EverNorth — Daily Callers Report

Wednesday, 29 July 2026

built 30 Jul 2026, 06:04 · America/Toronto
archive
Calls
39
all attempts
Leads
24
new today
Reached
15
38.5% of calls
Qualified
0
good status
Booked
3
moved to 1.4
Messages
10
SMS
Follow-up
17
older leads
Lead→Booked
12.5%
daily rate

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

070911131517192123
Sara
Anshuman
Reine
Jonathan
no calls

Leads by source 24 total

PGWP-IG
16
ITC-PGWP
5
ITC-WEB
3

Speed to lead 0 of 24 leads called

no calls matched to today's leads

Conversion by caller

CallerLeadsCallsReached ReachQualifiedBookedBook
Sara Habchi 0 27 13 48.1% 0 0 0.0%
Anshuman Mishra 13 8 2 25.0% 0 0 0.0%
Reine Francis 0 4 0 0.0% 0 1 0.0%
Jonathan Gutman 0 0 0 0.0% 0 0 0.0%

Daily funnel

Leads
24
Contacted
5
Qualified
0
Consultations
3

Lead statuses at end of day one bucket per lead

Consultation booked
0
Not qualified / lost
0
Qualified
0
In progress (contacted)
0
New / no activity
24

Caller activity

CallerCallsTalkSpan FirstLastNotes
Sara Habchi 27 1:09:50 2:27:20 10:54 13:21 35
Anshuman Mishra 8 0:53 9:17:57 02:19 11:36 8
Reine Francis 4 0:00 8:07 11:28 11:36 71
Jonathan Gutman 0 0:00 — — — 0

Booked consultations 3 today

ClientSourceBooked by Lead createdBooked at
Amine Abouchane Clients referral Reine Francis 27 Jul 20:00 10:50
Ankit Dahiya Yana Referral Yana Kizner 29 Jul 15:19 17:56
Jaseel Ismail Yana Referral Yana Kizner 23 Jul 13:13 19:03

Call reviews 8 of 15 answered calls

Anshuman Mishra — 02:19 · 0:44 4/26

What was good

The caller introduced themselves and the company clearly, saying, "My name is Jane. I'm a receptionist at Evernorth." They also politely asked for the client's name, establishing a basic connection.

What went wrong

The call was very brief and did not progress beyond introductions and asking the client's name. The caller missed multiple opportunities to gather essential information such as the client's immigration status, goals, or contact details. No next steps or consultations were offered, and the call ended abruptly without summarizing or confirming any agreements.
Sara Habchi Eric 11:03 · 0:54 6/24

What was good

The caller introduced herself and the company clearly, saying 'this is Sarah from Evernorth.' She also confirmed the lead's name, Eric, and successfully locked a specific date and time for a follow-up call at 1 p.m. today.

What went wrong

The call was very brief and missed many key qualification and engagement steps. There was no discussion about Eric's immigration status, goals, or eligibility, nor was any consultation or service offered. Contact details were not confirmed, and no summary was provided. The call ended without advancing the lead meaningfully beyond scheduling a callback.
Sara Habchi Chirag 11:21 · 0:47 6/26

What was good

The caller introduced herself and the company clearly, saying, 'my name is Sarah, and I am a case manager with Evernorth.' She also confirmed the lead's name and successfully scheduled a callback time at 12 p.m., showing good control of the call flow.

What went wrong

The call was very brief and did not cover any qualifying questions such as citizenship, immigration status, or goals. There was no discussion of eligibility, programs, or next steps beyond scheduling a callback. The caller missed the opportunity to confirm contact details or summarize the call before ending.
Sara Habchi Elaine 11:23 · 0:57 4/24

What was good

The caller introduced herself and the company clearly, saying, 'My name is Sarah, and I am a case manager with Evernorth.' She also addressed the lead by name, Elaine, which personalizes the call.

What went wrong

The call was very brief and did not progress beyond the introduction. There was no attempt to gather any client information or discuss their immigration goals. No next steps or consultations were offered, and no contact details were confirmed. The call ended without any meaningful engagement or scheduling.
Sara Habchi Elaine 11:47 · 1:18 6/26

What was good

The caller introduced herself and the company clearly, saying, 'this is Sarah from Evernorth.' She also politely asked for the lead's name and confirmed the lead's interest in PR services. The tone was friendly and professional throughout the brief call.

What went wrong

The caller missed multiple key qualification questions such as citizenship, immigration status, age, education, and language proficiency. There was no assessment of eligibility or presentation of suitable programs. The caller did not offer a next step like a paid consultation or lock in a follow-up appointment. The call ended abruptly without summarizing or confirming contact details, limiting its effectiveness.
Sara Habchi Mohammed 11:51 · 3:03 9/26

What was good

The caller clearly introduced herself and the company, and confirmed the lead's name early on. She successfully scheduled a specific date and time for a follow-up call, summarizing the agreement clearly at the end, saying, "The call is scheduled" and confirming "Friday at 1 p.m.".

What went wrong

The caller missed multiple opportunities to gather important information such as citizenship, immigration status, goals, age, education, language proficiency, and work experience. There was no assessment of eligibility or presentation of suitable programs, nor any explanation of steps or timelines. Contact details were not confirmed, and no objections were handled. The call was mostly focused on scheduling rather than qualifying or informing the lead.
Sara Habchi — 12:07 · 0:11 0/24

What was good

The caller attempted to reach the lead promptly, showing initiative.

What went wrong

The call was not answered and no message was left, missing the opportunity to introduce the company or gather any information.
Sara Habchi Shira 13:08 · 11:46 20/26

What was good

The caller clearly introduced herself and the company, confirming details with Shira and thoroughly assessing her immigration status, education, and work experience. She explained the available programs and next steps well, including the paid consultation and fees, showing good knowledge and professionalism.

What went wrong

The caller did not ask for Shira's age, nor did she handle any objections like 'I'll think about it' or 'I'll do it myself.' Also, no specific appointment date or time was locked, and the call ended without summarizing the agreements made, which could improve clarity and commitment.
data check · 22 calls not matched to a lead · 11 leads unassigned · reached counts every answered call, voicemail included