LeAnne Carpenter · Nov 26, 2023 ยท 8:08 PM
Outbound · 13:31 · Planner: Rose Morrissey · +14174250718
“Or, or, do we just play Russian rule and assume they'll give us something not hordes.”
Send both Pavlus and Viking invoices as promised, and follow up within 24 hours to confirm the customer updated their address to 15583 Moss Creek Boulevard via myJourney.com to ensure correct mail delivery of onboard documents.
Full analysis
What happened
LeAnne Carpenter called to finalize a Viking River cruise booking that Rose Morrissey had adjusted for her. The agent had changed the departure city to Richmond (reducing airfare to $999) and added a pre-London extension, bringing the total to $18,065.97 after discounts and insurance. The customer weighed the option of paying extra for flight seat selection but decided to "roll the dice" on standard assignments. Payment was processed via bank account transfer (routing and account numbers provided), and the customer received confirmation of $600 in onboard credit ($200 per person vouchers plus additional credit). The agent clarified that onboard credit would be applied after the customer books shore excursions, with a refund issued for any credit card charges. The call concluded with the agent agreeing to email both Pavlus and Viking invoices.
Emotional read
The customer was engaged and collaborative throughout, displaying a mix of practical pragmatism and gentle humor. They showed confidence in their decision to book, comfort level discussing financial details, and a relaxed rapport with the agent, joking about checkbooks and family dynamics. No frustration or anxiety emerged.
Emotional arc through the call
Customer remained steady and positive throughout the call, gradually shifting from transactional (payment details) to warmer and more conversational (family news, trip excitement) as the booking approached completion.
How customer sees Pavlus
- positive · praised Rose's willingness to adjust the booking and reduce costs by changing departure city
- positive · appreciated the $200 per person voucher gift from Pavlus
- positive · comfortable providing sensitive financial information and trusting the booking process
Process friction
- customer's address on file still points to old apartment; agent directed customer to update via myJourney.com rather than updating directly
- confusion about voucher redemption and whether it could be converted to onboard credit vs. saved for future cruise
Value perception
The customer did not explicitly comment on Pavlus's value versus going direct. However, their willingness to complete the booking and accept Pavlus's voucher gifts implies satisfaction with the agency's service and pricing adjustments.
Customer behaviors
actively engaged in cost optimization decisionsweighing trade-offs (paying for seat selection vs. taking chance on assigned seats)sharing personal context (family relocation to Richmond, brother and brother-in-law building nearby)planning shore excursion spending within onboard credit limitspreparing for trip logistics (mentioning need for winter coat)
Topics & signals
| Topics | airfare pricing and routingtravel insurancepre-trip extensionspayment processingonboard credit and vouchersshore excursionstrip preparation |
|---|---|
| Destinations | RichmondLondonBergenPhoenix |
| Cruise lines | Viking |
| Buying signals | provided routing and account numbers to process paymentconfirmed booking under both namesdiscussed onboard credit and shore excursion spending plansready to proceed with payment immediately |
| Objections | uncertain whether to pay extra for flight seat selectionconcerned about difficult logistics getting back from Bergenworried about losing voucher credit between cruises |
Analyzed 2026-05-23 10:21:23 by claude-haiku-4-5-20251001. Confidence 0.82.
Transcript (9,689 chars)
Customer: Hello, rose. Agent (Rose Morrissey): Hi I just emailed you updated confirmation. Customer: Okay. Customer: Alright, let's see. Customer: Alright, we'll wait here, see what it comes through. Alright, so. Agent (Rose Morrissey): So, I changed the departure city to Richmond and that brought the airfare down to 999. Customer: Oh, well, that's a good. That's good. Agent (Rose Morrissey): Yeah, and then I added the pre London extension. So that took me insurance that brought it backup along with the insurance. Customer: That brought it back up. Customer: Yeah. Oh, I thought the insurance was listed on the other, oh, the insurance, yeah. Oh, oh, then we have to have more insurance. Okay, alrighty, okay. Agent (Rose Morrissey): Yeah, it was 8:49 but when you add more value to it, yeah, it goes up. Agent (Rose Morrissey): Yeah, yeah, so in instead of 8:49, the last time that I sent that over to you, it's now 9:49. Customer: Yeah, yeah. Yup. Okay. Customer: Alright, so, alright and then I suppose then the air. Agent (Rose Morrissey): Okay, mm-hmm. Customer: It, cause the, do we need to get the, whatever they're, you know, pay $100 more pick your flights kind of thing or not. Agent (Rose Morrissey): Yeah, you can do that. Customer: Or, or, do we just play Russian rule and assume they'll give us something not hordes. Agent (Rose Morrissey): Yeah, cause I mean, you, it, it's up to you. Customer: Yeah. Agent (Rose Morrissey): Mm-hmm. Agent (Rose Morrissey): And then you know, yeah, roll the dice on that one. Customer: What, I guess we roll the. Ye. Customer: Yeah. Agent (Rose Morrissey): Mm-hmm. Customer: And I'm sure getting back from Bergan will be, we'll be a very interesting, cause I looked at what flight, looked at flights earlier, Uber and, and it was, like, oh, my gosh, there's no, there's no easy way to get there. Agent (Rose Morrissey): Yes, I know, yeah, I remember when we flew into Bergan, oh, my gosh. I think we went to Amstrad and out that way. Oh, yeah, it was, it was crazy but it's I love the airport because when you walk in you come out of custom and custom and immigration and you walk out and out on the mountain side on the cliff you look over and it it's got Bergen with the question mark, like, are you supposed to be here? Customer: Or why did you come here? Agent (Rose Morrissey): Yeah. Agent (Rose Morrissey): Yeah, but I enjoyed my trip there. That was good. Mm-hmm. Customer: Yeah, that we were there with another cruise. You know. When we did the did the vault. I think we were, we've also been there and when we did ice one too. Yeah. So, okay. Agent (Rose Morrissey): Mm-hmm. Agent (Rose Morrissey): Yeah, yeah. Customer: Alright, so, so now, how do, how do I, what, what's my next step? Agent (Rose Morrissey): So. Agent (Rose Morrissey): Okay. So let's see. So your next step, okay, so this is your grand total, hold on a moment, which is. Customer: Right. Agent (Rose Morrissey): 19492 okay, now tables travels gonna give you $400 off. Customer: Okay. Customer: Okay. Agent (Rose Morrissey): Okay, so $19,492 welcome on computer one. Agent (Rose Morrissey): Two. Agent (Rose Morrissey): So now it's gonna be 19092 and then 3.3 percent you'll get $630.03 off. Customer: Right. Customer: Okay. Agent (Rose Morrissey): Okay, so the grand total here is going to be 492. Agent (Rose Morrissey): Three is now $18,065.97. Customer: Okay. Agent (Rose Morrissey): That's doing the 3.3 percent. Customer: $180,041.97. Okay, so. Agent (Rose Morrissey): Mm-hmm. Agent (Rose Morrissey): Okay. Customer: That's in insurance airfare London. My, so, alright, okay, so, and. Agent (Rose Morrissey): London. Customer: So then, what do I, so, how do I pay them? What do I do? Agent (Rose Morrissey): Oh, okay, you just give us the, give me your account number, the routing number, and account number that you're going to use for and then we can process that payment with the Viking. Hold on a moment, let me get over here. Customer: Okay. Customer: Okay, hang on let me grab the checkbook that has that information. Agent (Rose Morrissey): Okay, okay, one moment. Customer: The last check so now I get, give her just a sec together. Agent (Rose Morrissey): Okay, okay. I I'm here. No worries. Customer: I'm sorry for some reason, the book was empty. Agent (Rose Morrissey): We don't write checks nowadays, huh. Customer: I never write them if I wrote the check, we never send a die. Customer: I'm always convinced we're going to be drove tomorrow. Agent (Rose Morrissey): Don't do that. Customer: I just. Alright, so you're ready for the routing number or the. Agent (Rose Morrissey): Yes, yeah, give me the routing number first. Customer: Okay, 101 20 5681. Agent (Rose Morrissey): Okay. What is the account number? Customer: 7710724313010. Agent (Rose Morrissey): That's a long account number, okay, let me repeat the routing number is 101205681 accounting number is 7710724313010. Customer: Yes. Agent (Rose Morrissey): Okay, and this is under both of your names, right? That's me. Customer: Yes, yes. Agent (Rose Morrissey): And then we go like this. Customer: Do you, and do you have our current address keeps? No, it's going. Agent (Rose Morrissey): Yeah, it's just it's 15583 Most Creek Boulevard. Customer: Yeah, yeah. Customer: Yeah, Cree Boulevard. Yes. Well, no, I can, doesn't have it because they keep sending it to the apartment we were in before we got our house finished. Agent (Rose Morrissey): Yeah, that's what I have. Agent (Rose Morrissey): Okay, so, when you register this booking, you go on my journey dot com. That's where you're gonna change it right there. Customer: Okay, right. Customer: Okay. Agent (Rose Morrissey): Okay. Customer: Yup. Agent (Rose Morrissey): And then you're going to get all the goodies. Customer: Yeah, yeah. Well, okay, so here's the funny thing, Tom, brother, Tom and David move into our apartment house and so they keep bringing the catalogs over. Agent (Rose Morrissey): Date moved to Richmond as well. Customer: Yes. They have left Phoenix. They are now building a house about five miles from our house. Agent (Rose Morrissey): Oh, my gosh, that's good the whole families together now. Customer: Exactly, exactly. We are all fifteen years. Agent (Rose Morrissey): Yeah. Agent (Rose Morrissey): Yes, that's good, that's good that you're all back. Bye back in the same place. Customer: Yeah, yup. Agent (Rose Morrissey): Yeah, yeah. Okay, so I'm gonna go ahead that and process your payment, and then and I will go ahead and get the, get our $200 voucher here for you. Customer: No. Customer: Okay, now I. Customer: Alright. So the voucher that I have from the last cruise that we bought. Agent (Rose Morrissey): Just save it for the next one, you save it for the next cruise. Customer: Okay, so, so we can the, we can't turn this into to. Agent (Rose Morrissey): No, it tip credit or something like that. No, no, you can save that for another cruise. Customer: Yeah, right. Customer: Okay. Agent (Rose Morrissey): Yeah, I know they keep wanting you to keep going. Customer: I know, but, but it's like, then they'll, they're going to say, well now, you can ro by this voucher and you can get to, you know, twice as much for your price it. Agent (Rose Morrissey): No, so, I would wait until you can use that other voucher. I mean, you can get it can refund it's refundable because those are money that you deposited on board for a future groups. Customer: Yeah. Customer: Okay. Customer: Okay, alright, so just spray how lose it in between and. Agent (Rose Morrissey): No, you won't lose it because they're showing it on their system as well. Customer: Oh, okay, okay. Agent (Rose Morrissey): Yeah, cause I, when I spoke to her today she says you know they do have a voucher, did you want to use that? And I said no, we're gonna save that for the next cruise cause we're gonna use our voucher or gifting we're gonna gift gift, we're gifting you folks $200 per person vouchers. Customer: Okay. Customer: Okay. Agent (Rose Morrissey): Okay. Customer: Okay. Okay. Alright, and then we still have basically then we have $600 to spend on, on board. Agent (Rose Morrissey): Yeah. So what's gonna happen when you go online right now, you know, later on today or tomorrow when you're booking your shore excursions and you charge it on your credit card once. Agent (Rose Morrissey): Cause I think this is in February. I believe next week our onboard credit will drop into your reservation, in your reservation. So what will happen it, once we drop in that $600 biking is going to refund you whatever money you used on your credit card to purchase those short excursions. Customer: Oh, okay. Agent (Rose Morrissey): Yeah. Customer: Okay. Agent (Rose Morrissey): And then, whatever's leftover that you can use it towards prepay crack totes anything you want to purchase on board the ship. Customer: Yeah, you, I was looking at some of those are shore excursions that there'll be no money left up over if we do it those. Agent (Rose Morrissey): Mm-hmm. Agent (Rose Morrissey): But this is gonna be a nice trip. Customer: Yeah now I got to find a coat, that'll keep me warm. Agent (Rose Morrissey): Oh, yes. Yes, then socks and gloves and. Customer: Exactly. Agent (Rose Morrissey): Mm-hmm. Yeah, okay. Customer: Okay. What that? Agent (Rose Morrissey): Alright let me go ahead then and reach out to biking to make the full payment and then I will email you a Ablis travel invoice receipt and a biking invoice receipt. Customer: Okay. Customer: Alright, okay, that's great. Alright, thanks. Alright, bye. Agent (Rose Morrissey): Okay, thank, thank you. Agent (Rose Morrissey): Talk to you later. Bye-bye.