Placement Cockpit · Proposal

A five-second call wrap — and the picture it would give us

One quick, tap-only card at the end of a call turns every placement call into a listening post. Here's how it looks in the cockpit, and the weekly picture it builds.

The idea

A five-second call wrap, at a moment that already exists

The cockpit already makes you click one of three buttons the instant a call ends — Completed / No-show / Cancelled. That click is the hook. On a Completed call, a small card pops up: a few one-tap questions about how the call went and how the client got here. Four or five taps, all skippable, no typing.

Tap, don't type

Closed options, one tap each. Nothing to write. It aggregates into a picture; a text box wouldn't.

Skippable, always there

It never blocks a booking. Busy? Skip it. It rides a click you already make.

Buying journey only

How they found us and what they wanted — never why they're seeking therapy. There's no field for the private stuff.

Never a scorecard

It's about clients and where our supply is short — never a measure of you. Purely diagnostic.

How it would look

Call wrap

Priya Sharma · call marked Completed
How ready were they to book?
😀 Keen 😐 On the fence 😟 Took convincing
Did we have their match?
✅ Spot on ⚠️ Close enough ❌ Gap
What was missing?
Gender Availability Location Specialism Price band
How do they frame the price? THIS MONTH'S QUESTION
Saved up — big deal Shopping on price Price no object Nearly put off Pleasantly surprised
Could they have booked themselves? THIS MONTH'S QUESTION
Needed us to close Wanted reassurance Could've booked alone
Buying journey only — this card never records why they're seeking therapy.
The payoff

The picture we're missing today

Any single tap is trivial. The week is the product. A few hundred calls become a picture no analytics tool can give us — because it comes from the conversations, not the clicks on the site.

What the whole team's week would show

This week across the team

7 DAYS · 214 CALLS
Diagnostic only — not attributed to any agent. Numbers illustrative.
Where our supply fell short (match gaps)
Evening availability41
Female + faith-aware28
In-person, local21
Could they have booked themselves?
Needed us to close48%
Wanted reassurance31%
Could've booked alone21%
How they frame the price
Saved up — big deal38%
Nearly put off by price24%
Price no object19%
Evening supply is our biggest gap by a mile — that's a hiring signal we simply can't see today.
21% could've booked alone — the realistic ceiling for a self-serve funnel this month.
A quarter nearly walked on price — worth knowing before we lean on pay-up-front.