Edward Goodman · Dec 23, 2024 ยท 6:50 PM
Outbound · 12:41 · Planner: Lauren Riesenberger · +13015185426
“God, god bless you. That's me, what I do. You got a much better deal.”
Send Edward the final updated invoice with rebates as promised, and follow up within 1-2 days to confirm credit card charge processed successfully. Also prepare to consolidate the direct booking he mentioned within the 30-day window he referenced.
Full analysis
What happened
Edward called to finalize a cruise booking (April 13 departure). Lauren had applied a new promotion bringing the total to $11,930 with a $295-per-person travel protection program included. Edward carefully verified which protection tier was being offered (he wanted the $295 'cancel for any reason' coverage, not a lower $125 option) and requested a corrected invoice to confirm. Lauren verified the details, retrieved the correct invoice showing $11,009.30 total, and Edward agreed to proceed. He provided credit card information for a $1,590 deposit due today, with final balance due June 16th. Edward mentioned he also had a direct booking to consolidate but said they'd handle that separately. The call ended positively with both parties wishing each other happy holidays.
Emotional read
Edward started cautious and detail-oriented, repeatedly asking for clarification on insurance levels and invoice accuracy. He warmed considerably mid-call after Lauren confirmed the $295 protection was included, becoming enthusiastic ('God, god bless you'). By call's end, he was relaxed and joking about weather/locations, indicating trust and comfort with the transaction.
Emotional arc through the call
Started cautious and detail-focused with repeated questions about insurance specifics and invoice accuracy; warmed significantly after Lauren confirmed the better-deal pricing and provided corrected documentation, ending the call in a relaxed, friendly tone.
How customer sees Pavlus
- positive · praised Lauren's work: 'God, god bless you' and 'you got a much better deal' after she confirmed the promotion pricing
- positive · acknowledged Lauren's value proposition: 'That's me, what I do' when she explained getting him a better rate
Process friction
- customer had to request invoice multiple times and ask for verification that correct protection tier was applied
- initial conversation about insurance coverage was unclear, requiring clarification on what was and wasn't included
Value perception
Edward recognized Pavlus's value in securing a better deal than he could find on his own ('you got a much better deal') and credited Lauren directly with delivering savings through applied promotions.
Customer behaviors
verifying pricing details line-by-line before committingrequesting written documentation (invoice) to confirm verbal quotesready to pay deposit immediately via credit cardconsolidating multiple bookings (mentioned direct booking to be transferred to Pavlus)building rapport with agent through friendly banter about locations
Topics & signals
| Topics | cruise pricing and promotionstravel protection/insurance optionsinvoice verificationdeposit and payment termscabin upgrades |
|---|---|
| Buying signals | provided full credit card details to process depositconfirmed invoice details and cabin pricing line-by-linestated 'we got a home run' indicating satisfaction with dealwilling to pay $1,590 deposit today with balance due June 16thmentioned direct booking reference but agreed to work with Pavlus |
| Objections | wanted to confirm $295 protection level, not lower $125 optionconcerned about insurance coverage details and medical exclusionsasked multiple times for corrected invoice to verify pricing |
Analyzed 2026-05-28 06:42:07 by claude-haiku-4-5-20251001. Confidence 0.72.
Transcript (6,704 chars)
Customer: Hello, Lauren. Okay. Agent (Lauren Riesenberger): Hey Ed! How you doing? Agent (Lauren Riesenberger): You're all set. I got a street Ino with Enix. Agent (Lauren Riesenberger): So, I have April 13th I got that new promotion applied to it. It, it's, it brings the total down to $11,930 total with the relief program included. So I just updated that. Customer: Okay, well now which, wait a minute, wait a minute. Which release program because they had a promotion where they have $125 release program which is, which has been free sometimes but that's not the one I want. I went their better one which is 295 first. Agent (Lauren Riesenberger): That's the right and that's the one I included it for you. Customer: So, you got it to eleven you got it. Agent (Lauren Riesenberger): 11009 mm-hmm. Customer: $970 with the $29 including charge is $295 per person for the, for the. Agent (Lauren Riesenberger): For the insurance. Yeah, for the relo it basically it's their insurance, their coverage. Customer: Well, it's not it only covers cancel for any reason, it doesn't cover, you have to buy an insurance policy. Yeah, it doesn't include their medical but I'm gonna buy that separate anyway, but anyhow, so, so it's $295 per person on the invoice. Agent (Lauren Riesenberger): Medical. Agent (Lauren Riesenberger): What do you mean? Customer: Is, what is the invoice? Say, do you have the, do you have the corrected invoice? Agent (Lauren Riesenberger): No, I have them on the other line. Do you want me, I can send you a new invoice to take a look at it. Customer: No, I'd like to but when you have on the other line make sure it's $295 protection because when I was playing around online with them, they were offering $125 lower level protection that I didn't want as free. So, if they're offering the $295 for free, then that would be a totally new deal. Do you want to put me on hold or? Agent (Lauren Riesenberger): Mm-hmm. Agent (Lauren Riesenberger): Okay, I'll verify that. Agent (Lauren Riesenberger): Okay. Agent (Lauren Riesenberger): Yeah, hold on one second. Agent (Lauren Riesenberger): Hey, thanks for holding you there. Customer: Yeah, I'm here. Agent (Lauren Riesenberger): Okay, I have a new invoice in front of me. I'll send over it does show the $295 per person amount and the booking total total is $1.10093 million. Customer: So you got a much better deal. Agent (Lauren Riesenberger): That's me, what I do. Customer: God, god bless you. Agent (Lauren Riesenberger): This does include a deposit 1590 includes the program and a thousand dollar nonrefundable deposit to Phoenix. And then the final balance isn't due until June of next year June 16th. Customer: Okay, so 1190 and I, I'm gonna how much on my visa card. Agent (Lauren Riesenberger): 1590 would be due today. Customer: 5090 which is the 295 times, two is 590 and then $1,000 deposit. Okay, do you want me to give you the credit card? Do you want me to send you and send me the invoice just cause I'm a double, triple triple checker. Agent (Lauren Riesenberger): Correct. Agent (Lauren Riesenberger): Yeah, I can send it over and then give me a call, and then I'll get the card. Customer: Okay, well you want I can, you want send over now I can look at in two seconds. Agent (Lauren Riesenberger): Okay here. Customer: While we wait. Agent (Lauren Riesenberger): Okay, give me a second. Yes. Agent (Lauren Riesenberger): Okay, I just sent it to you. Customer: Be glad you live in Charlotte, it's older than cup. Agent (Lauren Riesenberger): To you, yeah, I'm glad I live in Charlotte too. Not gonna lie. But it, yeah, some of my friends went to the bills game and it was like six, it was like eight degrees, I was like, nope, I do not miss that. Coldness. Customer: Is that your roof Buffalo? Agent (Lauren Riesenberger): I'm from Rochester. I lived in Buffalo for four years. Yeah, and then Albuquerque and now Charlotte. Customer: Oh, my god. Customer: My god. Customer: Okay, got it looking opening. Customer: Open. Agent (Lauren Riesenberger): And it's the PD, right? It's, yup. Customer: Confirmed and the cabinet. And the cabin is. Agent (Lauren Riesenberger): Invoices. Where it's down here. Agent (Lauren Riesenberger): 307. Customer: Yup, that's it. Alright. So we have the journey the port charges the upper the upcharge for cause we're not in the base basement a huge savings exclusive offer, panel relief. You get a home run. Okay, we got a home run, good. Okay, here's the credit card. Hi! Agent (Lauren Riesenberger): Alright. Agent (Lauren Riesenberger): I have run. Okay, so this is the visa, right? You want to give me, okay hold on. Customer: Yup, cause we got to do the Les. Agent (Lauren Riesenberger): Okay. Hold on, sorry, hold on one second. My cats are going nuts, hold on, hold on, my hold now they. Customer: They don't, they don't. Agent (Lauren Riesenberger): They're like kids, hold on. I have mad Max, he's two and like, he likes to just terrorize my other one. Okay it's a visa. Alright. Ready, I'm here. Customer: 4388. Agent (Lauren Riesenberger): Mm-hmm. Customer: 5760. Customer: 4952. Agent (Lauren Riesenberger): Okay. Customer: 2223. Agent (Lauren Riesenberger): 223 expiration. Customer: One of 27. Customer: And the security code is one the security is 149. Do you want to repeat the number? Agent (Lauren Riesenberger): To, ary. Agent (Lauren Riesenberger): 4388 5760 4952 2223, expires. Agent (Lauren Riesenberger): Is it one or 27 or eleven of 27? Customer: No, 101 of 27. Agent (Lauren Riesenberger): One of twenty seven and one four nine. Customer: Is this security? Agent (Lauren Riesenberger): Yup, perfect. Customer: Okay, do you have, still have them on the line or anything? A et call them back at the number. Agent (Lauren Riesenberger): I have on the other line, so I'm just gonna have them run it and then I will send you new invoices look it over the deposit would be made and then. Agent (Lauren Riesenberger): Well, I'll send you the paves invoice as well with the rebates. Customer: At, that's trip and I look forward to getting it and I don't want to just, I don't want to distract you but in a day or two I did a direct booking. I'm biking and I'm gonna send it to you to pick up but let's worry about that. Agent (Lauren Riesenberger): Yup. Agent (Lauren Riesenberger): You're fine. Agent (Lauren Riesenberger): Oh, okay. Yeah, you got thirty days but okay, that works well good. Well you know, happy holidays and I'll be kind of in and out this week and next week but yeah, just let me know if you need anything and Chers of 2025. Customer: Alright. Customer: And yeah, ches for 2025. Take care, bye-bye. Agent (Lauren Riesenberger): I know. Thanks, bye.