How to evaluate real-time AI coaching across an advisory team

Measure the existing process first

Have a reviewer apply the approved checklist to comparable baseline meetings, using recordings only where the firm has authorized that use. Count applicable required items, items actually covered and unresolved items. An item being asked does not prove the answer meets the evidence rule.

Keep differences in meeting type visible. A first discovery call and a follow-up conversation may have different required items. Do not attribute an apparent improvement to AI when the meeting mix or questionnaire changed.

Use fictional conversations to expose failure modes

Before client data enters the evaluation, test exact answers, paraphrases, early answers, vague answers, declined answers, multiple participants and conditional questions that do not apply. Include an omitted required item near the end.

Check both kinds of error: an item marked covered without evidence, and an item left open despite a sufficient answer. Test whether the adviser can understand a reminder in time to ask naturally, without losing the client’s thread.

The configuration guide includes the evidence rules: https://amotionsinc.com/blogs/advisory-questionnaire-live-ai-checklist

Agree a scorecard before the trial begins

Coverage: required items actually covered divided by applicable required items. False completion: items marked covered without sufficient evidence. Missed reminders: unresolved required items for which no useful prompt appeared before the meeting ended. Keep raw counts beside any calculated rate.

Adviser experience: useful versus distracting reminders, repeated questions and attention burden. Administrative work: review time, follow-up contacts needed for missing information and corrections to meeting output. Choose thresholds with the process owner before reviewing pilot results.

These are proposed evaluation measures, not reported customer results or performance guarantees. A completed checklist alone is not evidence of suitable advice or regulatory compliance.

Test the CRM contract independently

For current Amotions Salesforce scope, inspect optional Task writeback after analysis and verify the matched record. Review summary accuracy and whether uncertainty is preserved. A successful live reminder does not prove a successful CRM write.

If separate questionnaire fields are a rollout requirement, keep mapping validation on the decision checklist. Document the object, field type, existing-value policy, permissions and failure handling. Do not score Task text as a pass for a custom-field requirement.

Integration scope and mapping guide: https://amotionsinc.com/blogs/adviser-meeting-data-salesforce

Make the rollout decision reviewable

At the end, compare comparable meetings and summarize both improvements and errors. Include adviser feedback, unresolved audio issues, required setup work and the CRM requirements still open. Decide whether to expand, adjust the configuration or stop.

A useful next stage names the advisers, meeting type, approved process owner, operational support and decision date. Do not assume every account should be moved at once just because a small group completed a walkthrough.

Use the downloadable pilot review sheet: https://amotionsinc.com/downloads/adviser-questionnaire-crm-template.md

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