Evidence library
Phone notes, online path findings, onsite observations, review themes, and customer feedback.
Software included
The operating layer for service journey audits.
Perfomatic software organizes the evidence, scores, benchmarks, AI coaching actions, and trend tracking that come out of the audit. It is included with the founding audit.
Demo dashboard
Branch journey score
Overall
74/100
Market benchmark: 69. Main gap: follow-up recovery.
Phone68
Online booking81
Advisor communication72
Competitor benchmark
Compare the location against two nearby competitors.
AI coaching action
Give staff a clearer follow-up script this week.
Evidence, scorecard, benchmark, and coaching actions in one place.
What managers can use after the debrief
The product does not replace the audit. It keeps the work visible, searchable, and easier to coach.
Score trends
Location scores across phone, booking, staff communication, follow-up, and competitors.
AI coaching actions
Scripts, huddle topics, roleplays, and manager-ready next steps from audit evidence.
Dashboard chat
Ask what changed, why it changed, and where managers should focus next.