← Setter Review · 240 to review
Joseph Patterson × Priya Shah
Mon 28 Sept, 18:10 NY · +1 (832) 555-4642 · jpatterson1@example.com · Reached — No Decision
0:00 / 10:15space 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 Joseph? This is Priya 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?
2:032 I am doing okay but I cannot scale it.
4:371 Money is a bit tight but I could do a plan.
7:11 Can you call me back next week?
9:14 No problem, I will follow up.
Ask this call
answers from the transcript · press / to askD21Prospect score
Financial situation3/5
Why now / urgency1/5
Commitment1/5
Interest2/5
Decision-making2/5
Trust in Marcus1/5
- Financial situation: Has some savings; would want the plan.
- Why now / urgency: Wants extra income before the holidays.
- 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: Reached — No Decision.
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
Wants extra income before the holidays.
Why now: Wants extra income before the holidays.
5Main objection
No objection surfaced.
6Setter’s handling
Acknowledged and moved to booking.
7Feedback for the setter
Ask for the booking before offering a call-back.