← Setter Review · 240 to review

Laura White × Kai Moreno

Sat 12 Sept, 16:49 NY · +1 (213) 555-9990 · laura.white@example.org · Confirmed

0:00 / 3:38
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 Laura? 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?
0:442 I am doing okay but I cannot scale it.
1:3815 I would need to check with my wife.
2:33 Can you call me back next week?
3:16 No problem, I will follow up.

Ask this call

answers from the transcript · press / to ask
D30Prospect scoreNot booked
Financial situation2/5
Why now / urgency2/5
Commitment3/5
Interest3/5
Decision-making1/5
Trust in Marcus2/5
  • 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 qualificationNot qualified

Has some savings; would want the plan.

from the call · no application found for this prospect
2eBay situationMaking money

I am doing okay but I cannot scale it.

3Why they want thisScale up

Wants a dependable second income.

Wants a dependable second income.

4Urgency · why nowLow

No real deadline.

Why now: No real deadline.

5Main objectionPrice

Price came up.

“I would need to check with my wife.”

6Setter’s handlingAdequate

Acknowledged and moved to booking.

7Feedback for the setter

Ask for the booking before offering a call-back.

Your review

Not reviewed