Sales Call Outcome Classifier

Reads a note written after a sales call and says where the deal stands: advanced, stalled, lost or won.

Every name, number and sentence it was trained on is made up. Nothing comes from a real person, customer or business.

Why it exists

CRM notes are free text, and the stage is often not filled in. A first guess from the note helps tidy a pipeline.

Use it

from transformers import pipeline

classify = pipeline("text-classification", model="aitrainingdatabroker/sales-call-outcome-classifier", top_k=3)
print(classify("Waiting on their legal team since the proposal; last reply was three weeks ago."))

How it was trained

Fine-tuned from distilroberta-base for 6 epochs on one RTX 3070. Training data: 239 rows from synthetic-sales-call-notes-by-outcome, all invented, with test rows built from templates the model never saw in training. The scripts that built the data and trained the model are in source/; the full scores are in scores.json.

Test scores

On 80 held-out rows: accuracy 1.0, macro F1 1.0.

Label F1 Count
advanced 1.0 20
lost 1.0 20
stalled 1.0 20
won 1.0 20

Limits

  • Trained only on invented text from templates, with test sentences built from templates it never saw. Real text varies far more.
  • Short notes only. A long, ambiguous note can legitimately fit two outcomes.
  • A score of 1.0 on generated text says little about real text: the test sentences are new templates, but they are written in the same plain style. Test it on a labelled sample of your own.
  • This model is not legal advice and not a certification. A person should review its output before anything is shared or decided, and your counsel decides what a rule requires.

Read more

License and credit

Apache 2.0. Please credit AI Training Data Broker and link to https://aitrainingdatabroker.com/ when you share or build on it.

About

AI Training Data Broker is a broker and technical advisor for companies that sell or license their data to AI labs. It guides the technical side, including export, format, de-identification and compliance, and publishes free guides, checklists and tools.

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