EverNorth — Daily Callers Report

Monday, 27 July 2026

built 28 Jul 2026, 06:03 · America/Toronto
archive

Calls

all attempts

Leads

new today

Reached

42.9% of calls

Qualified

good status

Booked

moved to 1.4

Messages

SMS

Follow-up

older leads

Lead→Booked

2.3%

daily rate

Day timeline bar height = call length · grey = no answer

070911131517192123

Sara

Anshuman

no calls

Reine

Jonathan

no calls

Leads by source 43 total

PGWP-IG

ITC-WEB

ITC-PGWP

NEW STRATEGY EMPLOYMENT

Speed to lead 1 of 43 leads called

Fastest

595 min

Reine Francis

Slowest

595 min

Reine Francis

median 595 min · 42 leads never called

Conversion by caller

Caller	Leads	Calls	Reached	Reach	Qualified	Booked	Book
Sara Habchi	1	5	3	60.0%	0	0	0.0%
Anshuman Mishra	8	0	0	0.0%	0	1	12.5%
Reine Francis	3	23	9	39.1%	1	0	0.0%
Jonathan Gutman	0	0	0	0.0%	0	0	0.0%

Daily funnel

Leads

Contacted

Qualified

Consultations

Lead statuses at end of day one bucket per lead

Consultation booked

Not qualified / lost

Qualified

In progress (contacted)

New / no activity

Caller activity

Caller	Calls	Talk	Span	First	Last	Notes
Sara Habchi	5	0:20	5:23:54	07:42	13:05	100
Anshuman Mishra	0	0:00	—	—	—	8
Reine Francis	23	8:15	11:04:16	07:42	18:46	76
Jonathan Gutman	0	0:00	—	—	—	0

Booked consultations 1 today

Client	Source	Booked by	Lead created	Booked at
Ayush Patel	PGWP-IG	Anshuman Mishra	27 Jul 16:43	17:04

Call reviews 9 of 12 answered calls

Reine Francis — 07:47 · 0:29 5/26

What was good

The caller introduced himself and the company clearly, saying 'Hey, thanks for calling PrimeCore. This is Lucas.' He also asked the client's name and location, which is a good start for gathering basic information.

What went wrong

The call was very brief and did not progress beyond initial greetings and asking for the client's name and location. Important qualification questions such as immigration status, goals, and eligibility were not asked. No next steps or consultation offers were made, and no summary or confirmation of details occurred. The call ended abruptly without advancing the sales process.

Sara Habchi — 13:01 · 0:14 3/26

What was good

The caller introduced himself and the company clearly with 'Hey, thanks for calling PrimeCore. This is Lucas.' This was a polite and professional opening.

What went wrong

The call was extremely short and did not progress beyond the initial greeting. The caller did not ask for the client's name or any qualifying information, nor did they attempt to engage or offer next steps. There was no attempt to gather any relevant details or move the conversation forward.

Reine Francis — 18:26 · 0:11 3/24

What was good

The caller introduced themselves and the company clearly with 'This is Jordan from the support team.' There were no illegal promises made during the call.

What went wrong

The call was extremely short and did not include any questions to identify or qualify the lead. The caller did not ask for the client's name, immigration status, goals, or offer any next steps. There was no attempt to handle objections or confirm contact details.

Reine Francis Leo 18:32 · 1:55 9/26

What was good

The caller introduced herself clearly and named the company, establishing a professional start. She asked for the client's name and acknowledged his goal regarding immigration from Lebanon to Canada. She also offered a next step by directing the client to submit a free assessment form, maintaining engagement.

What went wrong

The call lacked depth in gathering essential client information such as current immigration status, age, education, language proficiency, and work experience. There was no assessment of eligibility or presentation of suitable programs, nor were steps, timelines, or the RCIC license explained. The caller missed opportunities to confirm contact details, lock a follow-up appointment, or summarize the call, which would have strengthened the client relationship and moved the process forward more effectively.

Reine Francis — 18:34 · 0:38 3/24

What was good

The caller introduced herself clearly by saying, 'My name is Jane.' This was a polite and professional start to the call.

What went wrong

The call was extremely brief and did not progress beyond the introduction. The caller did not ask for the client's name or any relevant information, nor did she offer any next steps or confirm contact details. The call ended abruptly without engaging the lead or advancing the conversation.

Reine Francis — 18:35 · 0:10 3/24

What was good

The caller introduced themselves clearly as Jordan from the support team, establishing initial contact professionally.

What went wrong

The call was extremely short and did not progress beyond the introduction. The caller missed all opportunities to gather client information, discuss goals, or offer next steps, resulting in an unproductive interaction.

Reine Francis Doug 18:36 · 2:16 9/26

What was good

The caller introduced herself and the company clearly, and asked for the lead's name. She also confirmed the lead's immigration goal and directed him to the free assessment form, ensuring the lead knows the next step is a team member will call back.

What went wrong

The call was mostly handled by an AI assistant and lacked personal engagement. Important details like current status, age, education, language skills, and work experience were not explored. No program or process was explained, no objections were handled, and no appointment was booked or contact details confirmed.

Reine Francis — 18:41 · 1:08 5/26

What was good

The caller introduced herself and the company clearly, saying 'My name is Jane' and 'Evernorth Immigration Services.' She also repeatedly asked for the client's name, showing persistence in gathering basic information. The caller avoided making any illegal promises, maintaining compliance throughout the call.

What went wrong

The caller did not gather any substantive information beyond the client's name, missing key qualification questions such as citizenship, immigration status, goals, and work experience. No next steps were offered, no consultation was proposed, and no appointment was scheduled. The call ended without confirming contact details or summarizing any agreements, resulting in a very limited engagement with the lead.

Reine Francis Dio 18:46 · 1:25 9/26

What was good

The caller introduced themselves and the company clearly, and asked for the lead's name, establishing initial rapport. They also provided useful information about services and offered a next step by directing the lead to a free assessment form, which is a positive engagement.

What went wrong

The caller missed multiple key qualification questions such as age, education, language proficiency, work experience, and current immigration status, which are essential for assessing eligibility. There was no attempt to present a specific program, explain next steps or timelines, or confirm contact details and schedule a follow-up. The call ended abruptly without summarizing or locking in a consultation appointment, limiting conversion potential.

data check · 21 calls not matched to a lead · 31 leads unassigned · reached counts every answered call, voicemail included