EverNorth — Daily Callers Report

Tuesday, 28 July 2026

built 29 Jul 2026, 06:02 · America/Toronto
archive
Calls
6
all attempts
Leads
26
new today
Reached
4
66.7% of calls
Qualified
2
good status
Booked
3
moved to 1.4
Messages
6
SMS
Follow-up
0
older leads
Lead→Booked
11.5%
daily rate

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

070911131517192123
Sara
Anshuman
no calls
Reine
no calls
Jonathan
no calls

Leads by source 26 total

PGWP-IG
18
ITC-PGWP
7
ITC-WEB
1

Speed to lead 0 of 26 leads called

no calls matched to today's leads

Conversion by caller

CallerLeadsCallsReached ReachQualifiedBookedBook
Sara Habchi 6 6 4 66.7% 0 1 16.7%
Anshuman Mishra 7 0 0 0.0% 0 1 14.3%
Reine Francis 3 0 0 0.0% 2 0 0.0%
Jonathan Gutman 0 0 0 0.0% 0 0 0.0%

Daily funnel

Leads
26
Contacted
0
Qualified
2
Consultations
3

Lead statuses at end of day one bucket per lead

Consultation booked
0
Not qualified / lost
1
Qualified
2
In progress (contacted)
0
New / no activity
23

Caller activity

CallerCallsTalkSpan FirstLastNotes
Sara Habchi 6 5:38 1:34:02 11:09 12:43 89
Anshuman Mishra 0 0:00 — — — 10
Reine Francis 0 0:00 — — — 81
Jonathan Gutman 0 0:00 — — — 1

Booked consultations 3 today

ClientSourceBooked by Lead createdBooked at
Lovepreet Singh ITC-PGWP Sara Habchi 30 May 08:00 14:51
Christopher Chukwuka ITC-PGWP Anshuman Mishra 20 Jul 13:23 18:56
Artem Koveshnykov Yana Referral Yana Kizner 16 Jul 01:39 18:57

Call reviews 4 of 4 answered calls

Sara Habchi — 11:09 · 1:10 6/26

What was good

The caller clearly introduced themselves and the company, saying, "Ren Francis, team leader at Evernorth." They responsibly offered a next step by promising to send a WhatsApp message and SMS for follow-up, which is appropriate given the lead was unavailable. The caller also avoided making any illegal promises about visa outcomes.

What went wrong

The call did not progress beyond the initial voicemail greeting, so no client information was gathered, no eligibility was assessed, and no program or process was explained. The caller missed opportunities to ask for the lead's name or confirm contact details during the message. No specific appointment was locked or summary given, limiting the call's effectiveness.
Sara Habchi — 11:17 · 1:10 8/24

What was good

The caller clearly introduced themselves and the company, stating, "This is Ren Francis, team leader at Evernorth." They acknowledged the client's interest in PR by saying, "I can see that you called our office looking for help with your PR application." The caller also made no illegal promises and offered a next step by saying they would send an SMS to continue the conversation.

What went wrong

The call was very brief and did not include any questions to gather client information such as name, age, education, or immigration status. There was no assessment of eligibility or explanation of the process. The caller did not lock in a specific appointment time or summarize any agreements. Overall, the call missed many opportunities to engage the lead and move the process forward beyond a simple callback message.
Sara Habchi Martin 11:27 · 1:59 5/24

What was good

The caller introduced themselves clearly as Raine from Vernor and confirmed the lead's name as Martin. They gathered some relevant information about the client's current immigration status and permit expiry date.

What went wrong

The caller missed many key qualification questions such as citizenship, goals, age, education, language, and work experience. They did not present any program options, explain next steps, or offer a paid consultation. The call ended abruptly without confirming contact details or locking a follow-up appointment, limiting the opportunity to advance the lead.
Sara Habchi — 11:31 · 1:19 10/26

What was good

The caller introduced themselves clearly as Ren Francis from Evernorth and confirmed the lead's current immigration status and PR goal. They also secured agreement to continue the conversation via WhatsApp, which is a good next step.

What went wrong

The caller missed several key qualification questions such as the client's name, age, education, and language proficiency. There was no assessment of eligibility or explanation of the process, nor was a specific appointment date set. The call ended abruptly without summarizing next steps or confirming contact details beyond WhatsApp.
data check · 6 calls not matched to a lead · 1 leads without a phone number · 10 leads unassigned · reached counts every answered call, voicemail included