Module 1 — Online Lead Handling Personality: Friendly Resistance: Low
Example Transcript

Online Lead — Just Browsing

Practice engaging a casual online browser without pushing too hard. The agent uncovers a next-year timeline, a need for more space, and a down-payment saving stage — then offers a planning-appropriate next step.

Prospect
I'm just browsing listings.
Agent
Totally fine. Are you browsing casually, or because a move might be on the horizon at some point?
Prospect
At some point, yeah.
Agent
Got it. Are you thinking months from now or more like next year?
Prospect
Probably next year.
Agent
That makes sense. What would likely make the move happen when the time comes?
Prospect
More space, honestly.
Agent
So the current place works for now, but it probably won't feel big enough much longer.
Prospect
Exactly.
Agent
Are you already saving toward that move, or are you still earlier than that?
Prospect
Still saving for the down payment.
Agent
That's helpful to know. That usually changes the kind of guidance that's most useful at this stage.
Prospect
Yeah, I'm not ready to go out and see homes right now.
Agent
No problem. Are you mainly researching neighborhoods and pricing for now, or also trying to figure out what kind of home would solve the space issue best?
Prospect
Both, probably.
Agent
Makes sense. If I sent you a simple shortlist of larger-home options and price ranges to help with planning, would that be useful without making it feel like a sales push?
Prospect
Yeah, that would be fine.
AI Evaluation

Session Evaluation

Discovery Coverage

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

Scores

Conversation Opening9 / 10
Discovery Depth9 / 10
Objection Handling8 / 10
Professional Communication9 / 10
Total Score35 / 40
Training DecisionPASS

Coaching Feedback

Coach Calls Used: 0 Session Duration: 5 minutes Language: English Prospect Personality: Friendly Resistance Level: Low
Practice this scenario

Ready to try it yourself?

Start a live session to practice this scenario with the AI prospect and receive your own 40-point evaluation.