GUIDE Partner Call Assistant

Logged by saved

Call Script

Step 1 of 6

Call Details

Captured as you go. Nothing is saved until you tap Submit call to pipeline.

Agency Name (Required)

Agency Phone Number (Required)

Gatekeeper Name

Gatekeeper Email Use this when a gatekeeper asks you to email the information to them.

The person who answered is the decision maker

Decision Maker Name

Decision Maker Phone

Decision Maker Email

Decision Maker Spoken To Choose Yes only when the caller actually spoke with the decision maker.

Notes

Agency Name and Agency Phone Number are required.

Live Notes

Free, browser based transcription. Works best in Chrome, on speaker or a headset that also picks up the caller.

Live transcription is not available in this browser. It works in desktop Chrome. You can still type notes directly below.

Not listening

Transcript will appear here once you start listening.

Notes

Submitted calls are saved so the team can see the pipeline. If shared storage is unavailable, they are saved to this device instead. Live transcription runs through your browser's built in speech service and is not stored by MedBetterHealth beyond what appears here, but audio is processed off device, so avoid it for anything containing patient health information.

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Calls logged

0

Agencies

0

Decision makers

0

Decision maker emails

Call Activity

Period

GUIDE logged calls only · Local calendar dates · Weeks start Monday. Meetings are reported scheduling outcomes, not unique calendar appointments.

Loading logged calls…

Show leads

Sort cards

0 selected

	Agency↕	Decision Maker↕	Stage↕	Email status↕	Last updated↕	Actions

Delete saved details removes the agency and its saved call entries from this assistant only. It does not delete the GoHighLevel contact or opportunity.

0 selected

	Agency↕	Decision Maker↕	Salesperson↕	Stage↕	Partner status	Referrals↕	Approval rate	Last contact↕	Next follow-up↕	Actions

Approval rate = approved referrals ÷ valid submitted referrals. Incomplete or invalid records are excluded. Delete saved details affects this assistant only and leaves GoHighLevel unchanged.

Daily call quota

Teammate

Team performance

Rep	Calls	Quota	Decision makers reached	Emails sent	Appointments scheduled	Call → appointment	Meetings held	Partners activated

Email tracking

Loading confirmed email events…

Agency	Email	Confirmed activity (ET)

Detailed activity

Showing all activity

Time (ET)	Teammate	Agency	Activity	Result