Introducing Coaching
We’re excited to launch Coaching — a new AI-powered feature designed to help advisors improve client communication and performance over time.
After every client call, Bloks already captures notes, generates summaries, and stores the full transcript. Now, Coaching takes it one step further by analyzing conversations using advanced AI models to provide personalized feedback and performance insights.
What Coaching evaluates
Each call is automatically assessed across five key communication categories:
Listening
Questioning
Clarity
Emotional engagement
Ownership of next steps
Actionable feedback after every call
Coaching generates:
An overall performance score out of 100
Detailed insights tailored to the conversation
Practical recommendations for improvement
Examples include:
“Pause more after key client statements.”
“Allow the client more time to explain their concerns.”
“Improve clarity when discussing recommendations.”
Track improvement over time
Coaching also helps advisors monitor progress across multiple calls, making it easy to identify trends, measure growth, and continuously improve communication skills.
The goal isn’t just feedback — it’s continuous improvement.