Aleph Holdings|Field Sales & Leadership|Nightly · In Production
Deployed System · Case Study

The Aleph AI Coaching Engine

How a home-services holding company got every field rep coached every day against its own sales and leadership playbooks — with no coach on payroll and nobody pressing buttons.

4 coaching surfaces · every rep, every recorded meeting · 7 nights a week
View Case Study
CHAPTER 01

How coaching became a system, not a schedule.

The company already had everything a coach needs — recorded appointments, calendars, a written playbook. What it didn’t have was anyone with 40 spare hours a night to put them together.

Systems detected & mapped
PR
CONNECTED

Pocket recorders

Every rep’s field audio
Cloud sync
CA
CONNECTED

Calendars

Appointment truth per rep
API
TR
CONNECTED

Transcription

Speaker-labeled transcripts
API
PB
CONNECTED

Sales Playbook

The company’s own model
Encoded
ST
CONNECTED

Cloud storage

Audio + report archive
API
PH
CONNECTED

Rep phones

Delivery + push
PWA
What discovery found
0
coaching surfaces in one company
sales · GAM · L10 · canvass
0
playbooks already written
sales model · leadership model
0
of it reaching reps daily
before the engine
The gap
Before

Coaching happened when schedules allowed.

One sales manager, dozens of reps, hundreds of appointments. Ride-alongs caught a fraction of a percent of the real conversations.

After

Coaching happens because it’s wired in.

Every recorded appointment is scored overnight against the company’s own playbook. The rep reads it with coffee.

What got automated, in order
#WorkflowAutomationOutputCadence
P1Sales appointment coaching95%scored reportnightly
P2GAM (manager 1:1) coaching90%scored reportweekly
P3L10 facilitation coaching90%scored reportweekly
P4Canvass shift coaching85%scored reportper shift
P5Adoption & trends rollup100%dashboardsnightly
Representative sample · names and details anonymized
CHAPTER 02

The playbook became the rubric.

Nothing generic. The scoring model is the company’s own sales system, encoded section by section — the same language its managers already coach in.

Compiled into the engine

Sales_Playbook_2026.pdf

8 sections encoded · scored in quarter-point steps
✓ Compiled

GAM_Rubric.md

Goal-alignment model · preparation, accountability, next steps
✓ Compiled

L10_Performance_Model.md

9 facilitation sections · grades the runner, not the content
✓ Compiled

Canvass_Framework.md

Door-to-door knock model · scored per shift
✓ Compiled
Extracted from the playbook
Encoded scoring rulessample of the set
01Every appointment is scored on all eight sections — a great close doesn’t excuse a skipped discovery.encoded ✓
02Scores move in quarter-point steps; the difference between a 7.75 and an 8.0 has to be defensible from the transcript.encoded ✓
03Feedback is written in the sales manager’s voice — strengths first, growth areas next, always with quotes.encoded ✓
04Every growth note cites the actual moment in the conversation it came from.encoded ✓
05Company product names, people, and job types are spelled the company’s way — a glossary rides along with every transcript.encoded ✓
Captured from the managers

You can hear the appointment going sideways the moment the price conversation starts before the value conversation finishes.

Source: Sales leadershipEncoded into scoring

The reps who improve are the ones who see their own patterns — not the ones who get yelled at.

Source: Sales leadershipShaped report voice
How it plugs in

Every rep carries a pocket recorder. Audio syncs to the cloud on its own — the engine collects each rep’s day without anyone forwarding a file.

Pocket recordersCloud syncPer-rep lanes

Each recording is matched against the rep’s calendar so every report is labeled with the client, the job, and the meeting type before scoring starts.

Scheduling systemCompany calendarsMeeting classifier

Scored reports render in the company’s brand and deploy to private URLs, with a push notification to the rep’s phone.

Branded HTMLPrivate URLsPush notifications
CHAPTER 03

What the team wakes up to.

Nobody logs into anything. The coaching finds them — and each level of the company sees a different surface.

The rep’s morning
What the engine handled overnight
3
appointments scored
8
sections graded each
6
conversation moments quoted
1
push notification, ready by morning
A coach doing this by hand: about four hours per rep per night. The engine: done before the first alarm.
The morning report
Sales Coach · Tuesday Field Day
3 appointments · scored against the 8-section model
7.6
OVERALL
Rapport & framing8.25
Discovery7.00
Value build8.00
Money conversation6.75
Close & next steps7.50
Where it turned: “You moved to price while she was still asking about the timeline — that’s the moment to slow down, not speed up.”
Representative sample · names and details anonymized
The actual product
ai.wallogy.com · sales coach · private report URL
Aleph AI Sales Coaching Feedback report
A real nightly report — names anonymized, scoring and coaching verbatim.
The rep’s own trend
6.8
Week 1
7.1
Week 2
7.4
Week 3
7.6
Week 4
Representative sample · names and details anonymized
The manager’s morning
Team picture, assembled overnight
9
reps recorded yesterday
14
reports published
2
flagged for a live follow-up
0
hours spent compiling it
The manager coaches from evidence now — the report cites the exact minute worth replaying.
Flagged for human coaching
REP-041highMoney conversation
replay 22:40

Discount offered before value was landed

Third appointment in two weeks with the same pattern. Worth a live ride-along on the next big bid.

REP-017mediumDiscovery
replay 08:15

Property walk skipped on a premium job

Score impact is visible in the close section. One coaching conversation likely fixes it.

REP-023readyMomentum
trend ↑

Four straight days above team average

Worth a public shout-out — pattern shows the discovery work is driving it.

Representative sample · names and details anonymized
The executive view
Company-wide, every morning
4
surfaces reporting
100%
of recorded meetings coached
team trend, visible weekly
1
place to look
Adoption, coverage, and coaching patterns roll up without anyone building a deck.
What leadership actually checks
Adoption
who recorded, who didn’t
per team, per day
Trends
scores over time
rep · team · company
Patterns
where deals turn
across every conversation
The shift
“The question stopped being did coaching happen this week — it happens every night. The question became what is it telling us.”
CHAPTER 04

While the company sleeps.

One scheduled command fires the whole pipeline. Here’s one night, traced end to end.

One night, traced

Pull

every rep · every partner lane

Collected each rep’s recordings from their cloud lane — no forwarding, no uploads.

Transcribe & label

speaker-labeled

Audio became transcripts with the company glossary applied — products, people, and job types spelled right.

ⓘ glossary: company names enforced

Calendar match

per recording

Each recording matched to the rep’s calendar — client, job, and meeting type resolved before scoring.

Route & score

4 rubrics

Sales bids to the 8-section model; GAMs, L10s, and canvass shifts to their own rubrics. Quarter-point discipline throughout.

Escalate

low-confidence labels
held

A recording that can’t be confidently matched to a meeting gets flagged for a human look instead of a guessed label.

Render & deploy

branded · private URLs

Reports rendered in company brand, deployed, and pushed to each rep’s phone.

The feedback loop
Engine wrote

“Sales Rabbit” misheard

transcription drift on a company term

Human corrected

Glossary entry added

the term now lands right, every night

Corrections don’t fix one report — they patch the glossary and rubric the whole engine runs on. Every rep’s next report benefits.
Before the patch
drifting
After
locked
Change detection
Ongoing

New rep joins the company

A recorder and a calendar is all it takes — the nightly run picks them up automatically. First report the next morning.

↻ auto-included in the run
Ongoing

Playbook evolves

When sales leadership updates the model, the rubric is re-encoded — scoring language moves with the company, not behind it.

↻ rubric re-encoded
Ongoing

Partner company added

Outside organizations ride the same rails, sealed to their own lane. Their reps see their reports — and nothing else.

↻ lane isolation enforced
CHAPTER 05

Coaching stopped being a bottleneck.

The scarce resource — a senior coach’s attention — became software. What was occasional became structural.

The audit trail
21:04
PullAuto-processed

Collected the day’s recordings across every rep lane

21:38
TranscribeAuto-processed

Speaker-labeled transcripts, company glossary applied

22:12
MatchAuto-processed

Recordings matched to calendar meetings; client + job labeled

22:15
MatchEscalated to human

One recording with no calendar hit — held for review instead of guessed

held
23:20
ScoreAuto-processed

Reports scored on the company rubrics, quarter-point steps

23:5x
DeployAuto-processed

Branded reports live at private URLs; push notifications sent

Representative sample · names and details anonymized
They own all of it

Their infrastructure

The pipeline, the reports, and the archive run on the company’s own accounts and domains. No third-party subscription in the loop.

Their data stays theirs

Field audio and transcripts live in the company’s own storage, sealed per lane — partners see their reps and nothing else.

The rubric is their IP

The playbook was theirs before; now it’s theirs in executable form. The encoding travels with the company.

Built like architecture

Documented, inspectable, and maintained the way you’d treat a building — not a black box that expires.

The operating picture, after
Every rep
coached every recorded day — not the lucky few on ride-alongs
By morning
feedback lands while the conversation is still fresh
4 surfaces
sales, GAM, L10, canvass — one engine underneath
0 people
needed to run the nightly pipeline
The company’s best coaching voice, multiplied across every conversation it was never going to hear.

Want your field team coached like this?

One conversation. I’ll find the workflow, scope the build, and tell you honestly whether it’s a fit.