Work Types Library

How Swiftlet Powers You

Browse the industries and motions Swiftlet powers. Each work type comes with tailored note-taking, automations, coaching, and scorecards so you can leverage AI to do the heavy lifting for you.

AI guidance tuned to your playbooksReal-time capture of action items & commitmentsOutcomes and trends managers can trust

Sales & Customer Ops

Customer acquisition, retention, and support across channels (inbound/outbound sales, coaching, CX).

General Sales Teams

Cross-functional sales teams working inbound and outbound funnels to close revenue.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Closed Revenue” so you can see progress against closed revenue each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Discovery Call, Demo or Pitch, Negotiation / Close. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Closed Revenue

Track overall performance across reps closing new business.

Cadence: MonthlyTarget: $75,000Metric: Closed revenue
Key conversations Swiftlet captures
Discovery CallDemo or PitchNegotiation / Close
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Business to Business Sales

Complex deal cycles selling into buying committees and managing multi-stage motions.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Quarterly OTE Progress” so you can see progress against closed arr each quarterly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Discovery Call, Solution Demo, Executive Alignment. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Quarterly OTE Progress

Monitor progress toward quarterly on-target earnings for B2B reps.

Cadence: QuarterlyTarget: $225,000Metric: Closed ARR
Key conversations Swiftlet captures
Discovery CallSolution DemoExecutive Alignment
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentPilot CommitmentContract Sent
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

  • Discovery Deep Dive

    Guides reps through uncovering needs, pain, and next steps in complex deals.

Door to Door Sales

Field reps canvassing neighborhoods, running demos, and securing installs.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Door Sales Won” so you can see progress against sales won each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Door Sale, Initial Pitch, In-Home Demo. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Door Sale Won & Door Sale Lost. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Door Sales Won

Track door-to-door closes with single-visit urgency across the team.

Cadence: MonthlyTarget: 45Metric: Sales won
Key conversations Swiftlet captures
Door SaleInitial PitchIn-Home DemoFollow-up VisitReferral CallRecruiting Knock / IntroRide-along / ShadowRecruit Commitment
Success metrics reported
Door Sale WonDoor Sale LostReferral Captured
Included coaching playbooks
  • Door-to-Door Closing Fundamentals

    Covers high-pressure door visits from open to assumptive close with one-shot urgency.

Customer Success & Support

Teams resolving issues, retaining customers, and driving renewals.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Resolved Cases” so you can see progress against resolved tickets each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Support Intake, Case Update, Renewal Conversation. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Resolved Cases

Measure how many customer issues are fully resolved per week.

Cadence: WeeklyTarget: 60Metric: Resolved tickets
Key conversations Swiftlet captures
Support IntakeCase UpdateRenewal Conversation
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Call Centers & BPOs

Inbound and outbound contact centers handling sales, retention, and escalation.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Daily Contacts Resolved” so you can see progress against resolved contacts each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Inbound Support Call, Outbound Campaign Call, Escalation Handling. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Daily Contacts Resolved

Keep track of successful call outcomes handled by each pod.

Cadence: WeeklyTarget: 250Metric: Resolved contacts
Key conversations Swiftlet captures
Inbound Support CallOutbound Campaign CallEscalation Handling
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Home & Auto (Sales & Services)

Install, repair, improvements, and vehicle or power-sports sales & service.

Home Services

Recurring service providers like HVAC, pest control, pool, and cleaning.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Recurring Revenue” so you can see progress against booked revenue each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Service Diagnostic, Maintenance Visit, Renewal Check-in. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Recurring Revenue

Monitor newly booked recurring jobs and annual contracts.

Cadence: MonthlyTarget: $95,000Metric: Booked revenue
Key conversations Swiftlet captures
Service DiagnosticMaintenance VisitRenewal Check-in
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentService Plan SignedOne-time Job Booked
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Home Improvement

Contractors running estimates, bids, and project closeout conversations.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Project Revenue” so you can see progress against booked revenue each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Estimate Walkthrough, Proposal Review, Project Closeout. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Project Revenue

Track against booked project revenue goals each month.

Cadence: MonthlyTarget: $125,000Metric: Booked revenue
Key conversations Swiftlet captures
Estimate WalkthroughProposal ReviewProject Closeout
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentProject BookedDesign Consult Scheduled
Included coaching playbooks
  • Home Improvement Consultation

    Coaches contractors on inspections, scoping, and presenting next steps.

Auto Service & Repair

Shops diagnosing issues, authorizing repairs, and confirming satisfaction.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Resolved Cases” so you can see progress against resolved service tickets each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Intake Consult, Repair Update, Post-Service Follow-up. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Resolved Cases

Keep vehicles leaving the shop satisfied each week.

Cadence: WeeklyTarget: 35Metric: Resolved service tickets
Key conversations Swiftlet captures
Intake ConsultRepair UpdatePost-Service Follow-up
Success metrics reported
Issue ResolvedFollow-up RequiredEscalatedMaintenance Scheduled
Included coaching playbooks
  • Automotive Diagnostics

    Ensures intake advisors capture full context before technicians begin work.

  • Automotive Follow-up

    Automates post-service check-ins and upsells to protect CSI scores.

Car Sales

Dealership teams running lot ups, test drives, and finance closes.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Gross Profit” so you can see progress against front + back-end gross each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Showroom Greeting, Test Drive, Finance Desk Conversation. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Gross Profit

Track combined gross profit contribution to monthly OTE.

Cadence: MonthlyTarget: $95,000Metric: Front + back-end gross
Key conversations Swiftlet captures
Showroom GreetingTest DriveFinance Desk Conversation
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentVehicle ReservedTrade-in Appraised
Included coaching playbooks
  • Dealership Sales Process

    Aligns showroom, test drive, and finance conversations for car sales teams.

Power Sports Sales

Dealers selling motorcycles, ATVs, and recreational vehicles.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Unit Revenue” so you can see progress against closed revenue each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Showroom Visit, Accessory Upsell, Finance Review. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Unit Revenue

Watch gross revenue against target for power sports teams.

Cadence: MonthlyTarget: $70,000Metric: Closed revenue
Key conversations Swiftlet captures
Showroom VisitAccessory UpsellFinance Review
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentUnit ReservedService Package Added
Included coaching playbooks
  • Powersports Pitch Essentials

    Tailors demos and accessory conversations for enthusiast buyers.

Marine & Boat Sales

Dealers selling boats and marine equipment, including service plans.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Vessel Revenue” so you can see progress against closed revenue each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Dockside Consult, Sea Trial / Demo, Delivery Hand-off. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Vessel Revenue

Monitor revenue contribution from boat and marine sales.

Cadence: MonthlyTarget: $80,000Metric: Closed revenue
Key conversations Swiftlet captures
Dockside ConsultSea Trial / DemoDelivery Hand-off
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentSlip ReservedService Plan Added
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Property Management

Leasing agents and managers handling tenant issues, renewals, and inspections.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Units Retained” so you can see progress against renewed leases each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Move-in Walkthrough, Maintenance Coordination, Lease Renewal Discussion. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Units Retained

Measure renewals and issues resolved for managed units.

Cadence: MonthlyTarget: 120Metric: Renewed leases
Key conversations Swiftlet captures
Move-in WalkthroughMaintenance CoordinationLease Renewal Discussion
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Home Warranty Providers

Teams triaging claims, dispatching contractors, and upselling coverage.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Claims Resolved” so you can see progress against closed claims each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Claim Intake, Contractor Dispatch, Coverage Review / Upsell. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Claims Resolved

Track the number of warranty claims resolved per week.

Cadence: WeeklyTarget: 90Metric: Closed claims
Key conversations Swiftlet captures
Claim IntakeContractor DispatchCoverage Review / Upsell
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Real Estate Brokerage & Leasing

Agents qualifying buyers and tenants, touring properties, and negotiating offers.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Closings” so you can see progress against deals closed each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Buyer / Tenant Consult, Property Tour, Offer Negotiation. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Closings

Track closed transactions and signed leases per agent or team.

Cadence: MonthlyTarget: 10Metric: Deals closed
Key conversations Swiftlet captures
Buyer / Tenant ConsultProperty TourOffer Negotiation
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step CommitmentOffer AcceptedListing Signed
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Tech & Professional Services

Software build/implement, IT services, and licensed professional services (legal, consulting).

Software Implementation

Customer onboarding and implementation teams driving adoption.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Quarterly Go-Lives” so you can see progress against successful go-lives each quarterly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Kickoff, Configuration Sync, Training Session. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Milestone Completed & Risk Identified. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Quarterly Go-Lives

Monitor successful implementations completed each quarter.

Cadence: QuarterlyTarget: 45Metric: Successful go-lives
Key conversations Swiftlet captures
KickoffConfiguration SyncTraining SessionGo-Live Review
Success metrics reported
Milestone CompletedRisk IdentifiedBlocked
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

IT & Technical Services

Managed service providers, MSPs, and IT consultancies running engagements.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Projects Completed” so you can see progress against projects completed each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Needs Assessment, Solution Review, Support Check-in. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Projects Completed

Track scoped projects or managed service requests completed per month.

Cadence: MonthlyTarget: 12Metric: Projects completed
Key conversations Swiftlet captures
Needs AssessmentSolution ReviewSupport Check-in
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Software Development Services

Agencies delivering custom software, sprints, and product updates.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Releases Shipped” so you can see progress against releases shipped each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Sprint Planning, Demo / Review, Retrospective. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Releases Shipped

Monitor features or releases delivered each month.

Cadence: MonthlyTarget: 20Metric: Releases shipped
Key conversations Swiftlet captures
Sprint PlanningDemo / ReviewRetrospective
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Law Firm Intake

Attorneys or intake specialists qualifying cases and securing retainers.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Clients Retained” so you can see progress against retained clients each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Case Intake, Consultation, Retainer Review. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Client Retained & Case Declined. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Clients Retained

Monitor matter intake closures each month.

Cadence: MonthlyTarget: 25Metric: Retained clients
Key conversations Swiftlet captures
Case IntakeConsultationRetainer Review
Success metrics reported
Client RetainedCase DeclinedFurther Investigation
Included coaching playbooks
  • Legal Intake & Consultation

    Guides firms through qualification, trust building, and engagement close.

Accounting & Tax Prep

Firms advising clients on bookkeeping, tax strategy, and financial reporting.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Engagements Closed” so you can see progress against engagements closed each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Discovery Consult, Planning Session, Review Meeting. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Engagements Closed

Measure recurring retainers or projects closed per month.

Cadence: MonthlyTarget: 30Metric: Engagements closed
Key conversations Swiftlet captures
Discovery ConsultPlanning SessionReview Meeting
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Staffing & Recruiting

Agencies sourcing, interviewing, and closing candidates for employers.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Placements” so you can see progress against placements made each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Client Intake, Candidate Screen, Offer Alignment. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Placements

Track filled roles and successful candidate placements.

Cadence: MonthlyTarget: 18Metric: Placements made
Key conversations Swiftlet captures
Client IntakeCandidate ScreenOffer Alignment
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

General Recruiting

In-house or field teams sourcing, nurturing, and signing new recruits.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Signed Recruits” so you can see progress against recruits signed each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Sourcing Call, First Meeting, Commitment / Close. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Candidate Signed & Candidate Committed. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Signed Recruits

Track candidates progressing to signed commitments each month.

Cadence: MonthlyTarget: 16Metric: Recruits signed
Key conversations Swiftlet captures
Sourcing CallFirst MeetingCommitment / CloseRide-along / ShadowOnboarding / Offer Review
Success metrics reported
Candidate SignedCandidate CommittedCandidate Withdrew
Included coaching playbooks
  • Recruiting General

Retail, Grocery & Restaurants

Consumer storefronts: retail, convenience, grocery, and food service experiences.

Retail Stores

In-store teams assisting shoppers, driving basket size, and managing loyalty.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Store Revenue” so you can see progress against store revenue each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Floor Interaction, Product Demo, Loyalty Sign-up. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Store Revenue

Track revenue influenced by guided selling conversations.

Cadence: WeeklyTarget: $45,000Metric: Store revenue
Key conversations Swiftlet captures
Floor InteractionProduct DemoLoyalty Sign-up
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Convenience Stores

Associates handling quick trips, upsells, and loyalty interactions.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Daily Positive Interactions” so you can see progress against positive customer interactions each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Counter Service, Inventory Check-In, Loyalty Pitch. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Daily Positive Interactions

Measure speedy, positive customer interactions per location.

Cadence: WeeklyTarget: 320Metric: Positive customer interactions
Key conversations Swiftlet captures
Counter ServiceInventory Check-InLoyalty Pitch
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Grocery Stores

Department leads coordinating sampling, service counters, and upsell moments.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Households Served” so you can see progress against households served each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Service Counter, Sampling Event, Curbside Pickup Handoff. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Households Served

Track high-quality interactions that retain grocery customers.

Cadence: WeeklyTarget: 500Metric: Households served
Key conversations Swiftlet captures
Service CounterSampling EventCurbside Pickup Handoff
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Quick-Service Restaurants (QSR)

Counter and drive-thru teams delivering fast, friendly service and upsells.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Daily Orders Completed” so you can see progress against orders completed each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Drive-Thru Interaction, Front Counter Order, Mobile Pickup. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Daily Orders Completed

Monitor throughput and service quality across shifts.

Cadence: WeeklyTarget: 950Metric: Orders completed
Key conversations Swiftlet captures
Drive-Thru InteractionFront Counter OrderMobile Pickup
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Fast Casual Restaurants

Teams balancing speed, hospitality, and upsell moments in casual dining.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Guests Served” so you can see progress against guests served each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Counter Order, Table Touch, Catering Inquiry. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Guests Served

Keep guest experience and upsell opportunities on track.

Cadence: WeeklyTarget: 1,400Metric: Guests served
Key conversations Swiftlet captures
Counter OrderTable TouchCatering Inquiry
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Dine-in Restaurants

Full-service dining teams orchestrating reservations, table service, and guest recovery.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Covers Served” so you can see progress against covers served each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Reservation Call, Table Service, Guest Recovery. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Covers Served

Track hospitality quality and covers served by the team.

Cadence: MonthlyTarget: 6,200Metric: Covers served
Key conversations Swiftlet captures
Reservation CallTable ServiceGuest Recovery
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Hospitality, Travel, Leisure & Wellness

Guest and member experiences across stays, transport, venues, fitness, and personal care.

Hospitality & Lodging

Hotels and lodging teams managing guest stays, upgrades, and events.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Guest Stays” so you can see progress against guest stays each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Guest Check-in, Concierge Request, Event Planning Call. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Guest Stays

Ensure memorable experiences and repeat visits across properties.

Cadence: MonthlyTarget: 4,800Metric: Guest stays
Key conversations Swiftlet captures
Guest Check-inConcierge RequestEvent Planning Call
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Travel & Transport

Air, rail, and transport teams orchestrating trip planning and passenger care.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Travelers Assisted” so you can see progress against travelers assisted each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Itinerary Planning, Travel Disruption Assist, Loyalty Status Call. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Travelers Assisted

Track traveler support and retention touchpoints.

Cadence: WeeklyTarget: 600Metric: Travelers assisted
Key conversations Swiftlet captures
Itinerary PlanningTravel Disruption AssistLoyalty Status Call
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Entertainment & Venues

Event teams managing ticketing, VIP experiences, and guest services.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Events Supported” so you can see progress against events supported each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Ticketing Call, Event Briefing, Guest Services Interaction. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Events Supported

Track successful events and premium experiences delivered.

Cadence: MonthlyTarget: 55Metric: Events supported
Key conversations Swiftlet captures
Ticketing CallEvent BriefingGuest Services Interaction
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Fitness & Membership Clubs

Studios and gyms selling memberships, onboarding members, and retaining clients.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Memberships Sold” so you can see progress against memberships sold each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Intro Tour, Goal Setting Session, Renewal / Save Call. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Memberships Sold

Monitor new and retained memberships each month.

Cadence: MonthlyTarget: 140Metric: Memberships sold
Key conversations Swiftlet captures
Intro TourGoal Setting SessionRenewal / Save Call
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Beauty & Personal Care

Salons, spas, and wellness studios delivering services and retail add-ons.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Appointments Completed” so you can see progress against appointments completed each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Consultation, Service Appointment, Membership / Package Pitch. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Appointments Completed

Track high-quality guest experiences and repeat bookings.

Cadence: WeeklyTarget: 220Metric: Appointments completed
Key conversations Swiftlet captures
ConsultationService AppointmentMembership / Package Pitch
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Adventure & Outfitter Tours

Guides booking excursions, prepping guests, and collecting feedback.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Tours Delivered” so you can see progress against tours delivered each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Booking Call, Pre-Trip Briefing, Post-Trip Follow-up. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Tours Delivered

Monitor excursion volume and repeat guest bookings.

Cadence: MonthlyTarget: 65Metric: Tours delivered
Key conversations Swiftlet captures
Booking CallPre-Trip BriefingPost-Trip Follow-up
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

Rideshare & On-Demand Transport

Driver enablement teams coaching service quality and conversion.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Active Drivers” so you can see progress against drivers activated each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Driver Onboarding, Quality Coaching, Support Intervention. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Active Drivers

Ensure drivers stay active and deliver five-star trips.

Cadence: WeeklyTarget: 400Metric: Drivers activated
Key conversations Swiftlet captures
Driver OnboardingQuality CoachingSupport Intervention
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Customer Service Quality (Preset)

    Evaluates empathy, clarity, and resolution during customer care interactions.

  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Finance, Insurance & Logistics

Money movement, risk management, and movement of goods.

Financial Services

Advisors selling investment, wealth, and business financial solutions.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Quarterly Assets Booked” so you can see progress against assets booked each quarterly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Financial Discovery, Proposal Delivery, Portfolio Review. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Quarterly Assets Booked

Track inflows and commitments against advisory goals.

Cadence: QuarterlyTarget: $1,500,000Metric: Assets booked
Key conversations Swiftlet captures
Financial DiscoveryProposal DeliveryPortfolio Review
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Credit Unions & Community Banks

Member service reps cross-selling products and resolving account issues.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Products Opened” so you can see progress against products opened each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Member Intake, Loan Consult, Account Support. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Products Opened

Measure product adoption and member satisfaction.

Cadence: MonthlyTarget: 90Metric: Products opened
Key conversations Swiftlet captures
Member IntakeLoan ConsultAccount Support
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Mortgage Brokers & Servicers

Loan officers guiding borrowers through origination and servicing.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Loans Closed” so you can see progress against loans closed each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Prequalification Call, Rate & Terms Review, Closing Prep. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Loans Closed

Track pipeline throughput for mortgage teams.

Cadence: MonthlyTarget: 45Metric: Loans closed
Key conversations Swiftlet captures
Prequalification CallRate & Terms ReviewClosing Prep
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Insurance Sales & Service

Agents advising customers on coverage, claims, and renewals.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Premium Booked” so you can see progress against premium booked each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Coverage Review, Quote Delivery, Policy Renewal. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Closed Revenue & Follow-up Meeting Scheduled. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Premium Booked

Monitor written premium and policy retention.

Cadence: MonthlyTarget: $65,000Metric: Premium booked
Key conversations Swiftlet captures
Coverage ReviewQuote DeliveryPolicy Renewal
Success metrics reported
Closed RevenueFollow-up Meeting ScheduledNext Step Commitment
Included coaching playbooks
  • Sales Excellence (Preset)

    Core consultative selling competencies covering discovery, value, and closing.

Logistics & Postal Operations

Dispatchers and account teams coordinating shipping, delivery, and logistics.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Weekly Deliveries On-Time” so you can see progress against on-time deliveries each weekly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Route Planning, Exception Resolution, Account Review. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Issue Resolved & Follow-up Required. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Weekly Deliveries On-Time

Ensure shipments arrive on time and customers stay informed.

Cadence: WeeklyTarget: 1,800Metric: On-time deliveries
Key conversations Swiftlet captures
Route PlanningException ResolutionAccount Review
Success metrics reported
Issue ResolvedFollow-up RequiredEscalated
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

General Coaching / Notetaking

Flexible coaching, note-taking, and enablement workflows not tied to a single industry.

General Coaching / Notetaking

Flexible configuration for enablement, workshops, and cross-functional coaching.

How Swiftlet helps
  • Coaching aligned to your core metric

    Swiftlet ties every conversation back to “Monthly Goals Hit” so you can see progress against successful outcomes each monthly.

  • Ready-made conversation templates

    Swiftlet automatically recognizes sessions like Coaching Session, Practice Recap, Planning Session. Agenda guidance, note-taking, and follow-ups adapt the moment a call or meeting begins.

  • Outcomes you can report on instantly

    Track outcomes such as Goal Achieved & Progress Made. Swiftlet captures commitments, ownership, and next steps so your pipeline and dashboards stay accurate.

Focus metric
Monthly Goals Hit

Generic tracker for overall coaching or enablement work.

Cadence: MonthlyTarget: 20Metric: Successful outcomes
Key conversations Swiftlet captures
Coaching SessionPractice RecapPlanning Session
Success metrics reported
Goal AchievedProgress MadeBlocked
Included coaching playbooks
  • Service Recovery (Preset)

    Keeps frontline teams focused on empathy, resolution, and retention moments.

Ready to tailor Swiftlet to your motion?

We configure onboarding, scorecards, and automations to your work type in just a few working days. Let’s map the first wins together.