5/16/24, 11:29 AM LEAD School Mail - Last Meeting's Conversation Summary | Nikhil

Sameer Shaikh <sameer.shaikh@leadschool.in>

Last Meeting's Conversation Summary | Nikhil

1 message

Zipteams <info@zipteams.com> Thu, May 16, 2024 at 11:23 AM

Reply-To: sameer.shaikh@leadschool.in
To: sameer.shaikh@leadschool.in

LEAD

Last Conversation Summary

LEAD - Nikhil

May 16 21 2
10:53 AM-11:14 AM mins Participants

Participants: Sameer, Nikhil

Contact Intent Talk-to-listen Ratio

High 45:55

Your conversation summary is ready!

Overall Summary:

The conversation was between the salesperson, Samir, and the customer, Mister
Nikhil, the owner of the school located in Punjab Patiyaala. Samir called to
discuss the customer's interest in smart class solutions. They discussed the
school's details, including the number of students, fees, and previous interactions.
The customer expressed interest in changing the curriculum and integrating new
solutions. Samir explained that their company, Lead, provides an integrated
solution to transform regular schools into world-class institutions. They discussed
challenges faced by non-metro schools and the need for an ERP solution. Samir
detailed Lead's offerings, including teacher training, smart class solutions, and an
academic operating system. They also discussed the cost and practical
https://mail.google.com/mail/u/0/?ik=c1f78ffe78&view=pt&search=all&permthid=thread-f:1799187412260423489&simpl=msg-f:1799187412260423489 1/5
5/16/24, 11:29 AM LEAD School Mail - Last Meeting's Conversation Summary | Nikhil
implementation of Lead's solutions. The conversation concluded with Samir
arranging a meeting and sharing details with the customer to further explore
Lead's products.

Post-call Email Draft:

Hi,

It was great syncing up with you today.

During our recent conversation, we discussed your school's interest in

implementing smart class solutions and making changes to the curriculum after 3
years. Here are the key points from our discussion:
- Your school, St. Johns in Punjab Patiala, has around 200 to 400 students with an
annual fee of approximately 15000.
- You expressed the need for a change in the curriculum and mentioned using
multiple publishing books such as Praachi, Holi, and Oxford.
- Your school is registered with CBSE, and the annual fee for nursery starts at
18000 and goes up to 26000 for higher classes.

If you have any further questions or need additional information, please feel free
to reach out, and I will prioritize your request.

Looking forward to the opportunity to work with you and your team.

Regards.

Quality:

Greeting: Done Well

The ISM greeted the customer with 'Hello. Hello, good morning.' at the start of the call.

Reference of the call: Done Well

The ISM mentioned that the call was regarding an enquiry and interest expressed by the
customer on WhatsApp about smart class solutions.

Address the KDM with name & designation confirmation: Done Well
The ISM confirmed the customer's name as 'Mister Nikhil, the owner of the school.'

Name of the school and location: Done Well

The ISM confirmed the school name as 'St. Johns' but asked for the location, which the
customer mentioned as 'Punjab Patiala.'

Did the ISM speak to the customer about his journey and experience in Done Well
running the school:

The ISM discussed the customer's experience, mentioning the number of students,
fees, and previous interactions, showing familiarity with the customer's background.

School Infra and soft details: Done Well

The speaker in the transcript discussed various aspects of the school's infrastructure
like the number of students, fees, curriculum, and school board.

https://mail.google.com/mail/u/0/?ik=c1f78ffe78&view=pt&search=all&permthid=thread-f:1799187412260423489&simpl=msg-f:1799187412260423489 2/5
5/16/24, 11:29 AM LEAD School Mail - Last Meeting's Conversation Summary | Nikhil

Confirm the qualification of the school: Done Well

The school is registered with CBSE, has around 800 students, and charges fees
ranging from 18000 for nursery to 26000 for classes up to 8th standard.

Frequency of positive interactions: Done Well

The customer expresses interest in exploring LEAD's offerings after attending a webinar
and hearing positive feedback about the product.

Omnichannel communication discussed: Done Well

The ISM mentions sharing details about the product via WhatsApp and creating a group
with the customer, area manager, and team leader for easy communication.

Need identification: Done Well

The customer mentions challenges like low taxation, the need for an ERP solution,
improving student development, and teacher empowerment.

Summary of the need identification and possible solution: Done Well

The ISM summarized the customer's problems of low taxation and the need for an ERP
solution to manage fees. They provided LEAD's ERP solution as a way to address these
challenges.

Already aware of LEAD and it's products: Needs Improvement

The customer mentioned seeing an ad on Facebook but did not have prior knowledge of
LEAD. He attended a webinar where LEAD was present, indicating no prior interaction.

Competitor Check: Done Well

The customer mentioned using multiple publishers for books but not using smart class
solutions from a distributor, indicating they are using a competitor's solution. LEAD can
offer a smart class solution as an alternative.

Decision makers: Done Well

The customer mentioned being the owner of the school but also indicated that decisions
are made collectively with teachers and committee members, showing clarity on
decision-making roles.

When did you last change the curriculum & it's USP: Done Well
The customer mentioned using multiple publishers for books and some smart class
solutions but expressed interest in LEAD's integrated solution for better student learning
and teacher training, providing insights into their current solution usage and motivation
for exploring new solutions.

FEASIBILITY: Done Well

The ISM discussed the challenges faced by the school, such as low availability of
teachers, student learning gaps, and the need for an ERP solution. They also
highlighted how LEAD's solutions could help in managing these challenges, indicating a
clear communication on feasibility.

LEAD Group Brief: Done Well

https://mail.google.com/mail/u/0/?ik=c1f78ffe78&view=pt&search=all&permthid=thread-f:1799187412260423489&simpl=msg-f:1799187412260423489 3/5
5/16/24, 11:29 AM LEAD School Mail - Last Meeting's Conversation Summary | Nikhil

The ISM introduced LEAD as India's largest and fastest-growing school EdTech
company, highlighting their journey since 2012 and their partnerships with over 9000
schools across India, providing a brief overview of LEAD's background.

Product fit for the school: Done Well

The ISM discussed the LEAD product 'LEED' and its features, emphasizing how it
addresses the challenges faced by the school, such as teacher empowerment, smart
classroom solutions, and curriculum enhancement, providing a tailored product
recommendation.

Product Explainers: Done Well

The ISM explained the LEAD Integrated Solution, emphasizing its focus on teacher
capability enhancement, smart classroom solutions, curriculum development, and
academic operating systems that benefit all stakeholders in a school, covering the
holistic approach of the solution.

Pricing & Agreement Discussion: Done Well

The ISM discussed the pricing model of the LEAD solution, highlighting that the cost
aligns with the average book cost per student and explaining the onboarding fees,
installment payments, and hardware agreement terms, providing clarity on pricing and
agreement terms.

Meeting Booked: Done Well

The ISM and the prospect agreed to meet face to face. The ISM mentioned aligning a
meeting for the next day, and the prospect confirmed the meeting. The ISM also shared
details about sending a formal invitation for the meeting.

Email ID confirmation for Meeting invite: Done Well

The ISM asked for the prospect's email address to send a formal invitation for the
meeting. The ISM mentioned sharing details via email and creating a WhatsApp group
with the area manager for further communication.

Multi-Threading: Done Well

The ISM asked if there were other decision-makers involved in the school and confirmed
that there are two more decision-makers, a teacher, and a committee member. The ISM
also mentioned creating a WhatsApp group with the area manager and team leader for
further queries.

Thanking and Expressing Appreciation: Done Well

The ISM ended the call with a thank you and expressed gratitude for the prospect's
time. The prospect also thanked the ISM, indicating a positive end to the conversation.

Accept/Reject Feedback

Listen to the conversation

https://mail.google.com/mail/u/0/?ik=c1f78ffe78&view=pt&search=all&permthid=thread-f:1799187412260423489&simpl=msg-f:1799187412260423489 4/5
5/16/24, 11:29 AM LEAD School Mail - Last Meeting's Conversation Summary | Nikhil
This is system-generated data using our AI engine.

The transcript accuracy may suffer in case you have used languages other than English in your
conversation or there was external noise during the meeting. However, this will improve as you do more
meetings on Zipteams. You can help us improve it faster by replying to this email with the corrected text,
which our system will automatically analyse. This will be done within the framework of our privacy policy.

https://mail.google.com/mail/u/0/?ik=c1f78ffe78&view=pt&search=all&permthid=thread-f:1799187412260423489&simpl=msg-f:1799187412260423489 5/5