Kevin Rose · Aug 15, 2024 · 7:08 PM
Outbound · 16:54 · Planner: Pam Chavez · +17752246283
“I could never figure out sometimes how I get a check and sometimes I don't, and it's just, it's magic but I like it when I get a.”
Set a calendar reminder for December 1st to reconnect with Kevin about booking the Rapid City hotel (Rushmore Hotel & Suites) for his Wild West trip and confirm the rebate calculation; also follow up with Jennifer to retrieve and attach the previously booked hotel document to his file to prevent future confusion.
Full analysis
What happened
Kevin called to explore expanding his cruise portfolio beyond Viking River Cruises. He's interested in comparing Regent (all-inclusive, premium) and Windstar (smaller ships) against his current Viking experience. The call focused heavily on understanding Pavlus's rebate programs: Regent offers 10% rebate on cruise only; Windstar offers 8% cashback by check; and Pavlus offers 7% cashback on separately booked hotels if combined with a cruise. Kevin has an upcoming September Viking Switzerland cruise and a Wild West trip coming up, and he wants to book a pre-cruise hotel in Rapid City to earn the 7% rebate. Pam discovered a booking discrepancy (Jennifer may have booked a prior hotel but didn't attach it to the file) and committed to following up. They deferred the Rapid City hotel booking to December when it's closer to the trip date and booking windows open wider. Kevin asked practical questions about airfare policies (Regent now charges $175 deviation fee; Windstar's airfare process unclear) and all-inclusive package availability on Windstar.
Emotional read
Kevin is relaxed and conversational, starting with casual weather chat. He remains steady and pragmatic throughout, asking direct questions about value and rebates without frustration. He expresses mild enthusiasm about Regent's all-inclusive benefits ('that's nice to know') and appreciation for receiving actual checks as rebates. His tone is collaborative rather than demanding, deferring to Pam and willing to follow up later on details.
Emotional arc through the call
Steady throughout; Kevin began casual and conversational, remained composed and methodical through technical questions, and ended satisfied and ready to defer next steps to December without frustration.
How customer sees Pavlus
- positive · appreciates that Pavlus provides actual rebate checks rather than just onboard credit
- positive · describes rebate program as valuable: 'if it says $700 it'd be worth it' for hotel booking to get seven percent back
- neutral · expressed confusion about why rebates sometimes appear and sometimes don't: 'I could never figure out sometimes how I get a check and sometimes I don't, and it's just, it's magic but I like it when I get a'
- negative · process issue noted: Jennifer booked a hotel but didn't attach it to the file in the system, creating confusion about what was already reserved
Process friction
- prior hotel booking (Jennifer's) was not attached to customer record, causing confusion during this call about what was already confirmed
- hotel booking system has limited availability window (only until July 11th for bookings several months out), forcing deferral of decisions
Value perception
Kevin perceives value in Pavlus's rebate programs (actual checks back), but is price-sensitive and evaluates whether direct booking with cruise lines or competitors might offer better deals. He likes that Pavlus provides concrete cashback on hotels ('I'm back you know') and showed willingness to use that service if the math works out.
Customer behaviors
actively comparison-shopping three cruise operators (Regent, Windstar, Viking)requesting specific pricing and rebate details to evaluate value propositionleveraging friend referrals and testimonials to inform cruise line selectiondeferring decisions pending spouse approval ('Carrie thinks we should expand')researching all-inclusive versus à la carte pricing modelsconsolidating pre-cruise hotel bookings with cruise packages to maximize rebatesexploring future multi-year bookings (September 2024, plus 2026 plans mentioned)
Topics & signals
| Topics | cruise line comparison (Regent vs Windstar vs Viking)rebate/cashback programshotel booking for pre-cruise staysairfare options and pricingall-inclusive packagesriver cruise expansion |
|---|---|
| Destinations | EuropeSwitzerlandGreece (Athens mentioned)Southeast AsiaRapid CityJacksonCalifornia |
| Cruise lines | RegentWindstarViking River LinkViking |
| Buying signals | actively researching multiple cruise lines for near-term bookingsconfirmed upcoming September Viking river cruise to Switzerland already bookedplanning to add pre-cruise hotel stay in December for Rapid City Wild West tripwants to book hotel with Pavlus to receive seven percent cashback rebatementioned future 2026 cruise planscomparing specific details like pricing and inclusions across operators |
| Objections | unclear if getting actual discount when viewing email specials showing only listed priceconcerned Regent changed airfare policy and now requires separate booking or deviation feesWindstar specials on website appear limited and confusing to evaluateworried hotel booking window too short for advance planning (booking only until July 11)uncertain about which cruise line offers best all-inclusive package value |
Analyzed 2026-05-24 00:04:46 by claude-haiku-4-5-20251001. Confidence 0.78.
Transcript (18,954 chars)
Customer: Pam, how you doing? Agent (Pam Chavez): I'm doing okay, thank you. How are you doing Kevin? Customer: Doing good. Weather's pretty nice here, so, no complaints. Yeah, we're, it's like a ninety during the day and like 55 at night probably kinda like Albuquerque I'm guessing ing. Yup, yup, yup. We had a Chet a few days over a hundred that I'm not in a hundred degree wer anymore. Agent (Pam Chavez): Is it, what is, what is nice like? Agent (Pam Chavez): Oh, yup. Pretty much. Yeah, but it could. Agent (Pam Chavez): Yeah. Agent (Pam Chavez): Well I mean you were in lasts weren't you that was like well over. Customer: More, yeah. Hey. Customer: Yeah, yeah, but yeah, and yeah, I know it. Somehow it seemed like it cool it when you're young you don't realize it just because you're just get used to you're young and you're busy and nothing bothers you, and you just want to go, have fun. Yup, yup, you got it, I've got friends here, I'm having nowhere 55 Kimins so there's a lot of people who travel a lot and there's a lot of people who said they really like regent and then I know another guy who's a big Windstar guy and he says, he's done a bunch of wind stars and so carry carrie's thinking of we should expand our horizons. Agent (Pam Chavez): Because you're young. Agent (Pam Chavez): Mm-hmm. Mm-hmm. Mm-hmm. Agent (Pam Chavez): Nice. Agent (Pam Chavez): Mm-hmm. Customer: I'm biking. Yeah, you know, so we're, I know the ocean when I guess region is it's comparable to biking or a little above. What, what's your take on that? Yeah, that's kind of. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): A little bit above, I would say we, I just did them actual way from stumble to Athens in may. Yeah, it was nice. Customer: Oh, sweet. Oh, okay. Do they do the drinks and all that stuff or is that extra? Agent (Pam Chavez): Oh, gosh. Yeah, everything's included there, you don't pay for anything, I mean even the finer stuff. Yeah, yeah, well, I I guess well, I mean the fine fine stuff. You don't, yeah, okay, so those things. Customer: Oh, okay yeah, okay, okay, that's nice to know. Customer: No, we're just no, I don't drink $100 scotches. I just drink you know, being in a mixed drink or something but yeah, we don't drink any fancy Dancy stuff. Okay. So I'm going to be looking at those and then the Windstar guy, she wants to do a smaller ship as opposed to the kind of in and I know that they she, you know, she's talking about going over to heat and all that stuff. So I don't know if you guys ever run specials or wind story ever does. Agent (Pam Chavez): Mm-hmm. Mm-hmm. Mm-hmm. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Well, yeah, and, and, you get our emails, I'm sure. Customer: Yeah. But it, it's hard because you know, you click on it and it really does, it just says, call for pricing or, or special which really don't, you know. And it's got the price but the price is the listed price. So you don't know if you're getting any kind of discount or, or anything. Agent (Pam Chavez): Friday. Yeah, it doesn't help with to mm-hmm mm-hmm. Agent (Pam Chavez): Yeah, well, okay. So with, with region first off, it's not an up front discounts ten percent rebate off the cruise only. No taxes, port charges or anything like that and with Windstar, eight percent cash back, same thing cruise only. Customer: Yeah. Customer: Oh, okay. Customer: Oh, okay. Now when you say cash back, is that an actual check to me or is that onboard credit? Agent (Pam Chavez): A natural check mm-hmm. Customer: Okay, and I like the actual checks now, here's another one while I got you. Just, do you guys give cash back on to talk to whatever they call themselves? Agent (Pam Chavez): Exactly. Agent (Pam Chavez): We do, if I book something for you like a hotel, a I just have to book something that's not on the tail invoice. Customer: Oh, okay so if I book something do, what do I get back? Because was curious? Okay, so if I got a hotel room for $200 it might be worth it, right or no? What's your okay damn I didn't, okay, okay, cause when we. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Seven percent of the land. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Mm-hmm, oh, yeah, oh, yeah, yeah, I think, you know and I think when you did Tel four. Customer: We did one in April and we combined it with a Vike you know, we got a check from you guys. Agent (Pam Chavez): Mm-hmm. Customer: And but, is it just cause we combined it with Viking or, or how they, how did you do that? Was it, oh, okay, so I need to add something to that. Okay, well maybe I'll be talking to you about the going in a day early and getting a hotel room and then you know, getting seven percent back. Yeah, okay. Agent (Pam Chavez): Yes, that's. Agent (Pam Chavez): Cause mm-hmm mm-hmm. Agent (Pam Chavez): I need to do that also for the 11. Customer: Yeah, the one we're coming up or we're tied in with Viking. We're doing a, we're doing the tax Switzer London, we're doing the Viking. No, does that count? Oh, okay. Wow! No, that's cool. Agent (Pam Chavez): Okay, well I'm going to complete that right now. Yeah, for me. Agent (Pam Chavez): Hold on just a sec. Customer: Yeah. Agent (Pam Chavez): A, did you already book your air for September? Customer: Oh, biking did it. I use the Viking AirPlus and got the deviation and do what Geneva. So, yeah. Agent (Pam Chavez): Oh, that's right. That's right, that's right. Agent (Pam Chavez): That's right. So let me just complete this guess this. Customer: Yeah. Agent (Pam Chavez): On this one. For you, for gosh it's already like next month. Have you done, you haven't done this one have you before this Switzerland? Customer: Yeah, it's like. Customer: No, no. When we went to, when we did the Tak one and a couple of times, we always ask there's a lot of people done more than us and they said the switching was your favorite. So, we heard define a lot of people. So, we said, well shit let's do Switzerland so that's and we wanted to kind of tied in with the river cruise. So it made Perfect Sense. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): So you will get fifteen. Agent (Pam Chavez): Let's see here. Agent (Pam Chavez): I'm just gonna see if I can booked up conjunction with yeah, okay. Customer: Okay, cool. I definitely, yeah, I could never figure out sometimes how I get a check and sometimes I don't, and it's just, it's magic but I like it when I get a. Agent (Pam Chavez): Well, and it's only, it's only, it's only Tel though that we have to do it that way. So. Customer: Yeah, no, I understand. Yeah, okay, so then I need to book a hotel for this wild west trip if I want to get seven percent back. So we can, yeah, we can do that an hour later. I don't care what. Agent (Pam Chavez): Yeah. Agent (Pam Chavez): Yeah, do you already know what you want to book? Customer: But it's. Customer: I think they're staying at I mean I don't mind staying, I don't know, I can get back to you the, that I just wanna to research your trip, I think they have a hotel picked out and sometimes it's easier just to stay their hotel for another night. Agent (Pam Chavez): Right, and then yeah, you don't wanna, I mean, you don't want to give a wait hold on there, it looks like. Agent (Pam Chavez): Mm-hmm for this one in the system, huh? What? Hold on. Agent (Pam Chavez): Interesting. I don't have it attached here. I always attached. Customer: No. Agent (Pam Chavez): Ached. Oh, because I think somebody else did it for me. Customer: That what happened? Oh, there you go. Maybe, you're god, I don't know if he went to year. Maybe, yeah, I think, yeah, I think, I called them I told him that's what I wanted. I think don't ask me. But it. Agent (Pam Chavez): Yeah, I think Jennifer booked it for me when I was somewhere I think it was on vacation or something like that. Maybe she didn't attach it. Agent (Pam Chavez): You know what, I'm gonna send her a message and ask her to attach it that I know that it's been done. Customer: Yeah. Customer: Okay. Agent (Pam Chavez): Hold on. Agent (Pam Chavez): Okay. Yeah, I'll send a message to her and, and it figure out what the story is on that I'll have her attach it. Customer: Okay. No that's cool. Yeah. Customer: So yeah, if so if I get there I'm looking at my tax thing and it says they in wrap city they put us at a place called the rush more hotel yeah. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Do you, do you want me to. Customer: Yeah, if I can get seven percent off you know, it, whichever, whatever that comes out to, I'm back you know, I'm not thinking right now but you know, if it says $700 it'd be worth it, just to get a go there early and pay, you know, whatever for the hotel room. Agent (Pam Chavez): Hold on just a second. I just don't want to, I need to, I, I'm one of those weird people. I actually, I need to see it. You know, I want her to. Customer: Yeah. Customer: No, no. I do what you do, what you gotta do. Customer: No, I'm with you. I always ask people for a paper copy and is like, why is, is I, it's, if you, yeah, we don't have to do hotel that if you don't want we can do that later. Agent (Pam Chavez): No, let me just do this real quick. Agent (Pam Chavez): Al quick, okay, so the name of the hotel again was the rush more or something like that, right? Customer: Yeah, that's the website. I'm under the Tak website and it says it's the rush more hotel and suites as what. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Yeah, and it definitely is that I do know that because remember, I was asking you about the pre hotel, cause it, they put the pre hote, yeah, they put the pre hotel on there but they had canceled it. And I couldn't really see that. So that's why I was kinda freaking out a little bit. That's why I asked you cause I didn't think it was, I didn't think it was a pre. Customer: Yeah, going, going early or. Customer: Okay. Customer: Yeah. Customer: No, we wanted to tie it on a Jackson but, but now we're talking to, you know, for if I can get seven percent back how like, you know, with the heck. Agent (Pam Chavez): Well, yeah, and you will have the, you will have the hotel in Jackson. It's just not confirmed. Jat. Customer: Yeah, yeah, they said they didn't know where it was going to be. I actually called them up one day and I said it, it's done, figured it out. Agent (Pam Chavez): Yeah, not yet. Mm-hmm. Agent (Pam Chavez): Okay. So let me look at the Rushmore hotel. Customer: I don't know if it's too far, I even book it, pro, yeah, it's rapid city and it's in the Jackson. Agent (Pam Chavez): Hotel, what do you, what do you do you fly into rapid city? Oh, okay. I was like what? Why can't I find this and it might be too far out right at this moment, but. Customer: Yeah, I know it it's probably too far out. I'm thinking if it's over a year, yeah, we can book it at some other time. Agent (Pam Chavez): Yeah, it's not, it's not. I can only book until like July 11th so we probably got about another two months or so. Customer: No, that's fine. Customer: Yeah, yeah I'll get with you like in November or something December it's not gonna be sold out. I know so I'm gonna put a note it to call Pam reference rapid city hotel or something. Agent (Pam Chavez): Okay, I'm gonna, yeah. Agent (Pam Chavez): Okay. Agent (Pam Chavez): I'm gonna move this over to, it's like December 1st or, or something like that and that way we can, okay. Customer: Yeah, no, that's cool. That's kind of where I put mine on December 2nd of the matter of fact. Yeah. Agent (Pam Chavez): Okay, alright, cool. Customer: Yeah, so, so back the region, do they don't do, do they do airfare? What's the deal with their airfare somebody was saying. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Well, they used to have it all included and it was in the price and everything. But they've kind of changed that since I don't remember of like the July 1st or the first Av, I don't remember when it was. Customer: Right. Customer: Okay. Customer: So, so, do you, do you go through their airfare department? Do you just book your own? Don't, if you go. Agent (Pam Chavez): You, whatever you want to do, I mean, we can book with, with region and the way that's gonna work though is kind of, sort of like biking does you might feel more comfortable doing your own flights and stuff but yeah, cause they'll assign your flights and this is even closer. This is get 75 days you know you book the air from your city. They give you a price and then it's 75 days they give you an itinerary. Customer: Yeah. Customer: Right. Customer: Yeah. Customer: Just booking your own and yeah, okay. Customer: Oh, okay. Yeah, okay. Customer: Oh, that's, yeah, that's pretty, yeah, okay. Agent (Pam Chavez): But if you wanted to do it like, 300 and some days before, you know, just kind of, kind of, sort of like biking they would charge a deviation fee or a customer fee of $175 per person to do that. Customer: Yeah. Customer: Right. Customer: Oh, got it. Okay, got it. Yeah, I, do they have the things like Viking like $5,000 business or do they just go with the going, right? Agent (Pam Chavez): Oh, no. It's probably more, more of a standard. Yeah, it's probably, it's probably like 5000. Customer: Okay, just whatever the airlines are charging. Yeah, okay. Yeah, now, okay, now a question. A wind star, do you guys so wind star, you guys actually give you a cash back, or whatever the heck we call it. Okay, okay, and I, and the, on the, on the, on the website, it says sometimes they have specials where they throw in the drinks and the internet and the tips or something but it says, cause I was waiting it this morning and you know, and it says highlighted tours below or whatever trips below you get access to this stuff. It's kinda hard to, didn't look like there's a whole bunch of them. So I didn't know if when, if, when star. Agent (Pam Chavez): Mm-hmm mm-hmm web check mm-hmm. Agent (Pam Chavez): Right. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Right. Customer: You know if they had a package deal we, you know, get all that crap into one price. Agent (Pam Chavez): You can either purchase it if it's not you know, included in your cruise or some, some cruises are complimentary. Where they have a all inclusive basically, mm-hmm. Customer: Yeah, okay. Customer: Mm-hmm yeah, that's what I'm looking for. I just hate, you know, plan for this and that this and all that. Yes, thank you. Yeah. Okay, now do, how about the, do they have an air department or you just get your own pig? Same thing? Agent (Pam Chavez): The nichol and dim. Agent (Pam Chavez): You know, I, I've never, I don't think I've ever done error with, with one star. Yeah. But I, and, and I'll be a hundred percent honest, I don't know if they even have an error desk. Customer: Windstar okay yeah okay, no that's cool I got. Customer: Maybe they don't, you know, I mean, it's a pain in the ass cause everybody complains about it, that's all the biking people that complain about the biking here. So, yeah, so, I went to say book you on here and, and, you know, we'll tell you how to get the ship or something, alright? Agent (Pam Chavez): Oh, yeah. Oh, yeah. Agent (Pam Chavez): Well, it looks like, it looks like they do, they do, do air packages but I don't know, I mean, kind of, sort of the same thing. Customer: Yeah. Customer: Yeah, no that, no, I like to book my own but sometimes you know, if it's $10,000 to go to Europe and I can get it for five with a biking. I'll you know, I'll go with biking but if it's comparable, you know, it's like screwed. I'll go on united in first-class and yada, yada, yada. Yeah, cool, alright, well, I think you answered my questions but I see like I said, Carrie wants to, to change a level from biking cause we're kind of biking do in terms of river cruises and the ocean stuff we're can do that an article gig that Lagu cruise or whatever that things go. Yeah, which we're looking forward to, yeah, and then we got something in 2026 when I cause it, yeah, cool, alright, well, I think you answered all my questions Pam. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Right. Agent (Pam Chavez): Mm-hmm. Agent (Pam Chavez): Sure. Agent (Pam Chavez): Alright. Agent (Pam Chavez): Yeah, I get it. Agent (Pam Chavez): Oh, yeah, yeah, yeah. Right. Agent (Pam Chavez): Right. Agent (Pam Chavez): Alrighty. Alright, well yeah let's get back together December and we can book that hotel and get that thing. And I will gonna kind of, sort of find your rebate check. Customer: Yeah, that works. Customer: Oh, yeah, I know I like it when I get rebate. Yves, nice from Craig's a nice check. Alright, yeah, I think you signed them. Agent (Pam Chavez): Yeah, well, I was kinda weird here she says I don't believe so but then. Customer: Cause it, yeah, I got one for that April thing. Yeah, and that, and that, and, and it's like, jees this is nice and, and I didn't know if it's a special thing or what so. Agent (Pam Chavez): Okay. Agent (Pam Chavez): Alright. Customer: Okay. Great. Sounds good. Hey, did any these people, hey, did any of the, are these people who talked to you ever book anything or they just talking smack like Jane the lady who lives up by, you know, north of you guys. James. Yeah, pluse. Yeah. Agent (Pam Chavez): Alright, sounds good, have a good day. Uh-huh. Agent (Pam Chavez): And pita Jane, I apparently, her husband's going through some sort of cancer treatment or something like that. So, I don't know, I mean, she says, she says bear with me. We're almost there but I, it's gonna take a little bit of time just to get everything planned and situated and stuff. So she sounds like she's pretty. Customer: Oh, okay. Okay, who knows? Customer: Yeah, got it now. How about my friend? Patricia's. Yeah, yeah, she wanted to, she called Carrie and was saying there's some stuff she wanted to do and it was already sold out Carrie go. That's why we booked two years out. It sounds crazy but you know, if there's a trip you want to do, you got to do it. How about that lady, that Patricia jama, she was looking at biking to ever get back to you, probably not. Agent (Pam Chavez): Yup. Agent (Pam Chavez): Exactly. Customer: A black a month ago we have a house in California was bullshit with her and her husband and they wanted to go to Viking and I and she was asking you just send her the link and said let me know if there's something you want but I don't know. Well, I think she looked at the prices, yeah, she, I think she looked at the prices and and probably thought that was a little trendy. You know how that goes. Yup, yup, cool. Alright, well sounds good ma'am. Hey, I appreciate it. You bet, have a good day. See you, bye-bye. Agent (Pam Chavez): Yeah, no, I don't know if I ever talked to her. Oh, just by email. Mm-hmm. Mm-hmm. Agent (Pam Chavez): That new. Yeah, yeah. Agent (Pam Chavez): Alrighty, thank you, my pleasure. Have a good day. Thanks, bye.