Module 1 — Online Lead Handling Personality: Busy Resistance: Medium
Example Transcript

Online Lead — Price Shopper

Train with a prospect focused mainly on price and numbers. The agent answers directly, then widens the conversation to uncover budget, lender timing, and property needs.

Prospect
What's the price of that house?
Agent
It's listed at $719,900. Are you comparing homes in that range, or are you trying to stay lower than that?
Prospect
Lower, ideally. That's why I asked.
Agent
Got it. What's the range you're trying to stay within?
Prospect
Around $650k.
Agent
That helps. Are you looking in this area specifically, or are you open if the numbers make more sense elsewhere?
Prospect
Open, as long as it's not too far out.
Agent
Makes sense. Are you renting right now or do you already own?
Prospect
Renting.
Agent
Okay. So part of this is figuring out what actually fits your budget before you make a move.
Prospect
Exactly.
Agent
Have you already connected with a lender so you know what the payment range looks like, or are you still before that stage?
Prospect
Meeting with one next week.
Agent
Perfect. That timing actually helps. Once you have that conversation, you'll probably have a clearer sense of whether you're staying near $650k or adjusting.
Prospect
That's the plan.
Agent
Besides price, what's most important in the home itself?
Prospect
Good layout and decent location. I'm not looking for anything fancy.
Agent
Understood. If I send you a few options that are more realistic for the range you're trying to stay in, would that help while you prepare for the lender meeting?
Prospect
Yeah, that would be useful.
AI Evaluation

Session Evaluation

Discovery Coverage

Timeline Discussed
Motivation Discussed
Property Needs Discussed
Financing Discussed
Decision Makers Identified
Next Step Attempted

Scores

Conversation Opening8 / 10
Discovery Depth9 / 10
Objection Handling7 / 10
Professional Communication9 / 10
Total Score33 / 40
Training DecisionPASS

Coaching Feedback

Coach Calls Used: 0 Session Duration: 5 minutes Language: English Prospect Personality: Busy Resistance Level: Medium
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