Lucky CoachVenues and events
Weddings, parties, celebrations and corporate events.
The ask: a viewing booked on the call, with a day and a time.
In early access · for HubSpot
Every sales call scored. Every rep coached.
Lucky Coach listens to your team's recorded sales calls in HubSpot, scores each one against a scorecard built for your industry, and tells each rep the one or two things that would win them more deals. Every evening, with nothing for anyone to do.
Your first 50 calls are scored free. From the makers of Lucky Call.
An example note. Names and figures are made up.
See it in a minute
From a recorded call to a coached rep.
A 75-second walk through: the scorecard, the rep's note, missed buying signals, the manager's view and the price. It has a voice-over and captions, so it works with the sound off.
The names and figures in the video are made up.
How it works
Coaching that happens on its own, every evening.
Most sales calls are never listened to again. Lucky Coach reviews all of them, so good habits get noticed and missed chances get fixed while they are fresh.
- 1
Collects the day's calls
Recorded sales calls that connected, on deals not yet won. Service calls and calls after a booking are left out.
- 2
Scores each one
Seven parts, each out of 5, with the rep's own words as evidence. A score out of 100, in green, amber or red.
- 3
Saves it in HubSpot
The score sits on the call record, ready for your own HubSpot reports.
- 4
Coaches the rep
A short note: what went well, two things to work on, and the words to try tomorrow. Positives first.
- 5
Briefs the manager
A weekly flash: call of the week, the league table, the best line, and where the team is leaving money.
Prefer a weekly rhythm? Switch from every evening to once a week in setup.
The scorecard
Built around the moment that wins the deal.
The biggest single difference between calls that win and calls that don't is whether the rep asks for the next commitment while the customer is on the line. So "the ask" carries the most weight.
When a customer offers to pay or come in and gets a link in reply, that is a missed buying signal, and it costs 10 points. House rules, such as never reading card details out on a recorded call, are flagged without changing the score.
You can change the weights, the wording and the house rules. We suggest asking your best reps to help set them.
The ask
30%
Dated next step
20%
Their story and needs
15%
Rapport
10%
Reason to act now
10%
Objection handling
10%
Opening
5%
Over 80: green31 to 80: amber0 to 30: red
Scored on the first conversation, coached on the rest. A rep's score comes from their first conversation with each customer, where the whole scorecard applies. Follow-up calls on the same deal are coached on the close only (the ask, the next step, a reason to act now and objections) and never count towards the average. If a rep rings straight back, the two calls are read as one conversation.
Made for your industry
The same seven parts. Your kind of "yes".
Pick your industry in setup and Lucky Coach knows what a great call looks like for you, starting with what the rep should be asking for.
Memberships and leisure
Clubs, gyms, golf and anything people join.
The ask: the joining link sent while they are still on the phone.
Group bookings and days out
Societies, parties and corporate days.
The ask: the deposit link sent on the call.
Trades and home services
Quotes for work in people's homes.
The ask: a survey or quote visit booked.
B2B services and software
New business calls and discovery calls.
The ask: a demo or meeting in the diary with the decision maker.
Property and lettings
Buyer and tenant enquiries.
The ask: a viewing booked.
An example flash. Names and figures are made up.
For managers
See who is improving, and what it is worth.
A dashboard inside HubSpot shows scores by rep and by part of the call, how often your team makes the ask, and the house rules being broken.
What a better score is worth. Once enough of your scored calls have been won or lost, Lucky Coach measures how scores and wins move together in your own deals, and estimates what lifting every rep's average by 10% would add in a year. It is an estimate that shows a link, not a promise.
A league table, not a telling-off sheet. Notes lead with what went well. Reps see their own scores; the flash goes to the manager.
Pricing
Pay per call scored, not per seat.
One call scored counts as one, however long the call. Add as many reps as you like. Prices are for early access and may change before launch.
Free
0p
Your first 50 calls scored, one-off, with every feature.
- Everything in Pro, so you can try it all
- Your industry's scorecard, which you can edit
- Then choose a plan, or stop
Pay as you go
30p per call scored
No monthly fee. Pay for what you use.
- Every call scored, with a coaching note for each rep
- Your own scorecard, and the dashboard in HubSpot
- Scores saved on the call, and a monthly spending cap you set
Pro
£90 a month
Covers your first 500 calls, then 18p each.
- Everything in Pay as you go
- The manager's weekly flash, sent to them
- What a better score is worth, from your own deals
- Better value from about 300 calls a month
As a guide, a team with 200 scored sales conversations a month pays £60 on Pay as you go. Only sales conversations are scored and charged: short calls, voicemails, calls after the sale and calls that ring straight back are left out.
Setup
What you need, and how to start.
- Call recording and transcription switched on in HubSpot. Lucky Coach only scores recorded calls. This needs Sales Hub or Service Hub Professional or Enterprise, and reps calling through HubSpot.
- Install Lucky Coach and choose what it can access.
- Pick your industry and check the wording of the ask.
- Choose every evening or once a week, the time, and who the manager is.
- Press "Score the last day now" to see your first scores in minutes.
Your data
Scored, then discarded.
Lucky Coach reads a call's transcript, scores it, and does not keep it. It keeps the scores, a few short quotes and the tips, for up to 400 days, so the dashboard and trends work.
Card numbers are removed from anything it keeps. Access keys are encrypted. If you uninstall, your data is deleted within seven days.
Transcripts are scored by an AI model from Anthropic, under terms that do not allow your calls to be used to train it. Recording calls needs the right notice or consent for your customers; that part is yours to set up.
Questions
Good to know.
Which calls count towards a rep's score?
Their first conversation with each customer. Follow-up calls on the same deal still get coaching on the close, but they are kept out of the average, the league table and call of the week, so reps are compared on the same kind of call. You can switch follow-up coaching off in the settings.
How accurate are the scores?
Each score comes with the rep's own words as evidence, so anyone can see why. Scores are a guide from the recording, not the whole story, and Lucky Coach says when it is unsure. During early access we are checking it against calls scored by experienced sales managers.
Will my reps feel watched?
It depends how it is introduced. Lucky Coach is written to feel like a coach: notes start with what went well, suggest words to try, and only the rep and their manager see them. Asking your best reps to help set the scorecard makes a big difference.
Which calls are left out?
Calls that did not connect, calls under a minute (you can change this), calls with no recording, calls on a deal that is already won, and anything that is not a sales conversation, such as customer service or suppliers. Those do not count towards your bill.
Do I need Lucky Call as well?
No. They work on their own. Lucky Call follows up the calls that were not answered; Lucky Coach improves the ones that were.
Which CRMs does it work with?
HubSpot first. Tell us which one you use and we will let you know when it is ready.
Want to try Lucky Coach early?
We are opening it to a small number of teams first. Tell us your industry and roughly how many sales calls your team makes a week.