For Cash DPTs
ClinicalMarketer.ai

Review & Score Every Discovery Call
Instantly.

Connect your Discovery Call Tool (CM Hub, Call Rail, Quo). ClinicalMarketer.ai transcribes recordings, grades them against our 19-criteria perfect cash DPT scorecard, and delivers detailed coaching reports straight to your inbox or Slack.

Simple Setup

From recording to scorecard in 3 steps

No manual work. No spreadsheets. Just connect once and let ClinicalMarketer.ai do the rest.

1

Connect Your Call Tool

Copy your unique webhook URL from the dashboard and paste it into GHL, CallRail, Quo, or Twilio. Takes under 60 seconds.

2

Call Ends — AI Gets to Work

The moment a discovery call finishes, the recording is automatically transcribed by Whisper AI and graded by Claude against the 19-criteria Pro+Kinetix scorecard.

3

Receive Your Coaching Report

A detailed scorecard with scores, objection analysis, and personalized coaching notes lands in your inbox — ready to share with your rep.

19

Grading criteria

< 3 min

Average turnaround

100%

Automated — zero manual work

Real Output

This is what lands in your inbox

Every call gets a full scorecard — rep name, prospect context, section-by-section scores with color-coded bars, a booking outcome, and the top 3 coaching notes your rep can act on immediately.

📊

7 scored sections

Opening, Discovery, Storytelling, Close, and Objection Handling — each broken down and graded.

💪

Top 2 strengths

Specific, reinforcing feedback on what the rep did well and why it worked.

🎯

Top 3 coaching notes

Exact language the rep should use next time — not generic advice, real scripts.

Discovery Call Review
William 📞
Laura — Left Shoulder / Possible Labral Tear
76%
14.5 / 19
NEEDS WORK
EXCELLENT
✅
BOOKED & PAID
$97 initial eval · ~22 min call
↕ tap a section to expand
👋 Opening & Rapport
2.75/3
▾
🔍 Discovery — What's Going On
2.75/3
▾
💥 Discovery — Impact
1/2
▾
❤️ Discovery — Why It Matters
1.5/2
▾
🎯 Storytelling & Positioning
3.75/4
▾
💰 Logistics & Close
1/2
▾
🛡️ Objection Handling
2.75/4
▾
💪 Top Strengths
✓ Goal-Setting
Pushed Laura to specific targets — 25lb press, pull-ups, 10 push-ups. Created a concrete close target.
✓ The Stacey Story
CrossFit athlete, MRI-confirmed labral tear, no surgery. Directly mirrored Laura's exact fear.
🎯 Top Coaching Notes
⚠ Missed the Contrast Question
"If this shoulder wasn't an issue, what would your week look like?" — converts logic into emotion. Left urgency on the table.
⚠ No Cancellation Policy
Add before payment: "We have a 24-hr cancellation policy out of respect for patients on our waitlist."
⚠ Skipped Objection Association
After "$1k+ I have to think about it" — say: "Most people we work with feel the same way at first."
CLINICAL MARKETER · CALL REVIEW SYSTEM

Everything you need to coach your team

From recording to scorecard in minutes — fully automated.

Automatic Transcription

Whisper AI transcribes every discovery call recording with high accuracy, handling accents and background noise.

19-Criteria Scorecard

Claude grades each call on the full Pro+Kinetix methodology — opening, discovery, storytelling, close, and objection handling.

Instant Delivery

Scorecards arrive in your inbox or Slack channel seconds after the call ends — no manual review needed.

Email Reports

Beautiful HTML email reports with the full analysis, score badge, and transcript — delivered to any address.

Slack Integration

Post formatted scorecards directly to any Slack channel with a single webhook URL — no app install required.

GHL & Twilio Ready

Works natively with GoHighLevel and Twilio call recording webhooks. Just paste your unique webhook URL.

Ready to start?

Create your account and get your unique webhook URL in under a minute.