PowerTips Unscripted Improve Team Performance with Virtual Ride-Alongs with Jef Forward – [Best of PowerTips Unscripted]
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Dec 18, 2025 Jef Forward, owner of Forward Design Build, shares his innovative approach to training teams through virtual ride-alongs, moving away from traditional methods. He highlights the impact of AI in improving sales processes and team performance. Jef explains how AI tools like RillaVoice enhance communication and save time, resulting in higher conversion rates. He discusses effective coaching through conversation metrics and the importance of clarity in client interactions. Jef's insights reveal how technology can streamline onboarding and elevate organizational success.
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Scale Coaching With AI Recordings
- Jef replaced time-consuming traditional ride-alongs with AI-enabled recordings to scale coaching.
- This shifted training from in-the-moment shadowing to reviewable, actionable learning assets.
Record Meetings For Targeted Coaching
- Use a sales conversion intelligence app to record and analyze both phone and in-person meetings.
- Configure it to sort conversations by your sales goals and preferences for targeted coaching.
Summaries Improve Clients And Conversions
- AI meeting summaries benefit clients, improve team training, and boost conversion performance.
- Unexpectedly, design-to-construction conversions rose to nearly 100% while prospect-to-design tightened.
