(718) 614-4825 · Aug 7, 2026 ยท 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.”
Luke should follow up with Karen by end of business tomorrow with the written quote/invoice breakdown, and schedule a brief call with Karen and her roommate together (or confirm her roommate's approval independently) within 48 hours to move the hold to a deposit. The goal is to lock the cabin before the $500 deposit window closes and to resolve the competing cruise research.
Full analysis
What happened
Karen called after receiving an automated quote (520490) for a March 22, 2028 Asia cruise on Oceana. She was confused about the cabin category in the original quote and wanted clarification and better pricing. Luke pulled up the details, confirmed she wanted an A3 concierge veranda cabin, and provided a detailed quote: $6,599 per person ($13,198 total for two) with complimentary internet, gratuities, and $300 shore excursion credits per person, plus $1,150 in cashback three weeks before travel. Karen asked about deposit terms ($500 per person) and whether she should hold the booking. Luke offered to put it on hold and send written documentation. Karen deferred commitment pending approval from her travel companion, who is apparently researching other cruise options separately.
Emotional read
Karen started neutral and slightly rushed (called just minutes after submitting the quote form), but gradually warmed as Luke walked through pricing and benefits. By the end, she was enthusiastic about the offer and the cashback structure, but remained cautiously dependent on her travel companion's decision. She was engaged and appreciative of Luke's explanations.
Emotional arc through the call
Karen began neutral and slightly impatient (had just submitted the quote online), but warmed progressively as Luke explained the benefits and pricing clearly, ending the call enthusiastic about the offer but cautious pending her roommate's approval.
How customer sees Pavlus
- positive · praised Pavlus for having a great working relationship with Oceana and 'amazing contacts' that make booking easy
- positive · appreciated the 9% cashback benefit exclusive to booking through Pavlus vs. direct booking
- positive · impressed by Luke's proactive call to clarify the automated quote and provide better service
- neutral · noted the automated quote was unclear: 'it doesn't necessarily come through as clearly as we would like' but accepted Luke's explanation
Process friction
- automated quote sent via email listed 'ocean view' cabin type instead of the correct 'concierge level veranda' cabin category, causing customer confusion
Value perception
Karen perceived clear value in Pavlus's 9% cashback and gratuities/internet inclusions, noting the cashback timing worked well (three weeks before travel). She did not express concern about booking direct; the cashback and concierge service appeared to justify the agency.
Customer behaviors
proactively calling to clarify and potentially improve pricing on an online quotedeferring decision pending travel companion's approval and competing researchasking operational questions about cashback timing and deposit structurecomparison-shopping against alternative cruises the travel companion is researching
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. So you can see a complete breakdown.”
Signals the agent didn't act on:
- customer asked 'what's the deposit for that' but agent never asked if Karen wanted to place a deposit in the call or on the phone immediately after sending the written quote
- customer expressed 'I really want to go on this one' strongly, signaling preference, but agent did not pivot to addressing the roommate concern more proactively (e.g., offering to do a three-way call or providing a clear timeline for roommate decision)
Topics & signals
| Topics | Asia cruise pricingconcierge cabin optionscashback benefitsdeposit termsonboard creditsgratuities and internet packages |
|---|---|
| Destinations | Asia |
| Cruise lines | Oceana |
| Buying signals | called proactively after receiving online quote to discuss pricingexpressed strong preference for this cruise over alternativesasked about deposit amount, indicating readiness to move forwardagreed to hold the booking pending roommate approval |
| Objections | needs to confirm travel companion's availability and preferences before committingtravel companion is researching alternative cruise options independently |
Analyzed 2026-08-07 14:26:25 by claude-haiku-4-5-20251001. Confidence 0.92.
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.