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Edward Goodman · Dec 23, 2024 · 6:50 PM

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Outbound · 12:41 · Planner: Lauren Riesenberger · +13015185426

Sentiment
positive (0.75)
Intent
ready_to_book
Trajectory
improved
“God, god bless you. That's a much better deal. So you got a much better deal.”
Next best action
Send the updated final invoices (including Pavlus rebates) within 24 hours and follow up in 2–3 days to confirm payment cleared and to ask about the separate direct booking Edward mentioned consolidating, in case Pavlus can help bundle or coordinate.
Full analysis
What happened

Edward called to finalize a cruise booking that Lauren had been working on. The primary focus was verifying that the correct $295-per-person cancel-for-any-reason protection (not the lower $125 tier) was applied to the invoice, bringing the total to $11,930. After holding to confirm the promotion details, Lauren verified the correct tier was in place. Edward then reviewed the emailed invoice in real time, confirmed all details including cabin and port charges, and provided his Visa card information to process the $1,590 deposit (comprising $590 in insurance for two people plus $1,000 nonrefundable deposit). The call ended positively with Lauren agreeing to send final Pavlus invoices and Edward noting he had made a separate direct booking to consolidate.

Emotional read

Customer started cautious and detail-oriented, repeatedly verifying insurance tiers and pricing before committing. Warmed considerably after agent confirmed the $295 protection and secured the better deal—expressed gratitude ('God, god bless you') and relaxed into friendly rapport, even engaging in personal conversation about geography and weather. Ended the call warm and enthusiastic about the trip.

Emotional arc through the call

Started analytical and skeptical (demanding verification of the correct insurance tier), then shifted to warm and grateful once the details were confirmed, ending the call in a friendly, relaxed tone.

How customer sees Pavlus
  • positive · praised Lauren by name for securing 'a much better deal' and said 'God, god bless you' after confirmation of the $295 insurance tier
  • positive · expressed comfort with Pavlus's process: willingness to provide credit card, reviewed invoice in real time, and confident in final invoices being sent
Value perception

Customer was satisfied with the deal Lauren negotiated. He did not explicitly compare Pavlus to direct booking or other agencies, but his willingness to pay a deposit and move forward suggests he saw value in using the agency for this booking, even though he separately made a direct booking for another portion of the trip.

Customer behaviors

triple-checking all numbers and invoice details before paymentcomparing and understanding different insurance tier optionsready to pay immediately upon confirmationconsolidating a separate direct booking alongside Pavlus bookingbuilding rapport with agent during payment process

Topics & signals
Topicscruise pricing and promotionstravel insurance optionscabin upgradesdeposit and payment termsinvoice verification
DestinationsPhoenix
Buying signalsprovided full credit card details to complete $1,590 depositconfirmed cabin details and reviewed final invoice before paymentagreed to final balance due date of June 16thmentioned direct booking to consolidate alongside this Pavlus booking
Objectionswanted to confirm correct insurance tier ($295 vs $125) before committingconcerned about free versus paid protection levels in promotional offers

Analyzed 2026-05-28 06:42:20 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.