EverNorth — Daily Callers Report

Wednesday, 02 September 2026

built 03 Sep 2026, 06:12 · America/Toronto
archive
Calls
63
56 out / 7 in
Leads
78
new today
Reached
14
53 answered − 23 vm, 16 short
Qualified
1
good status
Booked
4
moved to 1.4
Messages
105
SMS
Follow-up
42
11 reached, 15 vm, 11 short, 5 missed
Lead→Booked
5.1%
daily rate

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

070911131517192123
Sara
PRIYASHRAVA SRIDHAR RAMESH SRIDHAR
10:080:08
outgoing too short
2894661244
10:0919:14
incoming answered
Navjot Rai
11:010:02
outgoing too short
Oneika
11:041:19
outgoing answered
checklist8/26
Lopez Singh
11:060:03
outgoing too short
Unknown Caller
11:080:03
outgoing too short
Sairam Yedugani
11:200:46
outgoing voicemail
Gin Conger
11:210:03
outgoing too short
Jaydev Vaishnav
11:230:03
outgoing too short
Harmandeep Singh
11:270:51
outgoing voicemail
Ram Sajwan
11:300:01
outgoing too short
Sandeep Kaur
11:313:05
outgoing answered
checklist12/26
Manoj Kumar
11:340:05
outgoing too short
Vijay Surya
11:540:03
outgoing too short
Harmandeep Singh
11:550:00
incoming no answer
Inderpal Sandhu
11:571:31
outgoing answered
checklist5/12
Krishna Giri
11:590:51
outgoing voicemail
Reindolf Nkrumah
12:010:07
outgoing too short
Honey Singh
12:070:04
outgoing too short
Rajveer Singh
12:110:32
outgoing answered
checklist4/26
Harshjot Singh
12:3210:35
outgoing answered
checklist21/26
Dev Joshi
13:010:15
outgoing voicemail
Kai
13:101:37
outgoing answered
checklist8/26
Reine
Giovanni Geraldizo
09:062:25
outgoing answered
checklist11/26
Anubandh
09:120:22
outgoing voicemail
Devesh Saini
09:130:35
outgoing voicemail
CLEMENT Yeboah
09:140:00
outgoing no answer
CLEMENT Yeboah
09:150:22
outgoing answered
𝐇𝐚𝐫𝐦𝐚𝐧
09:164:52
outgoing answered
checklist14/24
Devesh Saini
09:170:00
incoming no answer
CLEMENT Yeboah
09:220:12
outgoing answered
Ezra Katungi
09:230:00
outgoing no answer
Karansinh Parmar
09:240:26
outgoing voicemail
Philipson Ferdinand
09:250:17
outgoing voicemail
Shambu
09:260:25
outgoing voicemail
Kamalpreet Singh
09:270:31
outgoing voicemail
Opeyemi Agbola
09:280:29
outgoing voicemail
Ogooluwa Oluwafemi Sam
09:291:08
outgoing answered
checklist9/26
𝑱𝑬𝑬𝑻 𝑷𝑨𝑻𝑬𝑳
09:550:00
outgoing no answer
Pratyush Nair
09:550:43
outgoing voicemail
Gautam Kumar
09:560:41
outgoing voicemail
Lovepreet Singh
09:580:24
outgoing voicemail
Silver Iván Barrios Caballero
09:580:24
outgoing voicemail
Mahia
10:000:35
outgoing voicemail
Ramu KA
10:010:34
outgoing answered
checklist5/26
ᴀɴɪʀᴜᴅʜ ᴍᴀᴅʜᴀᴠ
10:140:33
outgoing voicemail
Sreekanth Maya
10:150:30
outgoing voicemail
Lovepreet Singh
10:280:00
incoming no answer
+14378331458
10:320:14
outgoing no speech
checklist0/24
Sujin Sudhakar
11:580:24
outgoing voicemail
ɴᴀʙɪɴ
12:010:00
outgoing no answer
Amauri Fonseca
12:022:12
outgoing answered
checklist4/26
Shambu
13:590:00
incoming no answer
Riya
+14378331458
14:171:01
outgoing no speech
checklist3/26
+13438834401
15:000:03
outgoing too short
Jonathan
no calls

Leads by source 78 total

Second Job Morocco
40
Second-Job
19
Meta-Form-PGWP
15
Landing-PGWP
2
Reception-Calls
1
Web-Organic
1

Speed to lead working minutes · 7 of 78 leads called

Fastest
27 min
Reine Francis 08:00–14:00
Slowest
139 min
Reine Francis 08:00–14:00
median 85 min · 71 leads never called

Conversion by caller

CallerLeadsCallsReached ReachQualifiedBookedBook
Sara Habchi 2 23 7 30.4% 0 2 100.0%
Reine Francis 7 30 7 23.3% 1 1 14.3%
Riya Kathuria 0 10 0 0.0% 0 0 0.0%
Jonathan Gutman 0 0 0 0.0% 0 0 0.0%

Daily funnel

Leads
78
Contacted
54
Qualified
1
Consultations
4

Reach peaks when they pick up · last 14 days

12:00–14:00 best connect
26/86
30.2%
08:00–10:00
41/141
29.1%
10:00–12:00
89/341
26.1%
14:00–16:00 worst
1/7
14.3%
average 27.3% over 575 outgoing calls

Lead statuses at end of day one bucket per lead

Consultation booked
0
Not qualified / lost
4
Qualified
1
In progress (contacted)
13
New / no activity
60

Caller activity

CallerCallsTalkSpan FirstLastNotes
Sara Habchi 23 37:53 3:01:55 10:08 13:10 145
Reine Francis 30 11:45 4:53:30 09:06 13:59 89
Riya Kathuria 10 0:00 8:04:36 06:55 15:00 0
Jonathan Gutman 0 0:00 — — — 0

Leads and first call 71 never called · sorted by delay

LeadCreatedFirst call CallerDelayScore
Aby Thomas 09:27 — Sara Habchi no call —
Enoch Kwesi Assafuah 09:34 — Sara Habchi no call —
Andrew Lu 09:45 — — no call —
Roman Dubovka 09:55 — — no call —
Ramzi Noubli 11:07 — — no call —
khadime Diaw 12:08 — — no call —
Tirth borad 12:19 — — no call —
Fahd Omir 13:18 — — no call —
Herrschh Hershgod 13:34 — — no call —
Ayoub GOUSKAR 13:43 — — no call —
Amir Ismayilov 13:55 — — no call —
Zakaria Akkaoui 14:12 — — no call —
Turea B Bertie Valcin 14:12 — Constantine no call —
Abdessamad Imider 14:18 — — no call —
Hamidou Togo 14:18 — — no call —
Zouhair Rouika 14:21 — — no call —
anitha gutta 14:22 — — no call —
mohammed benghanem 14:24 — — no call —
ELHAFIDOUN Youness 14:25 — — no call —
ouarda qerrouech 14:29 — — no call —
Younes Boukroun 14:30 — — no call —
Julie Mehta 14:30 — — no call —
KHADIJA JIAR 14:30 — — no call —
YILMAZ OZGENAL 14:33 — — no call —
Abdellah Salahi 14:35 — — no call —
AYMAN EL MEKHCHI 14:36 — — no call —
Aiman Mouftakir 14:40 — — no call —
Abderrahim Akil 14:42 — — no call —
Ali El Adnani 14:42 — — no call —
Punit Bhatnagar 14:46 — — no call —
Hatim Beid 14:47 — — no call —
Fatima Zahra RIYAD 14:48 — — no call —
Hajar Guezzar 14:55 — — no call —
Maharshi Joshi 14:57 — — no call —
Hamza Ba-mohammed 15:12 — — no call —
Youssef Ait Elhaj ABDESLAM 15:22 — — no call —
Juliana Pereira 15:28 — — no call —
Hamid Saili 15:34 — — no call —
Shadab Malek 15:36 — — no call —
Doha Safri 15:38 — — no call —
ayoub mimouni 15:41 — — no call —
Oumaima El haridi 15:43 — — no call —
Aksharkumar Patel 15:47 — — no call —
Akash Modem Parambil 15:54 — — no call —
Az-eddine Nader 15:56 — — no call —
Amine Achrini 15:59 — — no call —
Prajapati Bhetwal 16:06 — — no call —
salaheddine zizaan 16:08 — — no call —
Chaimae El bakkar 16:08 — — no call —
Linh Tran 16:19 — — no call —
Ruslan Vernyhora 16:20 — — no call —
abdelilah elabed 16:24 — — no call —
Jaouad BOULANOUAR 16:30 — — no call —
Tinashe Karichi 17:07 — — no call —
MOHAMED OUAAMMOU 17:23 — — no call —
Sameer Waris 17:32 — — no call —
Mohammad Maumoon 17:43 — — no call —
Salah Eddine Haddani 17:44 — — no call —
ELHEBIB MOUNKEILA MAMAN 17:54 — — no call —
aymane aallaoui 19:11 — — no call —
Chandni Surendranath 19:31 — — no call —
Sara Foukhar 19:31 — — no call —
Nassima Dahib 19:37 — — no call —
younes amkhao 20:19 — — no call —
Jasmeet Singh 20:37 — — no call —
Safa Nya 21:15 — — no call —
Frank Pruzaesky 21:16 — — no call —
Nav Multani 21:50 — — no call —
Vishalpreet Singh 21:52 — — no call —
Shubham Jhaveri 21:53 — — no call —
Aiswarya Das Mullath 22:39 — — no call —
Amauri Fonseca 09:43 12:02 (2:12) Reine Francis 139 min 4/26
ɴᴀʙɪɴ 10:06 12:01 (0:00) Reine Francis 115 min —
Shambu 00:39 09:26 (0:25) Reine Francis 86 min voicemail
Philipson Ferdinand 07:20 09:25 (0:17) Reine Francis 85 min voicemail
Karansinh Parmar 00:33 09:24 (0:26) Reine Francis 84 min voicemail
Ezra Katungi 08:42 09:23 (0:00) Reine Francis 41 min —
Sujin Sudhakar 11:30 11:58 (0:24) Reine Francis 27 min voicemail

Booked consultations 4 today

ClientSourceBooked by Lead createdBooked at
Zainbeg Junedbeg Mirza Reception-Calls Sara Habchi 12 Aug 20:00 06:08
Ram B K Landing-PGWP Yana Kizner 24 Aug 21:20 10:13
Pradeep Raj Sathya Ram Landing-PGWP Reine Francis 30 Aug 20:47 12:39
Md Hasibul Hasan Web-Organic Sara Habchi 28 Aug 00:46 23:13

SMS 95 sent · 10 received · 49 contacts

Reply rate
14.3%
7 of 49 conversations
Median reply
90 min
client's first answer
CallerSentReceived ContactsStartedRepliedReply
Sara Habchi 50 7 25 25 4 16.0%
Reine Francis 45 3 24 24 3 12.5%
Riya Kathuria 0 0 0 0 0 0.0%
Jonathan Gutman 0 0 0 0 0 0.0%

Waiting for a reply 6 conversations where the client wrote last

Ram B K 09:47 · Reine Francis 853 min
5pm to 9pm
Richard Mendez 10:56 · Sara Habchi 783 min
No problem
Harmandeep Singh 11:55 · Sara Habchi 725 min
Hello
Mahia 13:10 · Reine Francis 649 min
Hi there, I already talk with Sara before. Thank you for reaching out back.
Shadab Malek 15:46 · Reine Francis 494 min
5PM - 9PM
Unknown Caller 19:53 · Sara Habchi 247 min
Iam from regina sk

WhatsApp calls 9 calls · 8 out / 1 in · 1:22:04 talk

4 agents not reporting — WhatsApp calls from Reine, Riya, Sara, Jonathan are missing from this report
CallerCallsOutIn ReachedTalkMatched
Sara Habchi 4 4 0 4 32:00 2/4
Reine Francis 5 4 1 5 50:04 1/5
Riya Kathuria 0 0 0 0 0:00 0/0
Jonathan Gutman 0 0 0 0 0:00 0/0
6 conversations not matched to a lead — the contact is saved in the phone book, so WhatsApp shows a name instead of a number

WhatsApp call reviews 3 of 9 conversations

Sara Habchi Sumiya 11:49 · 0:44 9/24

What was good

The caller successfully booked a consultation appointment for tomorrow at 11 a.m. and confirmed the lead's email for follow-up, showing clear next steps. The caller also referenced the RCIC license consultant, adding credibility to the offer.

What went wrong

The caller did not introduce themselves or the company, nor did they gather any client information such as immigration status, goals, or eligibility. There was no explanation of the process or programs, and no summary of agreements at the end, which limits the call's effectiveness beyond scheduling.
Reine Francis Tonia Chukwu 12:12 · 0:31 0/0

What was good

The caller attempted to reach the lead and initiated contact promptly.

What went wrong

The call was too short and had technical issues, with the caller saying, "I cannot hear you." No conversation or information exchange occurred.
Reine Francis Pradeep 12:25 · 1:23 11/26

What was good

The caller clearly introduced themselves and confirmed the lead's name, establishing a friendly tone. They effectively secured a follow-up date and offered the next step of a paid consultation. The discussion about work experience was relevant and helpful without making any illegal promises.

What went wrong

The caller missed opportunities to ask about the lead's citizenship, immigration status, age, education, and language proficiency, which are key for assessment. They also did not present a program, explain steps or timelines, or confirm contact details. The call ended without summarizing agreements, which could improve clarity and commitment.

Agents recording software on callers' machines

CallerLast seenStatus
Reine Francis 18:09 (723 min ago) offline
Riya Kathuria 03:17 (175 min ago) offline
Sara Habchi 14:09 (963 min ago) offline
Jonathan Gutman — offline

Call reviews 34 of 14 live conversations

Riya Kathuria — 06:55 · 0:34 0/0

What was good

The caller correctly identified that the line was unavailable and reached voicemail promptly.

What went wrong

No message was left, so the opportunity to engage or leave a callback was missed.
Riya Kathuria — 06:56 · 0:35 0/0

What was good

The caller correctly identified that the line was not answered and did not attempt to push a conversation.

What went wrong

The call went to voicemail with no message left, so no opportunity to engage or leave a compelling message was taken.
Reine Francis Giovanni 09:06 · 2:25 11/26

What was good

The caller introduced himself clearly and confirmed the lead's name and immigration status, showing attentiveness. He successfully secured a next step by offering a consultation and locked a specific time for a follow-up call, confirming contact details as well.

What went wrong

The caller missed several key qualification questions such as the client's immigration goals, age, education, and language proficiency, which are important for assessing eligibility. There was no discussion of programs, steps, or timelines, and no summary of agreements at the end, which would help clarify next steps for the lead.
Reine Francis — 09:12 · 0:22 0/0

What was good

The caller correctly reached voicemail and did not attempt to push the call further.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead proactively.
Reine Francis Tavesh 09:13 · 0:35 0/0

What was good

The caller left a polite and clear voicemail message addressing the lead by name and identifying themselves and the company. The message included a call to action, asking the lead to get back with a preferred time for a call.

What went wrong

Since this was a voicemail with no live interaction, no selling or qualification steps were possible. The caller did not leave any detailed information about next steps or consultation offers, which could improve future messages.
Reine Francis Harman 09:16 · 4:52 14/24

What was good

The caller introduced themselves clearly and confirmed the lead's name early on, establishing rapport. They explained the next steps and available programs well, offering a paid consultation and locking in a specific callback time. The caller avoided making any illegal promises and maintained professionalism throughout.

What went wrong

The caller missed several key qualification questions such as citizenship, age, education, language proficiency, and work experience, which are critical for assessing eligibility. They also did not confirm contact details or summarize agreements at the end, which could lead to confusion. Highlighting the RCIC licence or past successful cases would have strengthened credibility.
Reine Francis — 09:24 · 0:26 0/0

What was good

The caller left a clear and polite voicemail, identifying themselves and the company, and inviting the lead to call back with a preferred time.

What went wrong

No live conversation occurred, so no opportunity to engage or qualify the lead. The message was brief and did not provide much detail to entice a callback.
Reine Francis — 09:25 · 0:17 0/0

What was good

The caller correctly identified that the mailbox was full and ended the call promptly without leaving a message.

What went wrong

No message was left, so there was no opportunity to engage or provide information to the lead.
Reine Francis — 09:26 · 0:25 0/0

What was good

The caller correctly reached voicemail and did not attempt to force a conversation.

What went wrong

No message was left on the voicemail, so the lead was not engaged or encouraged to call back.
Reine Francis Kamalpreet Singh 09:27 · 0:31 0/0

What was good

The caller left a clear and polite voicemail message identifying themselves and the company, and requested the lead to get back with a preferred time for a call.

What went wrong

No live conversation occurred, so no opportunity to engage or qualify the lead. The message was brief but did not include an explicit call to action beyond scheduling a call.
Reine Francis — 09:28 · 0:29 0/0

What was good

The caller left a clear and polite voicemail message, identifying themselves and the company, and requested a callback with a preferred time. This is a professional approach to reaching an unavailable lead.

What went wrong

No live conversation occurred, so no opportunity to engage or qualify the lead. The message could have included a brief mention of next steps or benefits to encourage a callback.
Reine Francis Ran 09:29 · 1:08 9/26

What was good

The caller introduced themselves clearly and confirmed the lead's name early on. They successfully secured a next step by agreeing to send details via WhatsApp and locked in a specific day for follow-up, showing good progress in scheduling.

What went wrong

The call lacked any discussion of the lead's immigration goals, status, or eligibility, missing key qualification steps. There was no explanation of the process or programs, and no summary at the end to reinforce agreements. The conversation was very brief and could have been more thorough.
Reine Francis Fatouche 09:55 · 0:43 0/0

What was good

The caller left a clear and polite voicemail message identifying themselves and the company, referencing the lead's application, and inviting a callback with preferred times. This message is concise and professional, providing multiple contact options.

What went wrong

Since this was a voicemail, there was no opportunity to engage in conversation or assess the lead's needs. No direct selling or qualification could be done, but the message was appropriate for the situation.
Reine Francis — 09:56 · 0:41 0/0

What was good

The caller left a clear and polite voicemail, identifying themselves and the company, and inviting the lead to respond with a preferred time for a call. This message sets a professional tone and encourages engagement.

What went wrong

There was no opportunity to engage in a live conversation or gather any client information, which limits the ability to assess or advance the lead. Leaving a voicemail alone is less effective than speaking directly with the lead.
Reine Francis — 09:58 · 0:24 0/0

What was good

The caller reached voicemail promptly and the system message was clear.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead or leave contact details.
Reine Francis — 09:58 · 0:24 0/0

What was good

The call reached a voicemail that was not initialized, so no conversation was possible. The caller did not waste time and ended the call promptly.

What went wrong

No message was left on the voicemail, which could have been useful to prompt the lead to activate their mailbox or call back.
Reine Francis Nadia 10:00 · 0:35 0/0

What was good

The caller left a clear and polite voicemail message addressing the lead by name and explaining the reason for the call. The message was concise and encouraged the lead to respond if interested.

What went wrong

Since this was a voicemail, there was no opportunity to engage in a conversation or gather information. The caller did not introduce themselves fully or the company clearly, which could improve message clarity for the lead.
Reine Francis — 10:01 · 0:34 5/26

What was good

The caller was polite and respectful of the lead's situation, offering to send details by email or WhatsApp and suggesting a callback time. The caller made no illegal promises and kept the conversation professional despite the short duration.

What went wrong

The caller did not ask for the lead's name or any qualifying information, nor did they confirm contact details or lock in a specific callback time. The call ended abruptly without summarizing next steps or confirming how to proceed, missing an opportunity to engage the lead more effectively.
Reine Francis — 10:14 · 0:33 0/0

What was good

The caller left a clear and polite voicemail message identifying themselves and the company, encouraging the lead to respond via WhatsApp or message.

What went wrong

Since this was a voicemail, no direct interaction occurred and no selling or qualification was possible. The message was brief but did not include a specific call to action beyond asking for a callback.
Reine Francis — 10:15 · 0:30 0/0

What was good

The caller left a clear and polite voicemail message, identifying themselves and the company, and inviting the lead to respond via WhatsApp or message.

What went wrong

No live conversation occurred, so no opportunity to engage or qualify the lead. The message was brief but did not provide any specific next steps or urgency to encourage a prompt response.
Reine Francis — 10:32 · 0:14 0/24

What was good

The caller greeted promptly and identified themselves as a receptionist at Evernorth Immigration Services, setting the stage for further assistance.

What went wrong

The call was very brief and did not progress beyond the receptionist greeting. No questions were asked, no client information was gathered, and no sales or consultation steps were initiated.
Sara Habchi Onyeeka 11:04 · 1:19 8/26

What was good

The caller introduced herself clearly and confirmed the lead's identity by name. She quickly identified the lead's current immigration status and honestly explained the company's limitations regarding refugee cases, avoiding any misleading promises.

What went wrong

The call ended very quickly without exploring other potential services or offering a next step like a consultation. The caller did not confirm contact details or summarize the call, missing opportunities to engage the lead further.
Sara Habchi — 11:20 · 0:46 0/0

What was good

The caller clearly identified herself and the company, stating, "this is Sarah from Evernorth."

What went wrong

This was a voicemail with no live conversation, so no opportunity to engage or qualify the lead. A message was left but it did not include a call to action or next steps to encourage a callback.
Sara Habchi — 11:27 · 0:51 0/0

What was good

The caller identified themselves and the company clearly in the voicemail message, stating, "this is Sarah, and I am a case manager with Evernorth."

What went wrong

The call went to voicemail and ended without reaching the lead, so no opportunity to engage or advance the sales process occurred.
Sara Habchi Sandeep 11:31 · 3:05 12/26

What was good

The caller introduced herself clearly and confirmed the lead's name early on, establishing a polite and professional tone. She assessed the lead's current immigration status and eligibility carefully, explaining why the firm could not assist under the current circumstances without making any illegal promises.

What went wrong

The caller missed several key qualification questions such as age, education, and detailed work experience, which could have provided a fuller profile. She did not offer any next steps or consultations, nor did she confirm contact details or summarize the call, which are important for engagement and follow-up.
Sara Habchi Inderpal 11:57 · 1:31 5/12

What was good

The caller correctly identified the lead by name and followed up politely, acknowledging the lead's current indecision. They handled the 'I'll think about it' objection well by agreeing to follow up next week, maintaining engagement without pressure.

What went wrong

The caller missed opportunities to confirm key details such as contact information and to offer a clear next step like booking a paid consultation. There was no summary of agreements or locking in a specific date and time, which could have strengthened the call's effectiveness.
Reine Francis — 11:58 · 0:24 0/0

What was good

The call was handled professionally by reaching the voicemail promptly without unnecessary hold time.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead or provide callback information.
Sara Habchi Krishna 11:59 · 0:51 0/0

What was good

The caller clearly identified herself and the company, and left a message for Krishna to follow up on his decision after a consultation.

What went wrong

This was a voicemail, so no live interaction occurred. The caller did not leave a detailed message or next steps, which could reduce the chance of a callback.
Reine Francis — 12:02 · 2:12 4/26

What was good

The caller introduced themselves clearly and identified the company, saying, 'This is Ren, team leader at EverNorth.' They also correctly advised the lead to improve English skills, which is relevant to immigration eligibility.

What went wrong

The caller did not ask for the lead's name or any key information such as immigration goals, status, or education. They did not present any program, explain next steps, or offer a consultation. The call ended abruptly after a language barrier was noted, with no attempt to arrange follow-up or confirm contact details.
Sara Habchi Rajveer 12:11 · 0:32 4/26

What was good

The caller correctly identified the lead by name and referenced their previous conversation, showing attention to detail with 'Last time that we spoke...'. The tone was polite and professional throughout the brief call.

What went wrong

The call was very short and did not progress beyond checking for an update from the employer. The caller missed multiple opportunities to gather important information or advance the sales process, such as discussing immigration goals or offering a next step. There was no attempt to confirm contact details or schedule a follow-up appointment.
Sara Habchi Harsh 12:32 · 10:35 21/26

What was good

The caller conducted a thorough and professional conversation, confirming detailed client information and clearly explaining the immigration pathways and next steps. They effectively presented the company's services and compliance with RCIC licensing, and offered a paid consultation as the next step.

What went wrong

The caller did not handle common objections such as 'I'll think about it' or 'I'll do it myself,' nor did they lock in a specific date and time for the consultation or summarize the agreements at the end of the call. These missed opportunities could improve client commitment and clarity.
Sara Habchi — 13:01 · 0:15 0/0

What was good

The caller correctly identified that the call reached a voicemail box and did not attempt to force a conversation.

What went wrong

No message could be left due to the voicemail box being full, so no opportunity to engage the lead was possible.
Sara Habchi Kai 13:10 · 1:37 8/26

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 successfully scheduled a follow-up call, locking in a specific date and time with the lead, 'our call will be scheduled for tomorrow at 12.'

What went wrong

The caller did not gather any immigration-related information such as citizenship, current status, or goals, nor did she explain next steps or present any programs. Contact details were not confirmed, and the call ended without summarizing agreements. This call was mostly scheduling without any substantive qualification or selling.
Riya Kathuria — 14:17 · 1:01 3/26

What was good

The caller introduced themselves and the company clearly at the start, saying "My name is Jane. I'm an receptionist at Evernorth."

What went wrong

The caller did not engage the lead effectively, failing to obtain the lead's name or any information about their needs. The lead did not respond, and the caller repeated questions without success, resulting in no meaningful conversation.
data check · 13 calls not matched to a lead · 1 leads without a phone number · 68 leads unassigned · reached counts every answered call, voicemail included