EverNorth — Daily Callers Report

Monday, 21 September 2026

built 22 Sep 2026, 06:20 · America/Toronto
archive
Calls
89
75 out / 14 in
Leads
80
new today
Reached
27
72 answered − 24 vm, 21 short
Qualified
6
good status
Booked
8
moved to 1.4
Messages
253
SMS
Follow-up
50
14 reached, 14 vm, 16 short, 6 missed
Lead→Booked
10.0%
daily rate

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

070911131517192123
Sara
Ashish Xavier
09:011:04
outgoing answered
checklist8/26
Ashish Xavier
09:030:05
outgoing too short
Ishaat Rahman
09:040:05
outgoing too short
Siddhesh Suresh Kadam
09:060:04
outgoing too short
Agustin Lazo
09:070:05
outgoing too short
Riad Rerhrhaye
09:090:11
outgoing voicemail
Moiz Shaikh
09:100:05
outgoing too short
Muhammad Shahid
09:120:04
outgoing too short
Mark Ewang
09:130:00
outgoing no answer
Lovy Singh
09:150:03
outgoing too short
Devansh Gujral
09:180:47
outgoing voicemail
Kehinde John
09:200:48
outgoing voicemail
Manmeet Singh
09:230:04
outgoing too short
Rewaj Panta
09:240:50
outgoing voicemail
Ali Fawaz
09:281:09
outgoing answered
checklist8/26
Michee Alino
09:300:05
outgoing too short
Abishek Ramachandran
10:000:22
outgoing answered
Farhan Hasin
10:080:06
outgoing too short
Md Saif Ullah Nabeel
10:310:00
outgoing no answer
2894661244
11:000:00
incoming no answer
Fawaz Animashaun
11:1014:38
outgoing answered
checklist17/19
Joyal Poulose
12:1412:01
incoming answered
Moiz Shaikh
12:240:00
incoming no answer
Pooja Rani
12:280:04
outgoing too short
2894661244
12:330:00
incoming no answer
2894661244
12:330:00
incoming no answer
Pooja Rani
12:3410:55
outgoing answered
checklist22/25
Sukhwinder Singh
13:078:41
outgoing answered
checklist22/26
Ajibola
13:202:18
outgoing answered
checklist11/24
Ali Fawaz
13:290:02
outgoing too short
Reine
+19057818746
08:270:07
outgoing too short
+19057818746
08:290:00
outgoing no answer
+19057818746
08:350:00
incoming no answer
+19057818746
08:4311:24
incoming answered
Prabhakaran TAMILSELVAN
09:020:02
outgoing too short
Prabhakaran TAMILSELVAN
09:030:06
outgoing too short
2892990235
09:035:28
incoming answered
Prabhakaran TAMILSELVAN
09:030:04
outgoing too short
Gurjinder Singh
09:429:09
outgoing answered
checklist22/26
Govind Pradeep
10:030:33
outgoing voicemail
Faisal Sharif
10:040:29
outgoing voicemail
Ajith Varghese
10:050:29
outgoing voicemail
Suleiman Gammoh
10:0611:44
outgoing answered
checklist21/26
Sundar Tamang
10:300:28
outgoing voicemail
Jitendra Shrivastav
10:310:31
outgoing voicemail
Hasin Ar Rafi
10:320:00
outgoing no answer
Salvador Lopez
10:320:29
outgoing voicemail
Jevana Delahaye
10:330:27
outgoing voicemail
Akash Tharindu
10:340:11
outgoing voicemail
Akash Tharindu
10:350:00
incoming no answer
Nicky Verma
10:350:36
outgoing voicemail
Akash Tharindu
10:377:38
outgoing answered
checklist23/26
Akash Tharindu
12:590:00
incoming no answer
Avinay Singh
13:130:00
incoming no answer
Avinay Singh
13:140:00
incoming no answer
Avinay Singh
13:140:00
incoming no answer
Sidharth Trivedi
13:431:16
outgoing voicemail
Manmeet Singh
13:450:00
outgoing no answer
Manmeet Singh
13:451:05
outgoing answered
checklist6/26
Avinay Singh
13:509:08
outgoing answered
checklist19/26
Manmeet Singh
13:570:00
incoming no answer
Manmeet Singh
14:0410:42
outgoing answered
checklist23/26
Riya
Jay Soni
16:551:23
outgoing answered
checklist5/26
Parth Patel
16:590:24
outgoing voicemail
Nisarg Vishnubhai Patel
17:429:15
outgoing answered
checklist24/26
Amandeep Singh
18:070:54
outgoing answered
checklist3/26
Raja Hassam Irfan
18:160:08
outgoing too short
Mostafa Esmaeilzadeh
18:201:13
outgoing answered
checklist6/24
Samrat Khanal
18:3411:38
outgoing answered
checklist23/26
Viktor Lukin
18:480:41
outgoing voicemail
Karun Bhupathi
18:519:45
outgoing answered
checklist21/26
Karun Bhupathi
19:010:12
outgoing no speech
Kenneth Gerard Enriquez
19:050:08
outgoing too short
Ashish Sharma
19:060:28
outgoing voicemail
Thal Vry
19:080:00
outgoing no answer
Aayush Bhogal
19:090:38
outgoing answered
checklist4/26
Martin Roy
19:110:09
outgoing too short
Nakul Uppal
19:130:13
outgoing voicemail
Azam Khan
19:142:25
outgoing answered
checklist5/26
Manav Kalra
19:270:46
outgoing voicemail
Karan Sharma
19:300:10
outgoing voicemail
Manan Balana
19:367:59
outgoing answered
checklist22/26
Basil Benny
19:490:10
outgoing voicemail
Zuber Qureshi
19:520:05
outgoing too short
Het Bhajiwala
19:540:19
outgoing voicemail
Rahul Kumar Tgakur
19:550:05
outgoing too short
Jonathan
20:0713:15
outgoing answered
checklist21/26
Divya Patel
20:400:46
outgoing voicemail
Meet Patel
20:4212:57
outgoing answered
checklist20/26
Jonathan
no calls

Leads by source 80 total

Landing-PGWP
36
Second Job Morocco
21
Second Job Tunisia
9
Secon Job Overseas
5
Meta-Form-PGWP
4
Second-Job
4
Web-Organic
1

Speed to lead working minutes · 21 of 80 leads called

Fastest
28 min
Reine Francis 08:00–14:00
Slowest
176 min
Riya Kathuria 17:00–21:00
326 min on the clock
median 133 min · 59 leads never called

Conversion by caller

CallerLeadsCallsReached ReachQualifiedBookedBook
Sara Habchi 8 30 8 26.7% 1 4 50.0%
Reine Francis 10 32 8 25.0% 5 2 20.0%
Riya Kathuria 19 27 11 40.7% 0 2 10.5%
Jonathan Gutman 0 0 0 0.0% 0 0 0.0%

Daily funnel

Leads
80
Contacted
80
Qualified
6
Consultations
8

Reach peaks when they pick up · last 14 days

14:00–16:00 best connect
3/6
50.0%
18:00–20:00
44/100
44.0%
12:00–14:00
35/84
41.7%
16:00–18:00
24/58
41.4%
20:00–21:00
21/57
36.8%
08:00–10:00
37/151
24.5%
10:00–12:00 worst
63/276
22.8%
average 31.0% over 732 outgoing calls

Lead statuses at end of day one bucket per lead

Consultation booked
0
Not qualified / lost
6
Qualified
6
In progress (contacted)
28
New / no activity
40

Caller activity

CallerCallsTalkSpan FirstLastNotes
Sara Habchi 30 51:08 4:27:46 09:01 13:29 146
Reine Francis 32 1:06:18 5:37:11 08:27 14:04 114
Riya Kathuria 27 1:11:22 3:47:14 16:55 20:42 29
Jonathan Gutman 0 0:00 — — — 1

Leads and first call 59 never called · sorted by delay

LeadCreatedFirst call CallerDelayScore
Diego Contreras Garcia 8494022816 00:31 — — no call —
Mayank Khari 00:36 — Constantine no call —
Raef Rezgui 05:06 — Constantine no call —
SOUFIANE EL AMRAOUI 05:17 — — no call —
Tanishq Panwar 09:54 — — no call —
Ragbir Ram 10:54 — Reine Francis no call —
Simranjeet Kaur 11:15 — Reine Francis no call —
Debadutta Pati 11:15 — Reine Francis no call —
Muhammad Waqas 11:15 — Reine Francis no call —
Tendinuri Sherpa 11:15 — Reine Francis no call —
Lalit Karki 11:15 — Reine Francis no call —
Arshdeep Singh 11:15 — Reine Francis no call —
Joyal Poulose 11:15 — Sara Habchi no call —
pardeep kaur 11:15 — Sara Habchi no call —
Rauf Khan 11:15 — Sara Habchi no call —
Ifeanyi Jonas 11:15 — Sara Habchi no call —
Nitant Malhan 11:15 — Sara Habchi no call —
Anmolpreet Kaur 11:15 — Sara Habchi no call —
Sakar Shrestha 11:15 — Sara Habchi no call —
Bhagwant Singh 11:15 — Sara Habchi no call —
Maqsoodulamin Hashimi 11:36 — Constantine no call —
Fouad Kharchani 11:41 — Constantine no call —
Salma Akhzouz 11:49 — — no call —
Mohamed Ettarghi 14:26 — Constantine no call —
Mohamed Hani Boudina 14:40 — Constantine no call —
Fedoua Messaoud Khelifi 14:40 — — no call —
Oumayma chebil 15:12 — — no call —
Mohamed Sanhaji 18:04 — — no call —
Bassma Tayfouri 18:09 — Constantine no call —
Yasmine Laanaya 18:14 — — no call —
Azza Ben nejma 18:16 — — no call —
Rihem Bacha 18:16 — — no call —
Omar Dhib 18:17 — Constantine no call —
Arshdeep Singh 18:21 — Riya Kathuria no call —
Saleh Elidrissi 18:21 — — no call —
Housam Gammoudi 18:22 — — no call —
Aya Dib 18:41 — — no call —
Kouadio Boris DJEA 18:47 — Constantine no call —
zakaria inirz 18:58 — — no call —
Rouane mounssif 19:14 — — no call —
YOUSSEF BABILE 19:25 — — no call —
Mohamed Douali 19:34 — — no call —
Naaima Bakrim 19:36 — — no call —
Ouakmour Oussama 19:41 — — no call —
Fatmata Barrie 19:44 — — no call —
hamza mohtaram el alaoui 19:45 — — no call —
YOUSSOUF TANGARA 20:03 — — no call —
Aya Arroche 20:15 — — no call —
Abdallah Ismaiel 20:19 — Constantine no call —
Walid Hamyani 20:32 — — no call —
Manjot Gill 20:37 — — no call —
AкнιL тнσмαѕ 20:41 — — no call —
Sinda Aissa 20:46 — — no call —
Imrul Ahmed Zidan 21:32 — — no call —
Hicham Ouberkni 21:36 — — no call —
Marouan Daghmoumi 21:36 — Constantine no call —
Sumith Anchan 22:51 — — no call —
Sourav Dey 23:29 — — no call —
Ahmed Shili 23:59 — — no call —
Rahul Kumar Tgakur 14:29 19:55 (0:05) Riya Kathuria 176 min —
Het Bhajiwala 14:06 19:54 (0:19) Riya Kathuria 174 min voicemail
Zuber Qureshi 14:19 19:52 (0:05) Riya Kathuria 173 min —
Basil Benny 13:59 19:49 (0:10) Riya Kathuria 170 min voicemail
Manan Balana 11:15 19:36 (7:59) Riya Kathuria 157 min 22/26
Avinay Singh 11:15 13:49 (0:04) Reine Francis 154 min —
Karan Sharma 11:15 19:30 (0:10) Riya Kathuria 151 min voicemail
Manav Kalra 11:15 19:27 (0:46) Riya Kathuria 148 min voicemail
Divya Patel 18:14 20:40 (0:46) Riya Kathuria 146 min voicemail
Azam Khan 11:15 19:14 (2:25) Riya Kathuria 135 min 5/26
Nakul Uppal 11:15 19:13 (0:13) Riya Kathuria 133 min voicemail
Martin Roy 11:15 19:11 (0:09) Riya Kathuria 131 min —
Aayush Bhogal 11:15 19:09 (0:38) Riya Kathuria 130 min 4/26
Thal Vry 11:15 19:08 (0:00) Riya Kathuria 129 min —
Ashish Sharma 11:15 19:06 (0:28) Riya Kathuria 127 min voicemail
Kenneth Gerard Enriquez 11:15 19:05 (0:08) Riya Kathuria 125 min —
Karun Bhupathi 11:15 18:51 (9:45) Riya Kathuria 112 min 21/26
Viktor Lukin 10:38 18:48 (0:41) Riya Kathuria 109 min voicemail
Manmeet Singh 12:33 13:45 (0:00) Reine Francis 72 min —
Meet Patel 19:34 20:42 (12:57) Riya Kathuria 68 min 20/26
Sidharth Trivedi 13:15 13:43 (1:16) Reine Francis 28 min voicemail

Booked consultations 8 today

ClientSourceBooked by Lead createdBooked at
Rudy Meta-Form-PGWP Riya Kathuria 15 Sep 16:38 00:52
Sandesh Chhetri Landing-PGWP Sara Habchi 17 Sep 16:18 08:15
Anand Miglani Meta-Form-PGWP Reine Francis 07 Aug 00:12 11:05
Neel Kansagara Landing-PGWP Reine Francis 19 Sep 20:11 11:08
Aashish Poudel Landing-PGWP Sara Habchi 13 Sep 07:39 12:47
Ashmit Basra Landing-PGWP Sara Habchi 14 Sep 00:10 19:52
PRIYASHRAVA SRIDHAR RAMESH SRIDHAR Landing-PGWP Sara Habchi 22 Aug 14:07 20:43
Jonathan Agye Landing-PGWP Riya Kathuria 21 Sep 14:32 21:15

SMS 225 sent · 28 received · 76 contacts

Reply rate
25.3%
19 of 75 conversations
Median reply
12 min
client's first answer
CallerSentReceived ContactsStartedRepliedReply
Sara Habchi 77 6 26 18 3 16.7%
Reine Francis 117 19 57 56 16 28.6%
Riya Kathuria 31 3 13 1 0 0.0%
Jonathan Gutman 0 0 0 0 0 0.0%

Waiting for a reply 12 conversations where the client wrote last

Samrat Khanal 01:13 · Reine Francis 1366 min
Evening
Gurjinder Singh 08:13 · Reine Francis 947 min
All right, I'm gonna call around 9.30 Thank you so much
Fawaz Animashaun 11:01 · Sara Habchi 779 min
I just tried calling you back
Debadutta Pati 11:57 · Reine Francis 723 min
I would prefer email
Joyal Poulose 11:59 · Sara Habchi 721 min
Can i contact you now
Avinay Singh 13:14 · Reine Francis 645 min
Hey I am trying to call you but not able to call you . If you can give me a call please
Manmeet Singh 13:55 · Reine Francis 604 min
You can call me now
+6474587077 18:14 · Reine Francis 345 min
Now
Meet Patel 19:35 · Reine Francis 264 min
Evening
Imrul Ahmed Zidan 21:33 · Reine Francis 147 min
please call at +1 (437) 313-0675 Tomorrow at 12:00 pm
Zuber Qureshi 21:43 · Riya Kathuria 137 min
Hi You can call me tomorrow in the morning around 10-11am
Sumith Anchan 22:51 · Reine Francis 68 min
Evening

WhatsApp calls 25 calls · 14 out / 11 in · 49:23 talk

3 agents not reporting — WhatsApp calls from Riya, Sara, Jonathan are missing from this report
CallerCallsOutIn ReachedTalkMatched
Sara Habchi 10 4 6 6 17:05 3/6
Reine Francis 12 8 4 7 7:35 3/7
Riya Kathuria 3 2 1 3 24:43 0/3
Jonathan Gutman 0 0 0 0 0:00 0/0
10 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 11 of 16 conversations

Sara Habchi Reine GLC Team Leader 08:22 · 0:11 0/0

What was good

The call was very brief and did not develop into a conversation, so no selling was attempted.

What went wrong

The call was too short and unclear, with no meaningful interaction or information gathered.
Reine Francis Leonid 09:15 · 0:48 0/0

What was good

The caller attempted to connect but the call was too short and no conversation occurred.

What went wrong

The call ended without any meaningful interaction or information exchange, making it impossible to assess or progress the lead.
Sara Habchi Reine GLC Team Leader 09:26 · 1:13 0/0

What was good

The call did not have any interaction to evaluate, as there was no clear conversation or relevant speech.

What went wrong

The call contained only unintelligible or unrelated speech, with no engagement or relevant discussion about immigration services.
Sara Habchi Reine GLC Team Leader 09:26 · 1:15 0/0

What was good

The call was very short and did not include any interaction with a lead, so no selling mistakes were made.

What went wrong

The call contained only unrelated or unclear speech with no engagement or sales effort. There was no attempt to introduce, qualify, or offer services.
Reine Francis Sara - EverNorth 09:26 · 1:16 0/0

What was good

The call was connected but no meaningful conversation took place. The lead did not engage in any immigration-related discussion.

What went wrong

The call contained only unintelligible or irrelevant speech with no attempt to introduce or engage the lead. No qualifying questions or sales steps were attempted.
Reine Francis Anne 10:27 · 1:38 3/26

What was good

The caller engaged the lead by name and discussed pricing options, showing willingness to negotiate a discount.

What went wrong

The caller did not introduce themselves or the company, nor did they gather any client information or explain the process. No next steps or consultation offers were made, and the call lacked essential sales elements.
Sara Habchi Riyad 10:48 · 14:18 21/26

What was good

The caller conducted a thorough and professional conversation, confirming Riyad's details and carefully explaining the immigration programs and next steps. The caller clearly presented the services and compliance aspects, including the licensed consultant and no illegal promises.

What went wrong

The caller missed opportunities to handle common objections like 'I'll think about it' or 'I'll do it myself.' Also, the call ended without locking a specific date and time for the consultation or summarizing the agreements clearly at the end.
Reine Francis Nishan Gajurel 11:20 · 0:27 6/26

What was good

The caller successfully secured a consultation appointment for tomorrow at 5 p.m. and clearly communicated the need for important documents before the meeting.

What went wrong

The caller did not introduce themselves or the company, nor did they ask for the client's name or confirm contact details. There was no discussion of the client's situation or goals, missing an opportunity to build rapport and gather necessary information.
Reine Francis Akash 14:18 · 3:13 9/26

What was good

The caller engaged the lead by addressing him by name and clearly presented a relevant immigration program involving trade sector jobs without making any illegal promises. The caller also offered a next step by mentioning a consultation with the director of services.

What went wrong

The caller did not introduce themselves or the company, nor did they ask key qualifying questions such as citizenship, immigration status, age, education, or language proficiency. They failed to lock a specific appointment time or confirm contact details, and the call ended abruptly without summarizing agreements or explaining steps and timelines.
Riya Kathuria Anmol Sahni 16:20 · 6:05 8/26

What was good

The caller clearly explained the consultation process and timelines, addressing the lead's concerns about payment and signing. They successfully scheduled a specific date and time for the next consultation and reassured the lead about flexibility in signing the retainer.

What went wrong

The caller did not introduce themselves or the company, nor did they ask for the lead's name or any personal details such as immigration status or goals. There was no discussion of eligibility, programs, or confirmation of contact details, which are important for progressing the lead effectively.
Riya Kathuria Khushi Kaur 17:02 · 18:15 19/26

What was good

The caller conducted a thorough and engaging conversation, gathering detailed information such as age, education, work experience, and IELTS score. They clearly explained the pathway to PR and the next steps, including sending the assessment form and offering a paid consultation.

What went wrong

The caller did not mention their RCIC licence or past successful cases, which could build trust. They also missed confirming contact details and locking a specific appointment time, and did not summarize the agreements at the end to reinforce understanding.

Agents recording software on callers' machines

CallerLast seenStatus
Reine Francis 06:12 (8 min ago) running
Riya Kathuria 03:21 (179 min ago) offline
Sara Habchi 15:11 (909 min ago) offline
Jonathan Gutman — offline

Call reviews 47 of 27 live conversations

Sara Habchi Xavier 09:01 · 1:04 8/26

What was good

The caller introduced herself clearly and identified the company, saying "my name is Sarah and I am a case manager with Evernorth." She also asked the lead's name and attempted to schedule a follow-up call, showing good initiative in locking a specific date and time.

What went wrong

The call ended abruptly without confirming contact details or summarizing agreements, and no qualification questions were asked beyond the lead's name. The caller did not discuss the lead's immigration status, goals, or explain next steps, missing opportunities to engage and assess eligibility.
Sara Habchi — 09:09 · 0:11 0/0

What was good

The caller reached voicemail quickly and did not waste time. No message was left, so no further follow-up is possible.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead or provide contact information.
Sara Habchi Devansh 09:18 · 0:47 0/0

What was good

The caller clearly identified herself and the company, and mentioned the lead's name and interest in PR services.

What went wrong

This was a voicemail with no live conversation, so no selling or qualification could take place. No message was left beyond the introduction and instruction to stay on the line.
Sara Habchi — 09:20 · 0:48 0/0

What was good

The caller clearly identified themselves and the company, stating, "Hello, John, this is Sarah. I'm a case manager with Evernorth."

What went wrong

This call was a voicemail with no live conversation, so no opportunity to engage or advance the sale. A message was left but it was brief and did not include a call to action or next steps.
Sara Habchi — 09:24 · 0:50 0/0

What was good

The caller clearly identified themselves and the company, stating the purpose related to PR services. This is a professional and concise voicemail introduction.

What went wrong

The call ended in voicemail without reaching the lead, so no further engagement or information gathering was possible. No message was left beyond the initial introduction, missing an opportunity to encourage a callback or provide next steps.
Sara Habchi Ali 09:28 · 1:09 8/26

What was good

The caller introduced herself clearly and named the company, saying, "my name is Sarah, and I am a case manager with Evernorth." She successfully scheduled a specific follow-up call time with the lead, locking in 1:30 p.m. today as agreed.

What went wrong

The caller did not gather any information about the lead's immigration status, goals, or background, missing key qualification steps. There was no discussion of programs, eligibility, or next steps beyond scheduling, and no confirmation of contact details or summary of the call's agreements.
Reine Francis — 09:42 · 9:09 22/26

What was good

The caller conducted a thorough and professional consultation, covering the client's current status, goals, and eligibility clearly. They explained the consultation process well and successfully booked a specific appointment, confirming contact details and summarizing the agreements at the end.

What went wrong

The caller did not ask the client's name explicitly, which is a missed opportunity to personalize the conversation. Also, the caller did not handle any objections since none were raised, but this is not a fault. Overall, the call was well managed with no major issues.
Reine Francis Gagan 10:03 · 0:33 0/0

What was good

The caller left a clear and polite voicemail message, identifying themselves and referencing the lead's application. The message included a call to action, inviting the lead to respond by message or WhatsApp with a preferred time for a call.

What went wrong

Since this was a voicemail, there was no opportunity to engage in a live conversation or gather information from the lead. No further action was possible during this call.
Reine Francis Faisal 10:04 · 0:29 0/0

What was good

The caller left a clear and polite voicemail message addressing the lead by name and identifying themselves and the company. The message included a call to action, inviting the lead to respond by message or WhatsApp with a preferred time for a call.

What went wrong

Since this was a voicemail, no live interaction occurred and no selling or qualification steps could be performed.
Reine Francis Ajit 10:05 · 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.

What went wrong

There was no opportunity to engage in a live conversation or gather information, so no selling or qualification could be done.
Reine Francis Suleiman 10:06 · 11:44 21/26

What was good

The caller established a good rapport with Suleiman, confirming his current work permit status and explaining the services clearly, including the RCIC license and consultation process. The caller handled objections well by offering to send detailed information and encouraging further research, showing professionalism and transparency.

What went wrong

The caller missed confirming Suleiman's education and language proficiency, which are important for eligibility assessment. Also, no specific consultation date or time was locked, and the call ended without a clear summary of agreements, which could affect closing the sale effectively.
Reine Francis Sundar 10:30 · 0:28 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 at their convenience.

What went wrong

Since this was a voicemail, no direct interaction occurred and no selling or qualification was possible. The message could have included a brief mention of next steps or benefits to encourage a callback.
Reine Francis Alexander 10:31 · 0:31 0/0

What was good

The caller left a clear voicemail message addressing Alexander and explaining the reason for the call. The message included a polite request for a callback or WhatsApp message 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 could have been slightly more detailed about next steps to encourage a response.
Reine Francis — 10:32 · 0:29 0/0

What was good

The caller left a clear and polite voicemail message, identifying themselves and the company, and requesting a callback with a preferred time. The message was concise and professional.

What went wrong

Since this was a voicemail with no live conversation, there was no opportunity to engage the lead or gather information. No next steps were locked in, and no personal details were confirmed.
Reine Francis Savannah 10:33 · 0:27 0/0

What was good

The caller left a clear and polite voicemail identifying themselves and the company, and referenced the lead's application. The message included a call to action by asking Savannah to respond by message or WhatsApp.

What went wrong

The call was very brief and did not provide much detail about next steps or services. Leaving a more informative message could improve lead engagement.
Reine Francis — 10:34 · 0:11 0/0

What was good

The caller correctly identified that the call reached a voicemail and did not attempt to push further without a live person.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead or prompt a callback.
Reine Francis — 10:35 · 0:36 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 with a preferred time for a call.

What went wrong

No live conversation occurred, so no opportunity to engage the lead or gather information. The message could have been slightly clearer about the next steps or what the lead should expect.
Reine Francis Kash 10:37 · 7:38 23/26

What was good

The caller clearly introduced themselves and the company, confirming the lead's name early on. They provided detailed information about immigration pathways and next steps, including the consultation process and fees, and handled objections well by emphasizing the need for a personalized evaluation. The caller also secured a specific follow-up time and confirmed contact details via WhatsApp.

What went wrong

The caller did not ask the lead's age or English/French proficiency level, which are important for a full eligibility assessment. Additionally, the 'I'll do it myself' objection was not addressed, which could be a missed opportunity to reassure the lead about the value of professional help.
Sara Habchi Fawaz 11:10 · 14:38 17/19

What was good

The caller conducted a thorough and professional conversation, confirming key details such as the lead's name, immigration status, and goals. They carefully assessed eligibility and presented tailored program options, explaining steps and timelines clearly without making illegal promises.

What went wrong

The caller did not mention their RCIC licence or past successful cases, which could build trust. Contact details were not confirmed, and no next steps or appointment were locked in by the end of the call, missing opportunities to secure commitment.
Sara Habchi Pooja 12:34 · 10:55 22/25

What was good

The caller conducted a thorough and professional conversation with Pooja, confirming all relevant personal and immigration details clearly. They explained the PR pathways and next steps well, including the consultation offer and payment details, providing a clear value proposition.

What went wrong

The caller did not lock in a specific date and time for the consultation, nor did they summarize the agreements at the end of the call, which could have strengthened the commitment and clarity for the lead.
Sara Habchi — 13:07 · 8:41 22/26

What was good

The caller thoroughly explored the lead's situation, asking detailed questions about language tests, work experience, and immigration status, which helped tailor the advice. They clearly explained multiple pathways and next steps, including the paid consultation and sending documents by email, ensuring the lead understood the process.

What went wrong

The caller did not introduce themselves or the company at the start, nor did they ask for the lead's name, which are important for building rapport and professionalism. Also, there was no handling of common objections like 'I'll think about it' or 'I'll do it myself,' missing opportunities to address concerns and move the sale forward.
Sara Habchi Ajibola 13:20 · 2:18 11/24

What was good

The caller clearly introduced herself and the company, saying 'this is Sarah from Evernorth,' and confirmed the lead's name, Ajibola. She effectively explained the next steps and scheduled a specific appointment time, locking in 'tomorrow at 1 p.m.' with the RCIC licensed consultant. The caller also avoided making any illegal promises and summarized the agreement at the end.

What went wrong

The caller missed several key qualification questions such as citizenship, immigration status, and goals, which would have helped tailor the conversation better. Contact details were not confirmed, which is important for follow-up. Also, no objections were handled, though none were raised by the lead in this call.
Reine Francis — 13:43 · 1:16 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 with their availability.

What went wrong

No live conversation occurred, so no opportunity to engage or qualify the lead. The message could have been slightly more detailed about next steps to encourage a callback.
Reine Francis — 13:45 · 1:05 6/26

What was good

The caller introduced themselves and the company clearly, saying 'I am the team leader at Evernorth.' They also offered a clear next step by arranging a WhatsApp message and callback, which keeps the conversation open.

What went wrong

The caller did not ask for the lead's name or any qualifying questions such as citizenship, immigration status, or goals. No program details or timelines were discussed, and no specific appointment was locked. The call was very brief and did not advance the sales process beyond scheduling a follow-up.
Reine Francis — 13:50 · 9:08 19/26

What was good

The caller clearly explained the next steps and consultation process, including fees and documentation, which helped set expectations well. They also presented relevant immigration programs and emphasized the RCIC license, building trust. The caller successfully locked a tentative date and confirmed contact details, ensuring follow-up.

What went wrong

The caller did not ask the lead's name or gather key personal information such as age, education, language proficiency, or work experience, which are important for a thorough eligibility assessment. There was also no handling of common objections like 'I'll think about it' or 'I'll do it myself.' These missed opportunities could improve the quality of the consultation booking process.
Reine Francis Ren 14:04 · 10:42 23/26

What was good

The caller clearly introduced themselves and the company, confirming the lead's name early on. They provided detailed explanations of the immigration options and consultation process, including fees and next steps, and confirmed contact details for follow-up. The caller also effectively locked a potential consultation date starting the next day, showing good control of the scheduling process.

What went wrong

The caller missed asking the lead's age, which is important for eligibility assessment. They also did not explicitly handle common objections like 'I'll think about it' or 'I'll do it myself,' which could have strengthened the sales approach. Otherwise, the call was thorough and professional without any compliance issues.
Riya Kathuria — 16:55 · 1:23 5/26

What was good

The caller clearly identified themselves and the company, saying, 'this is Ria from Evernote.' They successfully arranged a specific callback time, locking in 'tomorrow' for follow-up, which keeps the lead engaged.

What went wrong

The caller did not ask for the client's name or any qualifying information such as immigration status or goals. There was no attempt to present programs, explain steps, or offer a paid consultation. Contact details were not confirmed, and no summary of agreements was provided, missing key opportunities to advance the sale.
Riya Kathuria — 16:59 · 0:24 0/0

What was good

The caller reached the voicemail and the system message was clear about the mailbox status.

What went wrong

No message was left on the voicemail, so no opportunity to engage the lead was taken.
Riya Kathuria Alex 17:42 · 9:15 24/26

What was good

The caller conducted a thorough and professional conversation, gathering detailed information such as age, education, work experience, and immigration status. They clearly explained the services, steps, and consultation process, and successfully booked a specific consultation date and time with the lead, Alex.

What went wrong

The caller missed opportunities to handle common objections like 'I'll think about it' or 'I'll do it myself,' which could have strengthened the lead's commitment. Otherwise, the call was well managed with no compliance issues or misleading promises.
Riya Kathuria — 18:07 · 0:54 3/26

What was good

The caller clearly introduced themselves and the company, saying, "this is Zia from Evernorth Immigration." The caller was polite and agreed to call back at a more convenient time, showing respect for the lead's availability.

What went wrong

The caller did not ask for the lead's name or any qualifying questions about their immigration status, goals, or background. No next steps were offered or scheduled, and no contact details were confirmed. The call was very brief and did not advance the sales process beyond arranging a callback.
Riya Kathuria Mustafa 18:20 · 1:13 6/24

What was good

The caller introduced themselves and the company clearly and confirmed the lead's identity by name. They successfully scheduled a specific callback time, locking in 6 p.m. tomorrow, which is a positive step for follow-up.

What went wrong

The caller missed multiple opportunities to gather key information such as the lead's immigration status, goals, and eligibility. There was no attempt to present programs, explain next steps, or offer a paid consultation. The call ended abruptly without confirming contact details or summarizing agreements.
Riya Kathuria Samrat 18:34 · 11:38 23/26

What was good

The caller conducted a thorough and professional conversation, confirming detailed client information and clearly explaining the PR pathways and consultation process. They effectively handled the lead's hesitation by offering to send information via WhatsApp and summarized the agreements well.

What went wrong

The caller did not attempt to lock a specific date and time for the consultation, missing an opportunity to secure a commitment. Also, the caller did not address any 'I'll do it myself' objections, though none were raised by the lead.
Riya Kathuria — 18:48 · 0:41 0/0

What was good

The caller clearly identified themselves and the company name at the start, saying "Hi, this is Ria from Evernorth Immigration."

What went wrong

The call went to voicemail and ended quickly without leaving a message, missing an opportunity to engage the lead or provide further information.
Riya Kathuria Tarun 18:51 · 9:45 21/26

What was good

The caller effectively introduced themselves and the company, confirming the lead's details thoroughly and explaining the PR process clearly. They presented the consultation service professionally, including the RCIC license and refund policy, which builds trust.

What went wrong

The caller did not handle common objections like 'I'll think about it' or 'I'll do it myself,' nor did they lock in a specific consultation date or summarize agreements at the end. These missed opportunities could improve conversion rates.
Riya Kathuria — 19:01 · 0:12 0/0

What was good

The call was too short to evaluate any sales activity or compliance. No conversation took place.

What went wrong

No meaningful interaction occurred; the caller did not engage or attempt to introduce themselves.
Riya Kathuria — 19:06 · 0:28 0/0

What was good

The caller clearly identified themselves and the company name, saying "Hi, this is Ria from Evernorth Immigration."

What went wrong

The call went to voicemail and no message was left, so no opportunity to engage or qualify the lead was taken.
Riya Kathuria Ayush 19:09 · 0:38 4/26

What was good

The caller introduced themselves and the company clearly, saying 'B from Evernorth Immigration' and addressed the lead by name, 'Hi Ayush.' They respected the lead's situation by agreeing to call back later and confirmed the phone number to use.

What went wrong

The caller did not gather any information about the lead's immigration goals, status, or background, nor did they present any program or next steps. The call ended without scheduling a follow-up time or confirming contact details beyond the phone number. More engagement and qualification are needed in future calls.
Riya Kathuria — 19:13 · 0:13 0/0

What was good

The call was handled professionally given it went to voicemail. No message was left, so no further action was taken.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead or provide a callback number.
Riya Kathuria — 19:14 · 2:25 5/26

What was good

The caller introduced herself and the company clearly and confirmed the lead's name, showing attention to detail. She also confirmed contact details by asking about the email ID, which is important for follow-up. No illegal promises were made during the call, maintaining compliance.

What went wrong

The caller did not explore any immigration details or goals, missing a chance to engage the lead meaningfully. The conversation ended without offering a next step or locking a follow-up appointment, and the lead turned out to be a wrong contact, which could have been clarified earlier. The call lacked any presentation of services or handling of objections.
Riya Kathuria — 19:27 · 0:46 0/0

What was good

The caller clearly identified themselves and the company name in the voicemail greeting, saying "Hi, this is Rhea from Evernorth Immigration."

What went wrong

The call went to voicemail and no message was left, so there was no opportunity to engage the lead or advance the sales process.
Riya Kathuria — 19:30 · 0:10 0/0

What was good

The call reached voicemail promptly, avoiding unnecessary wait time. The system correctly identified the line as uninitialized, preventing wasted effort.

What went wrong

No message was left on the voicemail, missing an opportunity to engage the lead or provide a callback number.
Riya Kathuria Manan 19:36 · 7:59 22/26

What was good

The caller introduced themselves clearly and gathered detailed information from Manan, including age, education, and work experience. They explained the immigration pathways and the consultation process thoroughly, including the involvement of a licensed consultant, and handled objections professionally.

What went wrong

The caller did not confirm contact details or lock in a specific date and time for the consultation. Also, there was no clear summary of agreements at the end, which could have helped clarify next steps for the lead.
Riya Kathuria — 19:49 · 0:10 0/0

What was good

The caller correctly identified that the call was forwarded to an uninitialized voicemail service and did not waste time trying to engage further.

What went wrong

No message was left on the voicemail, which could have been useful to prompt a callback from the lead.
Riya Kathuria — 19:54 · 0:19 0/0

What was good

The caller clearly identified themselves and the company in the voicemail greeting, saying "Hi, this is Ria from Evernorth Immigration."

What went wrong

The call went to voicemail, so no live conversation or sales activity occurred. No message was left by the caller for the lead to respond to.
Riya Kathuria Jonathan 20:07 · 13:15 21/26

What was good

The caller conducted a thorough needs assessment, asking detailed questions about Jonathan's age, education, work experience, and immigration status. They clearly explained the services, steps, and consultation process, including the licensed consultant's involvement and the $99 consultation fee, which builds trust and transparency.

What went wrong

The caller did not handle any objections such as 'I'll think about it' or 'I'll do it myself,' missing an opportunity to address potential hesitations. Also, no specific date or time for the consultation was locked, and the call ended without summarizing the agreements, which could reduce commitment and clarity for the lead.
Riya Kathuria — 20:40 · 0:46 0/0

What was good

The caller reached the voicemail promptly and identified the company clearly as Evernorth. This ensures the lead knows who is calling even if not answered.

What went wrong

No message was left after the voicemail greeting, missing an opportunity to engage the lead or provide a callback number.
Riya Kathuria Ria 20:42 · 12:57 20/26

What was good

The caller introduced herself clearly and gathered detailed information about the lead's profile, including age, education, language skills, and work experience. She thoroughly explained the PR pathways, consultation process, and the role of the licensed consultant, providing transparency and building trust.

What went wrong

The caller did not handle common objections like 'I'll think about it' or 'I'll do it myself,' nor did she confirm contact details or lock in a specific consultation date and time. Additionally, the call ended without summarizing the agreements, missing an opportunity to reinforce next steps and commitment.
data check · 10 calls not matched to a lead · 32 leads unassigned · reached counts every answered call, voicemail included