Sophia Miller × Felix Navarro

Fri 18 Sept, 18:42 NY · +1 (212) 555-4194 · smiller@example.com · Booked on the Dial

0:00 / 11:55

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Transcript

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Machine transcript of a phone call — no speaker labels, and some words will be misheard.

0:00 Hi, is that Sophia? This is Felix 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?

2:232 I have been selling a bit on eBay but it is slow.

5:2215 Money is a bit tight but I could do a plan.

8:20 Thursday at six works for me.

10:44 Perfect — you will get a confirmation text from us now.

answers from the transcript · press / to ask

A92Prospect scoreBooked

Financial situation5/5

Why now / urgency5/5

Commitment4/5

Interest5/5

Decision-making4/5

Trust in Marcus5/5

How qualified the prospect is — not how well the setter ran the call. Call ended: Booked on the Dial.

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

Clear they can fund it.

from the call · no application found for this prospect

2eBay situationSome experience

I have been selling a bit on eBay but it is slow.

3Why they want thisFreedom / time

Wants a dependable second income.

4Urgency · why nowHigh

Wants extra income before the holidays.

Why now: Wants extra income before the holidays.

5Main objectionTiming

Timing came up.

“Money is a bit tight but I could do a plan.”

6Setter’s handlingStrong

Acknowledged and moved to booking.

7Feedback for the setter

Good pace — you went for the booking at the right moment.

✓ Reviewed by Nate Ellis