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1
+1 (954) 480-1913
Home Services

Homeowner Looking for Fence Installation

60-year old Male Homeowner from Texas Looking for Fence Installation.

Agent Goal:
Qualify Prospect and Provide Quote
2
+1 (954) 539-8873
Home Services

Renter Skipping Apartment Cleanings

21-year old Female Renter from Manhattan Who Skipped Last 3 Bi-weekly Cleanings.

Agent Goal:
Retain At-Risk Customer
3
+1 (954) 645-7395
Home Services

Moving Service Buyer

35-year old from California Who Just Booked Cross-Country Moving Service.

Agent Goal:
Upsell to Insurance and Packing Services
4
+1 (332) 286-4733
Education

Texas A&M University Prospect

17-year old from Austin, applying for Texas A&M University’s 2-year Program.

Agent Goal:
Qualify Prospect and Provide Quote
5
+1 (332) 286-4145
Education

Mom Who Skipped Son’s Tutoring Sessions

35-year old Mom from Minnesota who skipped last 3 tutoring sessions for her 10-year old son.

Agent Goal:
Retain at Risk Customer
6
+1 (332) 286-2531
Insurance

Home Insurance Seeker

40-year old Homeowner from Florida looking for Home Insurance.

Agent Goal:
Qualify to Decide to Connect to Licensed Agent
7
+1 (332) 286-1994
Education

Student Did Not Finish Graduate Course Sign Up

30-year-old signed up for a graduate course, but did not complete signup.

Agent Goal:
Assess Interest, Qualify, and Offer Discount
8
+1 (332) 286-4176
Education

Student Did Not Pay For LSAT Prep

22-year-old signed up for LSAT prep course, but has not made first payment

Agent Goal:
Reaffirm Course Interest and Collect Payment
9
+1 (332) 529-8501
Financial Services

Graduate Looking to Refinance

22 year old college grad from New York looking to refinance and consolidate their student loans.

Agent Goal:
Qualify Prospect and Book Time with Agent
10
+1 (954) 737-2283
Financial Services

Homeowner Looking for Loans

45 year old homeowner looking to take out a loan to build an extension on their home.

Agent Goal:
Qualify Prospect and Book Time with Agent
11
+1 (954) 738-5348
Insurance

Customer Abandons Life Insurance Application

50 year old starts life insurance application online, but abandons mid-way through and hasn’t revisited in 1 week.

Agent Goal:
Assess Qualifications and Offer Delayed Payment Incentive
13
+1 (954) 539-9637
Tax & Legal

Driver in Car Accident Pursuing Legal Action

60 year old driver reaches out after car accident to see if they can pursue legal action against the other driver.

Agent Goal:
Assess Legal Action Needed and Schedule Time with Attorney
14
+1 (332) 286-4221
Tax & Legal

Customer's Card Declines on Tax Services

44 year old signs up for online tax management services, but credit card on file is declined and customer hasn’t logged in since tax season.

Agent Goal:
Retain At-Risk Customer and Extend Their Membership
16
+1 (332) 286-3696
Healthcare

Patient Has An Overdue Dentist Appointment

32 year old patient has failed to schedule a teeth cleaning appointment due 2 months ago.

Agent Goal:
Reschedule Overdue Dentist Appointment
15
+1 (332) 699-6737
Healthcare

Prospect Seeking Elder Care for Their Parent

55 year old New Yorker wants to arrange elder care for their mom.

Agent Goal:
Qualify and Transfer to a Family Advisor
17
+1 (332) 286-2976
Healthcare

Patient Receiving Confirmation Call to Prep for Surgery

38 year old mom having abdominal surgery tomorrow.

Agent Goal:
Remind and Prep Patient for Surgery
18
+1 (332) 286-3527
Hospitality

Traveler Exploring All-Inclusive Resort in St. Lucia

45 year old woman has questions about amenities, food and activities before booking her hotel.

Agent Goal:
Answer Questions About Resort and Collect Info for Hotel Reservation

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