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Mason Roberts × Kai Moreno

Thu 17 Sept, 18:42 NY · +1 (786) 555-0423 · mason.roberts@example.org · Confirmed

0:00 / 11:44
space play · ←/→ 10s · 1–7 sections · n next call

Transcript

Machine transcript of a phone call — no speaker labels, and some words will be misheard.
0:00 Hi, is that Mason? This is Kai calling from Ledgerline Resale.
0:06 Oh hi, yes.
0:11 You applied after the workshop — have you got two minutes to go over it?
2:212 I have never sold online but I want to start.
5:171 Money is a bit tight but I could do a plan.
8:13 Can you call me back next week?
10:34 No problem, I will follow up.

Ask this call

answers from the transcript · press / to ask
C64Prospect scoreNot booked
Financial situation4/5
Why now / urgency3/5
Commitment4/5
Interest3/5
Decision-making3/5
Trust in Marcus4/5
  • Financial situation: Has some savings; would want the plan.
  • Why now / urgency: No real deadline.
  • Commitment: Talked about blocking out evenings for sourcing.
  • Interest: Asked several questions about the pricing desk.
  • Decision-making: Decides alone.
  • Trust in Marcus: Has watched Marcus on YouTube for months.
How qualified the prospect is — not how well the setter ran the call. Call ended: Confirmed.
Claims checkConsistent

Nothing said on the call contradicts the application.

Does what the prospect said hold together? Read the money, urgency and lead cards in this light.
1Financial qualificationQualified

Has some savings; would want the plan.

from the call · no application found for this prospect
2eBay situationSome experience

I have never sold online but I want to start.

3Why they want thisFreedom / time

Wants a dependable second income.

Wants a dependable second income.

4Urgency · why nowMedium

No real deadline.

Why now: No real deadline.

5Main objectionNone

No objection surfaced.

6Setter’s handlingNo objection

Acknowledged and moved to booking.

7Feedback for the setter

Ask for the booking before offering a call-back.

Your review

Not reviewed