Growth Factors / Bregal: AI Sales Coaching & Customer Health

The challenge

Across multiple Bregal Investments portfolio companies, we built AI that scores recorded sales calls against custom coaching rubrics and monitors CRM, support, and product data to surface churn risk and expansion opportunities before they show up in the numbers.

How we built it

We connected Chorus call recordings to a custom AI scoring engine that evaluates each call against competency rubrics tailored for each portfolio company, then auto-generates rep-level coaching reports with manager-level visibility. The same infrastructure monitors CRM, support, and product data to surface churn signals and expansion opportunities before they show up in lagging indicators, giving operators a 30-50 day head start on the decisions that matter.

How the system works

The actual AI architecture we designed and shipped for Growth Factors / Bregal.

Growth Factors / Bregal AI system architecture diagram

Specifically, what we built

AI scoring of Chorus call recordings against custom rubrics
Automated rep-level coaching reports with manager visibility
Customer-health agents across CRM, support, product, and finance
Churn-risk detection and expansion-opportunity surfacing

The measured impact

60-80% reduction in manual sales call review
Faster, more consistent coaching feedback
30-50% earlier identification of churn and expansion

Key result

60-80%

less manual call review

Build something like this for your business

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Client

Growth Factors / Bregal

Private Equity

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