review
• Raw transcripts were in various languages and inconsistent formats
• Sales opportunities could be detected by keyword patterns and conversational signals
• Small process changes could unlock measurable revenue and efficiency gains

What Was Designed

Implemented an automated pipeline: collect Zoom cloud recordings, convert audio to text with Lithuanian transcription, enrich transcripts with AI to extract insights, scoring and action recommendations, and centralize results in a dashboard for managers and reps.

Automation Workflow

Why This Solution

Centralized recording + AI-driven analysis created a continuous feedback loop, letting managers coach reps, replicate successful patterns, and reduce time wasted on low-value calls.