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Paul Scherer · Aug 7, 2026 ยท 3:00 PM

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Inbound · 16:28 · Planner: Nick Bazzoni · +12146686696

Sentiment
positive (0.70)
Intent
booked
Trajectory
steady
“I'd love the inside to be close to the ocean view. It doesn't matter which one and I'd like them all to be on the same level.”
Next best action
Call Regent to confirm travel protection pricing and policy for Paul's existing sailings, then send Paul a consolidated quote for the Disney cruise (with price hold, room assignments, and hotel options) and Regent protection options by email within 2 business days.
Full analysis
What happened

Paul called to finalize details for a Disney Magic cruise (June 10-17, 2027) and two existing Regent sailings. Nick collected passenger information for Paul's entire family group, including his three adult children and their spouses/partners, plus grandchildren (Daniel, Victoria, Caroline, and Henry May). Paul confirmed room preferences (three ocean view and one inside cabin on the Disney cruise, all same level if possible), expressed interest in his usual pre-cruise hotel (Pan Pacific near the terminal), and discussed travel insurance options. Nick offered to get price holds from Disney, coordinate room assignments, obtain hotel quotes, and research Regent's travel protection pricing. The call ended with Nick confirming he would follow up with both cruise lines and send quotes, and that Paul would receive referral bonuses for the new guests (Victoria's family) booking through him.

Emotional read

Paul is comfortable and collaborative, with a light, somewhat self-deprecating tone throughout. He joked about his daughter thinking he's badgering her and about not knowing all the grandchildren's birthdays. He remained patient and engaged even during the lengthy information-gathering process, and displayed warmth when the agent mentioned growing up in Saint Louis, leading to a natural personal connection conversation. His emotional state was consistently positive and relaxed.

Emotional arc through the call

Started task-focused and slightly harried (mentioning his daughter is busy), warmed considerably when Nick mentioned growing up in Saint Louis, creating a personal connection that carried through to the end where the tone became genuinely friendly and appreciative.

How customer sees Pavlus
  • positive · praised Tyler in customer relations for helping with transfers and second night for Hong Kong trip
  • positive · expressed comfort using Pavlus for travel insurance if pricing is competitive with vendors
Value perception

Paul views Pavlus as valuable for coordinating complex multi-family bookings and managing the details correctly the first time. He is price-sensitive on insurance and willing to shop between vendors, but appears to prefer working through Pavlus for convenience and relationship continuity.

Customer behaviors

providing detailed passenger information for large multi-generational family groupleveraging existing relationship and referral networkconsolidating multiple active bookings with agentcomparing insurance pricing between vendor and travel agent optionsbuilding on established trust with prior trip support

Closing technique

Attempt: soft   Outcome: deferred_commitment   Payment: discussed

Close language used:

  • “I will get this all done for you and send you over the quote for the Disney cruise very first. Then I'll contact regent about protection for your sailing with them.”
  • “once we move forward and deposit and after you guys sail on this trip, then you'd get those referral bonuses for everybody involved”

Signals the agent didn't act on:

  • customer confirmed credit card on file and expressed willingness to move forward ('You got it. That's the one.') but agent did not propose taking deposit payment immediately
Topics & signals
TopicsDisney cruise bookingRegent cruise bookingsTravel insurancePassenger information collectionHotel accommodationsReferral bonus eligibility
DestinationsDisney Magic sailing (June 10-17, 2027)Hong KongRegent regions sailings
Cruise linesDisney Cruise LineRegent (Seven Seas)
Buying signalsprovided full names and birth dates for entire family groupspecified room categories and preferences for Disney cruiseconfirmed existing visa card on file for paymentcommitted to insurance purchase for both upcoming tripsexpressed openness to hotel suggestions from agent
Objectionsuncertain about best travel insurance provider between vendor and agentconcerned about having correct passenger names matching passports

Analyzed 2026-08-07 15:21:49 by claude-haiku-4-5-20251001. Confidence 0.92.

Transcript (13,727 chars)
Agent (Nick Bazzoni): Travel travel, this is Nick.
Customer: Hey, Nick ball, share.
Agent (Nick Bazzoni): Hey, Paul. How you doing sir?
Customer: Well, you know I'm hurting cats right now. Oh, my daughter is so busy at work. Come on. Okay, I just wanna go through if you have a few minutes.
Agent (Nick Bazzoni): I understand, totally understand.
Agent (Nick Bazzoni): Yeah.
Agent (Nick Bazzoni): Yeah.
Customer: Okay, so you asked again for full names on as they appear. So it's all Michael share and Jerry Francis share.
Agent (Nick Bazzoni): Mm-hmm.
Agent (Nick Bazzoni): Mm-hmm.
Agent (Nick Bazzoni): Perfect.
Customer: And you've got our birth dates.
Agent (Nick Bazzoni): Yeah, I've got all of your information and I've got all Paul junior's fails information as well.
Customer: Okay. You asked for Paul junior, his middle name is Michael junior. Tara sh, I don't know her middle name.
Agent (Nick Bazzoni): Okay.
Agent (Nick Bazzoni): Perfect.
Agent (Nick Bazzoni): I think you gave it to me Tara, Kathleen so so we're, yeah, we're all good with their names and dates of birth for Paul junior's family.
Customer: Okay, maybe she did. Maybe, maybe she did.
Customer: And Gregory, and Jim and Ethan, you're okay, date of birth.
Agent (Nick Bazzoni): Hang on one second to get this pulled up and.
Customer: Gregory Lawrence, yeah? The, yeah she put it, I saw her response she.
Customer: Kim.
Customer: Yeah, she gave you Ethan James share Kimberly rose share and Gregory Lauren share and their dates of birth. And you've got the his email address and his.
Customer: Physical address and his phone number, so you have at all, I believe.
Agent (Nick Bazzoni): I have got, hang on I always do this. I always put the middle name for the last name la Gregory's last name. Is she as well, correct? Alright, perfect. Yeah, I've got, I've got all of their information Gregory and Kim and Ethan for Paul junior. The only last piece of information I need from him is just their home address.
Customer: Correct.
Customer: 667.
Customer: Clear second ordered Brooke B-R-O-O-K.
Agent (Nick Bazzoni): Okay.
Customer: Saint Louis, Missouri.
Agent (Nick Bazzoni): Okay.
Customer: 63122.
Agent (Nick Bazzoni): Excellent. You know fun fact for you. I actually grew up in Saint Louis.
Customer: Where you, what part?
Agent (Nick Bazzoni): Well, the metro area. So I grew up in Saint Charles County. I was in ofallon.
Customer: Okay, we, yeah, we grew up in Saint Louis also. We were in south Saint Louis and Paul went to Saint Louis University and met Sarah there and stayed so yeah, yeah, so.
Agent (Nick Bazzoni): Oh, nice ma'am. I, okay.
Agent (Nick Bazzoni): Okay. Very nice, nice, nice. Yeah, I grew up in I went to fourteen west out in no, and actually before I left Saint Los I live in South Carolina now but before I left I live in Suard.
Customer: Oh, yeah, okay. Well, we, I went to Saint Mary's high-school south Saint Louis are you Calo.
Agent (Nick Bazzoni): Okay, yeah, yeah.
Agent (Nick Bazzoni): I'm not. No, but.
Customer: Okay. So, a lot of people in Saint Louis know the PAS, the Catholic Perrie and where people and, and that kind of helps them understand where they live. Okay, so I can give you information about the names for Daniel, Victoria, Carolina and Henry but I'm not sure how so it's Daniel James may.
Agent (Nick Bazzoni): Mm-hmm.
Agent (Nick Bazzoni): Yeah.
Agent (Nick Bazzoni): Okay, that would work.
Agent (Nick Bazzoni): Okay.
Customer: His birth date, hold on.
Customer: Well, I thought it was gonna be easy.
Agent (Nick Bazzoni): Mm-hmm that's okay.
Customer: Let me look at one other thing. Oh, yeah, Daniel's birthday is January. I'm sorry, March twentieth.
Customer: 1983.
Agent (Nick Bazzoni): Perfect. We don't need his address for right now. We can skip that. Oh, okay then, perfect.
Customer: I can give you the address. It's 388 High Street.
Agent (Nick Bazzoni): Okay.
Customer: Nutley. New Jersey.
Agent (Nick Bazzoni): Okay, perfect.
Customer: 07, hold on a second.
Customer: 07110.
Agent (Nick Bazzoni): Perfect.
Customer: Victoria, may, is Victoria? Lauren?
Agent (Nick Bazzoni): Okay, one second I need to get one thing done here. Cause I want to get you listed as, the reason why I'm doing this, I'm doing everybody with separate profiles, cause I wanna make sure you get the referral bonus for whenever they end up booking.
Customer: Go ahead.
Customer: Alright, even though, even though I'm gonna be paying the.
Agent (Nick Bazzoni): Yes, correct. Even though you're, you'd be paying for it all since they're new guest you would qualify for for that were pro bonus yet. Yeah. Alright and then, so we get Victoria.
Customer: Invoice.
Customer: Okay, great. Perfect. I love it.
Customer: Lauren may.
Agent (Nick Bazzoni): Last name may and the date of birth for her?
Customer: February third, 1983.
Agent (Nick Bazzoni): Perfect, alright. So the next one we would need is Caroline.
Customer: Caroline, Lauren may.
Agent (Nick Bazzoni): Perfect, date of birth.
Customer: December, hold on.
Customer: Hold on.
Customer: I'm supposed to know these.
Agent (Nick Bazzoni): No, I, it's impressive you got all the information so far and the only reason I'm being a stickler on it is I know with Disney they verify pricing on the age, and I've had it before where.
Customer: Mixed up. Yeah.
Customer: Yeah, let me. Oh, I hear you. No, that's.
Customer: Hey, Jerry.
Customer: Yeah, I.
Customer: Paul.
Customer: Shit. Pardon me. Oh, hold on, I got to ask the boss.
Agent (Nick Bazzoni): It's okay.
Agent (Nick Bazzoni): Mm-hmm.
Customer: I'm supposed to know that she's going to be so upset but I don't. Hey, Jerry. When is Caroline's birthday? January. What?
Customer: Oh, December. Yeah, December one, December ninth. And he's the October twentieth twenty second. Okay, December 9th.
Agent (Nick Bazzoni): Okay.
Customer: 2020.
Agent (Nick Bazzoni): Alrighty, and then last one would be Henry.
Customer: Henry, James may, his birthday is October twenty second. 2023.
Agent (Nick Bazzoni): Alrighty.
Agent (Nick Bazzoni): Excellent, perfect thank you sir for all that information. Alright.
Customer: You want a phone number on Daniel or Victoria.
Agent (Nick Bazzoni): Yeah, here let me go, Daniel.
Customer: I can give you a Victor, Victoria is the one that does everything so, do you want her, you just want a phone number, right?
Agent (Nick Bazzoni): Yeah. Yes, if Victoria is the best one to contact and I can put, put hers on file, okay.
Customer: Yeah, hold on.
Customer: 972.
Customer: 679.
Customer: 9820.
Agent (Nick Bazzoni): Perfect and you said you don't have an email for either of them by chance.
Customer: Yeah, wait a minute.
Agent (Nick Bazzoni): Okay.
Customer: Victoria, L. May.
Customer: @gmail.com.
Agent (Nick Bazzoni): Perfect, awesome. Thank you for that and then I just wanna check.
Agent (Nick Bazzoni): Paul.
Agent (Nick Bazzoni): Alright, and I've got Paul junior's email address as well too so, excellent. So, I bet, all the information I need what I'll do now is I can get on the phone with Disney. And I will get price holds made for your family. For the June 10th to twenty June tenth to seventeenth sailing on the Disney magic in 2027.
Customer: And I told you what room category we want, right?
Agent (Nick Bazzoni): 304 ocean view and one inside and you want room one and two.
Customer: The.
Customer: Yeah. And, and I'd love the Osh the inside to be close to the ocean, one of the ocean view.
Agent (Nick Bazzoni): Okay.
Customer: It doesn't matter which one and I'd like them all to be on the same level.
Agent (Nick Bazzoni): Yeah.
Agent (Nick Bazzoni): Okay.
Customer: If that works out.
Agent (Nick Bazzoni): Perfect. Yeah, I will I'll give him the phone with him and I'll work on trying to get everybody as close together as possible and connecting for the rooms you requested. I want to get that done first and then we can tackle the hotel that you're interested in. Do you have any specific interest in a certain hotel or like, are you kind of open to suggestions.
Customer: Well we've been using every other time. I've used the, any Pana is a pan Pacific which is right across the street from the terminal almost but I'm open to anything.
Agent (Nick Bazzoni): Mm-hmm.
Agent (Nick Bazzoni): Okay, alrighty, that'll be easier to do. Let me get the cruise done first and then I can send you over quotes for everything and then we can engage my guest relations team to work on some potential hotel options for you guys.
Customer: Okay.
Customer: Okay, perfect.
Agent (Nick Bazzoni): Perfect. Yeah, well, I really appreciate your help. I felt like I was badgering you as well trying to get all this information. Yeah, and like I said I.
Customer: Oh. And my daughter thinks I'm badgering her, so.
Customer: I wouldn't be surprised, yeah, I wouldn't be surprised if the names that I gave you are the way they have their passports but we will find out.
Agent (Nick Bazzoni): Yeah.
Agent (Nick Bazzoni): Yeah, we can make adjustments. It's just I with Disney specifically and then all the vendors I deal with. I really like to get all my eyes dotted in ease cross just so that way we've got everything correct the first time so that, that's kind of the reason why I was, you know, wanting to get all this stuff put together first so that way we can tackle everything at one time and, and get it all correct?
Customer: Okay.
Customer: Alright, and was it Tyler who's in customer relations called me? She's, you probably know this already but she helped me with the transfers and the second night for the Hongkong trip in the spring. Yeah, okay. Alright, that's it. That's all now way I wanna make sure I think I'm getting insurance through you.
Agent (Nick Bazzoni): Yeah.
Agent (Nick Bazzoni): Mm-hmm.
Agent (Nick Bazzoni): Mm-hmm mm-hmm yeah, I saw that.
Agent (Nick Bazzoni): Perfect, sir. Well, I appreciate. Yeah.
Agent (Nick Bazzoni): For which trip?
Customer: Both all. Oh, I always want to do insurance and I'd rather do it.
Agent (Nick Bazzoni): For, for the.
Customer: I think in the past, I've always used.
Customer: The vendor I mean the travel agent instead of the cruise line.
Agent (Nick Bazzoni): Okay.
Customer: If it's cheaper I'll use you if it's not I'll use the cruise line.
Agent (Nick Bazzoni): Okay, typically from a pricing standpoint I see protection cheaper through the vendors themselves. I can offer alliance which is our preferred third party travel provider for protection, they do run a little bit more higher price than protection through the vendor but they do also cover user vendor. Okay. I right now just because I'm familiarizing myself with the trips that you already have planned. I know you had the two regions region sailings for next year.
Customer: Then, I'll then use, then use the vendor.
Customer: Correct.
Agent (Nick Bazzoni): I am pulling these invoices up now.
Customer: Are there, is there insurance on there?
Agent (Nick Bazzoni): I am not seeing travel protection added on either the region bookings that we have for you right now.
Customer: And you think the regent price point is going to be better than the agent.
Agent (Nick Bazzoni): Potentially let me call region and kind of find out some more information on it. I, I'm not a hundred percent certain on the specifics of region but I know sometimes for trail protection through vendors that needs to be added within a certain time period, from deposit for it to cover like Pregis conditions for health reasons or we could also, we can add it at time before final payment as well. So I want to get more specifics on the region protection for you. And then typically if we add it with the vendor, they would need to also take payment of the protection as well at that time.
Customer: Uh-huh.
Customer: Okay.
Customer: Yeah. And you have a credit. Yeah. I don't think you have my credit card.
Agent (Nick Bazzoni): So, let me find out that. I'm sorry.
Agent (Nick Bazzoni): We might have it on file let me check. I have got a visa on file that ends in 4346.
Customer: Intro.
Customer: And what's the expiration date?
Agent (Nick Bazzoni): January 2030.
Customer: You got it. That's it, that's the one.
Agent (Nick Bazzoni): Okay perfect so let me advise region on what their policy is with trial protection. What pricing would be I'm more than happy I could send you a quote for alliance as well for the trial protection. If you wanted me to but let me find out regent first before I do any.
Customer: Yeah, do region person and if it's, if it's cheaper than just go with, or if it's the same, our cheaper go with region.
Agent (Nick Bazzoni): Okay, and then I'll put trial protection for the Disney booking as well too, okay? Excellent sir. Alrighty, well I will get this all done for you and send you over the quote for the Disney cruise very first. Then I'll contact regent about protection for your sailing with them. And then I think we will be all set.
Customer: Yes.
Customer: Alrighty.
Agent (Nick Bazzoni): My pleasure sir. Well, thank you so much for your business and any referrals you sent our way and I've got everybody right now listed as you as the referral. So once we move forward and deposit and, and after you guys sale on this trip, then you'd get those referral bonuses for everybody involved.
Customer: Alright and if when I get the information from Victoria I will send it to you just so she thinks that you didn't have anything before but I so don't, don't think I'm crazy when I send you a copy you on the, our forward her information to you, okay.
Agent (Nick Bazzoni): Okay, yeah.
Agent (Nick Bazzoni): Yeah.
Agent (Nick Bazzoni): Okay, works for me. Alright, thank you sir. Bye.
Customer: Alright, I get it. Thanks Nick. Bye.