Call Recovery & Coaching — Grading Report
Live — 2026-11-02
Rubric: Porter's WTG QA Rubric v1 (same table Porter scores against)
Merge/screen method: Ryan's methodology, ported directly
Volume Overview — 2026-11-02
Conversations Graded
321
Confirmed Misses
24
Minor Misses
12
Not an Issue
283
Needs Review
2
Unclear / Duplicate
Verdict Breakdown
Severity of Confirmed + Minor Misses
Miss Category
CategoryCount
No callback timeframe set6
Financing not offered on cost objection4
No callback timeframe given2
Urgent patient lost - no same-day alternatives offered1
No callback timeframe or contact info offered1
No attempt to book consultation or overcome hesitation1
No follow-up or callback scheduled1
No alternative locations offered for urgent patient1
No insurance collected, no callback scheduled1
No alternative offered for urgent patient1
No alternative dates offered, no follow-up scheduled1
No attempt to book or gather info1
No callback timeframe or proactive follow-up set1
No alternative path offered when patient needed urgency1
No attempt to capture patient info or offer cash-pay alternative1
No callback timeframe or appointment discussion1
No appointment scheduled for time-sensitive patient1
Urgent patient not scheduled pending verification1
No alternative locations or callback offered1
No attempt to book or collect info for follow-up1
No attempt to collect info or schedule1
No appointment scheduled for urgent patient1
No callback timeframe set on cancellation1
No attempt to book available appointment1
No attempt to book or collect info1
No specific callback timeframe set1
No effort to retain cost-objecting caller1
Detection Trigger
Screen / RuleCount
S14
F214
F412
H311
F710
F55
F84
H54
F64
F33
H13
H63
F12
H42
H21
Agent Rollup — avg rubric score 48.8%
AgentCallsConfirmedMinorAvg Rubric
Darlyn Pacheco224065.2%
Alex Jackson244042.0%
Christie Haun293246.7%
Genesis Gonzalez192143.9%
Karla Ibarra182236.5%
Lisa Wood211024.1%
Carina Tamez211145.4%
Karl Borge221271.4%
Guillermo Mota131160.4%
Neli Ferreira181041.4%
Krysta Haun171059.2%
Ingrid Hernandez251042.1%
Kaila Primus41052.6%
Yareli Gonzalez91034.5%
Jenny Aguilar180152.6%
Brenda Pimentel140148.3%
Dave Connolly110137.9%
Sy Hernandez1300—%
Ana Ruelas300—%
Aggregate counts only — no call quotes, callback scripts, or patient information on this page.
Full per-call detail (quotes, callback scripts) lives in AWS/Athena, not here, pending the HubSpot call-recovery object.