EverNorth — Daily Callers Report

Monday, 03 August 2026

built 04 Aug 2026, 06:03 · America/Toronto
archive
Calls
31
all attempts
Leads
13
new today
Reached
17
54.8% of calls
Qualified
1
good status
Booked
1
moved to 1.4
Messages
33
SMS
Follow-up
18
older leads
Lead→Booked
7.7%
daily rate

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

070911131517192123
Sara
Anshuman
no calls
Reine
Jonathan
no calls

Leads by source 13 total

ITC-PGWP
12
ITC-WEB
1

Speed to lead 1 of 13 leads called

Fastest
433 min
Sara Habchi
Slowest
433 min
Sara Habchi
median 433 min · 12 leads never called

Conversion by caller

CallerLeadsCallsReached ReachQualifiedBookedBook
Sara Habchi 2 26 14 53.8% 0 0 0.0%
Anshuman Mishra 5 0 0 0.0% 0 0 0.0%
Reine Francis 1 5 3 60.0% 1 0 0.0%
Jonathan Gutman 0 0 0 0.0% 0 0 0.0%

Daily funnel

Leads
13
Contacted
17
Qualified
1
Consultations
1

Lead statuses at end of day one bucket per lead

Consultation booked
0
Not qualified / lost
0
Qualified
1
In progress (contacted)
1
New / no activity
11

Caller activity

CallerCallsTalkSpan FirstLastNotes
Sara Habchi 26 2:15 11:42:37 07:50 19:32 75
Anshuman Mishra 0 0:00 — — — 2
Reine Francis 5 1:30 2:24:48 11:56 14:21 99
Jonathan Gutman 0 0:00 — — — 0

Booked consultations 1 today

ClientSourceBooked by Lead createdBooked at
Kehinde Akinwoye Client's referral Omid Doostmohammadi 02 Aug 20:00 16:07

Call reviews 4 of 17 answered calls

Sara Habchi Krishna 09:42 · 1:17 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 Evermore.' She also secured a specific appointment time, confirming 'I will schedule our call for Wednesday at 12 p.m. Toronto time.'

What went wrong

The caller missed many key qualification questions such as citizenship, immigration status, and goals. There was no offer of a paid consultation or explanation of next steps. Contact details were not confirmed, and the call ended abruptly without summarizing agreements beyond the appointment time.
Reine Francis — 11:56 · 0:17 0/26

What was good

The caller correctly recognized that the call went to voicemail and did not attempt to push the conversation forward, respecting the lead's unavailability.

What went wrong

The call ended immediately with voicemail, so no engagement or information gathering occurred. The caller missed the opportunity to leave a brief message introducing themselves and the company to encourage a callback.
Reine Francis — 11:58 · 0:35 5/26

What was good

The caller clearly introduced themselves and the company, saying, "This is Ren, team leader at Evernorth." They also made no illegal promises and offered a next step by asking the lead to get back about availability for a call on Wednesday.

What went wrong

The call was very brief and did not include any questions to gather client information or assess eligibility. The caller did not confirm contact details or lock in a specific appointment time, only asking the lead to respond when available. There was no summary or handling of objections, making the call incomplete as a sales interaction.
Reine Francis Todd 11:59 · 0:38 6/26

What was good

The caller clearly introduced themselves and the company, and addressed the lead by name, showing personalization. They also offered a clear next step by inviting the lead to respond via email or message and suggested a call on Wednesday.

What went wrong

The call was a voicemail message, so no direct interaction occurred. The caller missed opportunities to gather key information such as the lead's immigration status, goals, or contact details. There was no locking of a specific appointment time or summary of agreements, which would have strengthened the engagement.
data check · 12 calls not matched to a lead · 5 leads unassigned · reached counts every answered call, voicemail included