← Setter Review · 240 to review
Cynthia Moore × Kai Moreno
Mon 14 Sept, 13:35 NY · +1 (617) 555-1949 · cmoore@example.com · Booked on the Dial
0:00 / 7:12space 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 Cynthia? 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?
1:262 I am doing okay but I cannot scale it.
3:1415 Money is a bit tight but I could do a plan.
5:02 Thursday at six works for me.
6:29 Perfect — you will get a confirmation text from us now.
Ask this call
answers from the transcript · press / to askB67Prospect score
Financial situation3/5
Why now / urgency4/5
Commitment3/5
Interest3/5
Decision-making5/5
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: Would loop in their partner.
- 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: Booked on the Dial.
Claims check
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 qualification
Has some savings; would want the plan.
from the call · no application found for this prospect
2eBay situation
I am doing okay but I cannot scale it.
3Why they want this
Wants a dependable second income.
Wants a dependable second income.
4Urgency · why now
No real deadline.
Why now: No real deadline.
5Main objection
Trust came up.
“Money is a bit tight but I could do a plan.”
6Setter’s handling
Acknowledged and moved to booking.
7Feedback for the setter
Good pace — you went for the booking at the right moment.