(718) 614-4825 · Aug 7, 2026 · 2:12 PM
Inbound · 08:49 · Planner: Luke Marshall · +17186144825
“I really want to go on this one. So. I just need to talk to my roommate who I'm going with.”
Send Karen the complete written quote with cabin breakdown and pricing (including the $1,150 cashback detail) by email within 2 hours. Follow up with a call on [specific date] after she has confirmed dates and competitive options with her roommate, with a clear ask: 'Are you ready to move forward with the A3 concierge cabin on March 22nd?'
Full analysis
What happened
Karen called after receiving an automated quote for an Asia cruise on Oceania (March 22, 2028) but was uncertain whether the cabin category was correct—she wanted concierge level, not ocean view. Luke pulled up the cruise details, confirmed the A3 concierge veranda cabin, and provided a complete pricing breakdown: $6,599 per person ($13,198 total for two passengers) including complimentary internet, gratuities, and $300 onboard credits per person. He also explained Pavlus's 9% cashback benefit (~$1,150) and the three-week pre-travel check mailing process. Karen expressed strong interest and asked about deposits, but ultimately deferred booking pending confirmation with her roommate on dates and competitive cabin pricing.
Emotional read
Karen was casual and collaborative throughout, responding positively to Luke's explanations. She showed genuine interest in the benefits (cashback, onboard credits) and asked practical follow-up questions. Her emotional tone remained steady and engaged, though she deferred commitment pending roommate approval.
Emotional arc through the call
Karen remained engaged and positive throughout; no notable shift, though she introduced a commitment blocker (roommate approval) toward the end without expressing frustration.
How customer sees Pavlus
- positive · Karen appreciated Luke's proactive call-back approach: 'It actually says let Luke help you. So that's you. That's weird.' — implying pleasant surprise at personalized service
- positive · Luke highlighted Pavlus's 9% cashback and referral program as competitive advantages; Karen responded positively ('That's great') to the referral program
Process friction
- automated quote was unclear about cabin category (sent ocean view instead of concierge level), requiring agent clarification
Value perception
Karen did not explicitly state a view on Pavlus's value versus booking direct or using another agency. Luke emphasized the 9% cashback and referral program benefits; Karen's response was neutral acknowledgment.
Customer behaviors
comparison-shopping cruise options with travel companionverifying cabin category and pricing accuracy before committingasking detailed questions about payment terms and cashback timingdeferring decision pending roommate approval on dates and competitive alternatives
Closing technique
Attempt: soft Outcome: deferred_commitment Payment: discussed
Close language used:
- “Were you wanting me to put this on hold for you just so I can send this through to you in writing?”
- “I just wanna double-check leave this with me. Give me two seconds, I'm just going to the checkout page.”
Signals the agent didn't act on:
- Customer asked 'what's the deposit for that' — indicating readiness to discuss payment terms — and Luke mentioned $500 per person but then pivoted to 'put this on hold' rather than asking if she wanted to secure the cabin with a deposit pending roommate approval
Topics & signals
| Topics | Asia cruise pricingconcierge cabin optionsonboard credits and benefitscashback rewardsdeposit requirements |
|---|---|
| Destinations | Asia |
| Cruise lines | OceaniaSianna |
| Buying signals | expressed strong preference for this cruise over roommate's other optionasked specific questions about deposit amount and cashback payout timingstayed on call through full pricing presentation without objection |
| Objections | needs to confirm travel dates and cabin choice with roommate/travel companionroommate is researching another cruise option independently |
Analyzed 2026-08-07 14:26:07 by claude-haiku-4-5-20251001. Confidence 0.82.
Transcript (7,763 chars)
Agent (Luke Marshall): Good morning, this is Luke from travel, who am I speaking with today? Customer: Yes, My name is Karen Goldstein. I had inquired online just briefly regarding a cruise on I have the quote number. It's 520490. Agent (Luke Marshall): Okay, bear with me two moments here Karen, I'm just gonna look for that for you. Customer: Mm-hmm. Agent (Luke Marshall): And what was your email address Karen and probably be easier for me to find it that way. Customer: Lola. L-O-L-A-E-V-E-N Lola even @yahoo.com. Agent (Luke Marshall): Is that the one that the quote was sent to do you know? Customer: Yes. Agent (Luke Marshall): Okay, bear with me two seconds. Customer: It actually says let Luke help you. So that's you. That's weird. Agent (Luke Marshall): Okay, I'm just seeing here. Agent (Luke Marshall): And what was that quote number again? Just one more time just so I can double-check it. Customer: 520490 I mean I just did it a few minutes ago before you opened. I didn't know that it would come back so quickly. I just wanted to call and get a price. Agent (Luke Marshall): Okay, yes I believe I'm seeing it here. Agent (Luke Marshall): Okay, perfect. I have that one up here and you're looking is it for Asia is that correct? Customer: Yes, but I wanted like a concierge I think it was a, a three concierge, level three, and this one says ocean view, I don't know. Agent (Luke Marshall): Okay. Agent (Luke Marshall): Yeah! So, the quote that we do send originally it is going to be automated. So it sometimes doesn't necessarily come through as clearly as we would like now. That's why we, like I had on my list of things to do. I, normally, anytime those quotes come through I love to give you guys a call just so to make it nice and easy for us to sort of explain that. And, and provide you with the best quote that we possibly can. But let me see here, I'm gonna see what I can do for you in terms of just while you're on the phone, giving you a bit of an idea of some costing. So, give me one moment, I'm just pulling up my Oana portal. Now, have you traveled with them before? Customer: Oh, okay, got it. Customer: Mm-hmm. Customer: Mm-hmm. Customer: Mm-hmm. Customer: Mm-hmm. Customer: Mm-hmm, no. Agent (Luke Marshall): Okay, perfect. Have you traveled with Ts travel before or is this your first time? Customer: But I haven't, I haven't but I just wanted to try Sianna and then I just thought, you know, I just kinda googled and I saw that you deal with them. So. Agent (Luke Marshall): Yeah, no we're fantastic. We have a great working relationship with them. May have some really amazing contacts over there that make things super super easy in terms of publish travel we actually give a ten, a nine percent cash back around nine percent. I got to take away taxes and fees out of that calculation, but that's one of the benefits of booking through Puls we also have an amazing referral program. So, if you were referred to us we would love to know so, that we can add those benefits onto whoever referred you. But essentially what their referral program is, is if you refer somebody to us and they choose to travel. We'll actually send you out a check the for a various amounts depending on how what vendor they've traveled with. So that's a, that's not a cap system either so so just keep that in mind as well so. Customer: Uh-huh. Customer: That's great. Agent (Luke Marshall): Okay, let see. Agent (Luke Marshall): See, see the date you were looking for is March 22nd, 2028, is that correct? Customer: Yes, mm-hmm. Agent (Luke Marshall): Perfect. Agent (Luke Marshall): And this is, do you know the name of the ship? It's not coming up here for me. Oh, it's, I, perfect. Yup, I see that one now. Customer: Re, re, bra. Mm-hmm. Agent (Luke Marshall): And that is, take you to take you, is that correct? Round trip. Customer: Correct, mm-hmm. Agent (Luke Marshall): Okay, and you said you were after a concierge. Sweet. Do you mentioned the, let's see here. Customer: I think it was a C3 or something. Not the lowest, but the one above it. Agent (Luke Marshall): Three, okay, let me see. Agent (Luke Marshall): So, were you looking for a veranda state room or a concierge level veranda? Customer: Concierge level Branda. Agent (Luke Marshall): Okay, so the A3. Is what we'd be looking at. Customer: Oh, mm-hmm. Agent (Luke Marshall): Let's see here. Let me see what I can do for you. Agent (Luke Marshall): Okay, I'm just going to put together some quick costing here for you. Agent (Luke Marshall): And with uh-oh. She I know they have the year world ex benefits included at it with them at the moment, meaning you to choose complimentary one and beer or $300 worth of shore excursions. Is there a particular option that you would prefer. Just wanna make sure that we're quoting and providing everything. Okay, the I think that's the better, better value out of the two because technically it's just onboard credit so you can use it for whatever you really want. Okay, let me see here, I'm just gonna do some quick calculations make sure I'm getting that give that cash back amount, correct for you. So give me two seconds. Customer: Yes. Customer: For sure expirations. Customer: Mm-hmm. Customer: Right. Customer: Mm-hmm. Mm-hmm. Agent (Luke Marshall): Okay. So, I'm seeing here that a cost for A3. Concierge level around for, for two people I have here that it would give you complimentary internet package and gratuities which is included the $300 of a sure excursion credits per person that you can use for all shore excursions. That's all included in this, right. The cost that I'm seeing here per person is $6,599 per person. That's a total of one. Sorry, not $1,000, it'd be nice it was $1,000 $13,198 and included with a per booking through power, you would get a cashback of around $1,150 west dollars. Customer: Uh-huh. Uh-huh. Customer: Okay, and how does that, how does that work when does that come? Agent (Luke Marshall): Yeah, Dee sent three weeks before traveling. So we will, so when we process that, we put it all on the quote and the invoice and everything like that so it's all in writing for you and then I process it in the back end as soon as it's, we have the invoice produced, it produces like the sit that a reminder for us to get it set up about four weeks before travel. Then we send it to you in the mail and it's a physical check that will come in the mail, that you will then be able to take that check to the bank and get that cashed in before you travel. So you'll have the money before traveling, it's just not a, it's not an instant thing it's just three weeks before travel just part of our policy. Customer: Mm-hmm. Customer: Wow, definitely. Customer: Got it, got it. Alright, and what's the deposit for that. Agent (Luke Marshall): Let me have a quick look for this deposit. Usually $500 per person with Oceana. I just have to get to the checkout page for that. Were you wanting me to put this on hold for you just so I can send this through to you in writing. So you can see a complete breakdown. Customer: I just need to talk to my roommate who I'm going with just to see, I just have to make sure the dates and she was looking at one other cruise but I'm not sure, you know, cause she is looking on her own but I really want to go on this one. So. Agent (Luke Marshall): Of course. Agent (Luke Marshall): No, definitely. I completely understand. I just wanna double-check leave this with me. Give me two seconds, I'm just going to the checkout page. I just have to put some information in here. If I just put you on a brief hold and I'll get that information for you in about two minutes. Customer: Uh-huh. Customer: Mm-hmm. Customer: Yes, yes. Agent (Luke Marshall): Of course, thank you.