William Oliver · Aug 7, 2026 · 2:39 PM
Inbound · 09:33 · Planner: Mike Duran · +19196089662
“You're gonna use a Visa ending in 2796. I'm a Disney Cruise Line fan—I've got three trips scheduled and I'm on the board.”
Send Rebecca confirmation email to rebekahcnc@yahoo.com and SMS to 919-608-9662 on or before August 16th confirming the August 17th charge of approximately $16,660 will process to her Visa 2796 for both room bookings, and that Janet will contact her immediately if any issues arise.
Full analysis
What happened
Rebecca called to verify payment terms on two Disney Cruise Line bookings for a family trip in December. She had received a balance-due reminder for only one of her two rooms and wanted to ensure the correct card would be charged on August 17th. The agent discovered multiple issues: the wrong payment card was on file (Mastercard instead of Visa), communications were being directed to the customer's mother's email, and the second room's payment was set to split between two cards. Rebecca resolved all issues during the call by providing her correct Visa card, authorizing all payments to go to her single card, and updating contact information to direct all communications to her email and phone number. The agent confirmed everything would be processed on August 17th.
Emotional read
Rebecca was practical and matter-of-fact throughout, focused on solving administrative problems efficiently. She exhibited some mild frustration about prior errors (incorrect card, emails sent to mom), but remained composed and collaborative. Her tone was that of someone who was taking control of the situation and appreciated the agent's help in getting things corrected.
Emotional arc through the call
Rebecca started the call task-focused and slightly frustrated about administrative issues, then warmed slightly as the agent systematically resolved each problem, ending on a collaborative and appreciative note.
How customer sees Pavlus
- negative · Taylor should have corrected the payment card to Visa 2796, but didn't
- negative · communications were being sent to mom's email and copying her on flight issues, which frustrated the customer because her 82-year-old mother couldn't handle the stress
- positive · appreciative that the reminder call gave them a chance to catch and correct errors before the August 17th charge date
Process friction
- payment card on file was incorrect (Mastercard instead of customer's Visa)
- second room's communications and payment card setup were not properly consolidated under the customer's information
- second booking had split payment instructions between two cards instead of consolidating under customer's payment method
- primary contact information was not updated to customer despite her being the lead booker
- emails being sent to mother's account instead of customer's account
Value perception
Rebecca is a highly experienced Disney cruise customer with three prior Disney trips currently scheduled and a board position with Disney. She expressed confidence in the cruise line and noted she booked with Pavlus to get the added value of their services, suggesting she sees value in the agency's relationship management and expertise.
Customer behaviors
taking control of payment and communication setup for family tripcorrecting prior errors made by other agentsconsolidating multiple bookings under her managementproviding detailed information proactivelydeferring to agent's process expertise while asserting her preferences
Closing technique
Attempt: none Outcome: no_close_attempted Payment: discussed
Signals the agent didn't act on:
- customer mentioned daughter is third passenger in mother's cabin but agent never confirmed daughter's name or contact details for the booking
Topics & signals
| Topics | payment verification and updatesmultiple room bookingspayment card correctioncommunication preferencescontact information consolidation |
|---|---|
| Cruise lines | DisneyDisney Cruise Line |
| Buying signals | customer taking ownership of both room paymentsproactively updating all contact information and payment methodsconfirmed willingness to pay total of approximately $16,660 on August 17th |
| Objections | concerned that mother and daughter won't pay their balance reminderincorrect payment card was on file from previous interactioncommunications being sent to mother's email instead of customer's |
Analyzed 2026-08-07 14:51:05 by claude-haiku-4-5-20251001. Confidence 0.92.
Transcript (8,437 chars)
Agent (Mike Duran): Good morning. Thank you for calling this travel home of the best referral program in the travel industry. This is Mike and guest relations. How can I help you? Customer: Hey, Mike. This is Rebecca Oliver calling. I got a reminder from you. Well, not personally, I'm sure. But I got a reminder from tablet that says my balance is due on August 17th. And I only see one of my two rooms listed here. So, I'm assuming you sent the second reminder to my mom, which means she's not really gonna pay that. So, I just wanna make sure that on August 17th. Do you charge my card for the remaining balance? Agent (Mike Duran): If it's a. Agent (Mike Duran): Okay, what is the booking confirmation number we're talking about? Customer: R. Y. Y. Six C. 15023. Customer: And it should be the fuel ti spirit cruise with to. Agent (Mike Duran): Okay. Agent (Mike Duran): Yup, and for December of this year so we can Rebecca. So, let's look at yours first. Agent (Mike Duran): So we have the payment on the seventeenth we haven't noted to use a Mastercard ending 6282. Customer: No, that is not correct and Taylor should have corrected that for me. You're gonna use a visa ending in 2796. Agent (Mike Duran): Okay, I do see that is actually the only card we have let me change that on the on the actual final payment reminder. Customer: Okay. Agent (Mike Duran): 96. Agent (Mike Duran): Alright, so that's updated. And I, let's go to the other reservation I see the other one is for Janet wilks. Customer: Janet wilks and that's my mom and my daughter Bren. All of her should be in that room also. Agent (Mike Duran): Yup, I do see that as well. And let's look at this one. Customer: Okay, well, I'm gonna pay for that one as well. Customer: You'll be hard pressed to get either one of them to pay you. Agent (Mike Duran): Well, the note on here it says it's gonna be split with both cards on file. Let me see what we have. Customer: Just you can just put it all on my card. Agent (Mike Duran): So, I'll have to update that cause right now the two cards we have on file are the old Mastercard that you had and then your mom's. Yeah. Okay. So. Customer: Definitely not. Yeah, you could. If you he can wrong wanting to do that. Yeah, just put it all to us. That's the, that's the easiest way to do it, just put it all to us that's fine. Agent (Mike Duran): Well it, yeah, it. Agent (Mike Duran): Yeah, no, I and I can do that. I can update that. So and that's why we have these reminders sent so we can make sure we get everything right. Thank you for the call and so obviously there was a couple of things that we needed to update so it's working. Thank you for, for the call and I will get this. I will get everything updated and and it'll be processed the way you want to on the seventeenth. Customer: Perfect. Customer: Yeah, yeah, that's fine. Customer: Perfect, yeah. So all of it should go on. So it should be like $16,660 I think something like that $58 is $5,016 whatever that is $16,000 and change. Perfect theres would be the same. Agent (Mike Duran): Let me see. Agent (Mike Duran): So you, yeah, yeah, yours is 800280 and the other one is, yeah, 8280 for both of 16540. Customer: Yeah, sixty eight and eight sixteen. Yeah. Agent (Mike Duran): Yeah, alright. $60 yeah, yeah, sixteen yeah, okay, I will get everything updated for you and once it's, once we make the payments, let me make sure that where the email is going to go for. Customer: It should come to me so. Agent (Mike Duran): Let me see what we have on the file. Customer: You've been sending them to my mom's, and then my mom and then she sends them to me. And then she's been getting all nervous because we've had flight issues in our system and then you've all been copying her on it. And my mom's 82, she can't handle it. Agent (Mike Duran): Well the. Agent (Mike Duran): So the email we have on her file is wilks Jen. One @gmail.com do you want me to change that? Give me to put yours. Customer: Jen one. Yeah, that's just make it mine, just make it mine. That would be better. Agent (Mike Duran): That's just, and, and, and what is yours, and I'll just do it right now. Customer: It's Rebecca and C and let me spell it for you. Hold on. I hate this thing R-E-B-E-K-A-H-N-C like North Carolina, @yahoo.com. Customer: So, we're Rebecca NC @yahoo.com it's spelled my way. Agent (Mike Duran): Perfect. Okay, so that's all that's updated. So now the only email on her file is yours. Customer: Perfect, perfect. Agent (Mike Duran): And let's just confirm so the phone number that I have in her file. I'm assuming you everything should go to you. So this. Customer: That would be the best. Agent (Mike Duran): Phone number that I had, that we have on her file right now is, 919-608-9665. Customer: That is her number, my number is the same number except the last, the last digit for me is not a five, it's a two. So, that might be, that's up to you if you need to keep a, a phone number. If you actually need to reach her or something, but we'll all be traveling together we're altogether. Agent (Mike Duran): Change yours. Agent (Mike Duran): Well, it's not it, yeah, it just sounds to me like we're better off just reaching you in any case and so let's just change that. Customer: Definitely, definitely. And my daughter is the other passenger in that cabin too, so. Agent (Mike Duran): Yeah, let me, let me, I'm just gonna notice here that this is your number. Agent (Mike Duran): That way we know whenever we're calling and these and these, this information is for our purposes it's not officially a talk thing. So, how want theirs but I think if we're going to be in communication with you as a lead guess we should have your information even in her file. Customer: Perfect. And I have actually changed it with Al already because they were, I wasn't able to control it and I have to select the excursions and everything else and I couldn't do it. So, I had called them already and had, had it changed for me to be the contact. So, now it all shows up in my to dashboard is what they call it. I think when I when I sign in. Agent (Mike Duran): Perfect. Agent (Mike Duran): Good. Agent (Mike Duran): Yeah. Okay, perfect. I think that's a, that's a great plan. And now it's the same way with us. So your contact information is in her file. So anything that we need to get in communication for the other reservation will be directed to you. Customer: Perfect. Perfect. Yeah. And like I said, that's my daughter that's in there with my mom. So yeah, this is gonna be interesting, I don't know how good it's gonna pay well. Agent (Mike Duran): You, yeah, okay, that sounds like it's all good, so. Agent (Mike Duran): Oh, I see. Well, you're going with to so it's gonna be great, you know, I think that it's gonna be an amazing trip. You got the whole family going, so it's, I think you're going to have a great time. Customer: Yeah, the whole Sam, the whole Sam's go and we'll see like I said, we'll see how this works out. Agent (Mike Duran): I, it, it'll, it'll be great. I think you know, you got your, you got your finger on it. You got your other details working out and that's really half the battle is getting everything done right before you start. So, I think it's gonna be, you're gonna, hey, you're going with an amazing company. Without they go out of their way to make sure. Customer: True, true. Customer: Oh, oh, you don't have to sell me. I have three pod trips currently scheduled, so I'm, I'm, know all about to I'm on the board with that. Agent (Mike Duran): So you know. Agent (Mike Duran): Okay, well great well and then you book it with us so you've got all the right things in motion, we're gonna take care of you as well and thank you for calling and updating all this information. Now it's all set. Customer: Perfect. Customer: Great, and it'll just automatically happen on the seventeenth that you'll just charge that and it'll, it'll go through. Agent (Mike Duran): Yeah, we'll. Agent (Mike Duran): Yeah and then we'll send you an updated invoices once it's completed if some odd was in. There's an issue our account and Janet will call you and let you know. Customer: Perfect. Customer: Oh, I'm sure it'll be fine. Agent (Mike Duran): Where are two? Customer: Alright, wonderful. Well thank you Mike. I appreciate the help. Agent (Mike Duran): My pleasure ma'am. Thank you for calling. Bye-bye. Customer: Okay, have a good day. Bye-bye.