CallFunnel.ai · Engagement OS · Tradetron
Weekly digest
19 May – 25 May 2026 · prepared for Umesh Ranglani · auto-DM'd Mondays 09:00 IST
Total calls
1,182
932 out · 250 in · ↑ 18% vs prior wk
Sales attributed
₹84,915
85 renewals + 12 new Pro
Total cost
₹11,420
telephony 53% · LLM 31% · TTS+STT 16%
Net ROI
7.4×
+₹73,495 net · vs +₹61,200 prior wk
What happened
written by Claude Opus 4.7 · reviewed by no one yet
Outbound carried the week. The Pro Renewal · Q2 expiring campaign drove 64 of the 85 attributed renewals at a 16× return, comfortably the best ROI of any workflow we've ever run. Win-back · Dormant >30d also crossed conversion-rate target for the first time (27% on answered) thanks to the concession-on-Slack-approval pattern; 14 of the 26 concessions you approved resulted in a paid event within the 7-day attribution window.
Inbound stayed boringly healthy — 80% self-service on 250 calls, only 5 voicemail handoffs, and zero escalations that took longer than 4 hours to close. The biggest inbound topic remains "my strategy didn't fire" (28% of calls), which is almost entirely Zerodha-margin and re-auth. The Zerodha auth-fail outreach outbound is still paused — there's a meaningful case to resume it, you saw fewer support tickets for the days it ran.
One thing worth your attention: risk-flag rate ticked up to 0.7% from 0.3% prior week, all clustered on Friday afternoon. Two of the four were the same caller (Rohit M, TT-7188) — looks like a real grievance, not bot misbehaviour. I escalated both to you on Slack in real time; you actioned the first within 9 minutes, the second is still in the queue.
Looking ahead — NPS · May 2026 closes Tuesday and will give you a scored conversion-to-promoter funnel. Reverse Iron Condor — feature pitch is the obvious next workflow to launch once the DLT template is approved.
Top 3 wins this week
by attributed revenue
#1 · Win-back run #13
"Manish K conversion"
₹2,500
Concession approved on Slack 11:18 IST · redeemed 13 min later
#2 · Pro Renewal
Tuesday batch
₹47,952
48 renewals across 213 dials · 22% conversion rate
#3 · Zerodha re-auth
Pre-pause
140 reauths
~22 hours of support time saved · ~₹11k indirect
Top 3 issues this week
by inbound volume
#1 · "strategy didn't fire"
71 calls (28%)
↑ 11%
Mostly Zerodha margin shortfall + Upstox session expiry
#2 · "broker disconnected"
58 calls (23%)
↑ 6%
Zerodha 71% · Angel 18% · others 11%
#3 · "how do I deploy?"
22 calls (9%)
↑ 2%
New users post-onboarding · maybe an in-app guide gap
Page 2 · Concessions, risk, action items
Spend you authorised
Concession ledger
offered → decided → redeemed
| Type |
Offered |
Approved |
Denied |
Auto (under cap) |
Redeemed |
₹ value |
| Free strategy build + 1mo Pro |
26 |
18 |
3 |
5 |
14 |
₹35,000 |
| 1-month Pro extension |
9 |
9 |
0 |
9 (auto) |
7 |
₹6,993 |
| Patch to strategy creator |
4 |
3 |
1 |
— |
3 |
non-monetary |
| DNC override (callback) |
2 |
1 |
1 |
— |
1 |
non-monetary |
| Totals |
41 |
31 |
5 |
14 |
25 |
₹41,993 |
Risk events
flagged + escalated
8 risk-flag events this week (vs 3 prior week, all on Fri afternoon).
Two same caller (Rohit M, TT-7188) — looks like a real grievance about a Bank Nifty straddle that fired wrong on May 17.
6 of 8 resolved within 4h; 2 still open including Rohit's second flag.
Zero touched any compliance-sensitive content.
Action items for you
3 things Claude thinks matter most
1
Close Rohit M's second risk-flag. First was acknowledged 9 min after escalation. The second has been pending 19h.
TT-7188 · Bank Nifty straddle, fired May 17 with what he believes is wrong strike selection · transcript attached in Slack thread.
Open thread →
2
Resume Zerodha auth-fail outreach. 30% error rate on first run was almost all wrong-script edge case (we asked for OTP they'd already entered). Script patched on Wed; ready to re-run on a 50-target sample.
Estimated savings: ~₹8k indirect / week in support cost · paused since May 19.
Review & resume →
3
Register DLT template for "Feature announcement" with your operator. Without it, the RIC pitch workflow can't go live — and you have 1,840 active Pro users who haven't tried RIC. Estimated 11.2× ROI based on prior-feature pitches.
India DLT template registration is typically same-day · template text drafted, attached in Slack.
Draft template →
CallFunnel.ai · weekly digest · auto-generated 2026-05-25 09:00 IST
p. 2 of 2
How this works — every Monday at 09:00 IST, Claude reads the week's calls + outcomes + Slack thread + your decisions, writes this digest, and DMs you the PDF. Tell it what to focus on differently in the prompt:
Reports settings →