Rachel Patel

Called by Tom Hayes2023 Audi A3 SportbackFollow UpSat, 12 Sept 2026
Score
7.1/10
Compliance
Fail
Length
4m 45s
Cases
3

Call analysis

0:00 / 4:45

Compliance and data

Fail

Finance figures discussed before the IDD was issued.

Relationship and manner

8.5/10

Warm and confident; built good rapport with Rachel.

Needs discovery

8/10

Found her budget, timing and how she’ll use the car.

Lifestyle value capture

6.5/10

Linked the A3 to her commute, not yet to family use.

Vehicle knowledge

9/10

Clear answers on trims, range and running costs.

Objection handling

5.5/10

Price hesitation acknowledged but not fully answered.

Next steps control

4/10

Call ended without a confirmed next step.

Appointment and engagement

7/10

Test drive offered for Saturday; Rachel to confirm.

Digital walkthrough

8.5/10

Sent a personal walkaround video of the A3 the same day.

Call summary by Leo

Rachel is keen on the A3, and Tom built good rapport and knew the car well. Two things to fix: finance figures came before the IDD was issued, and the call ended without a confirmed test drive. A coaching case for Tom on closing the next step is ready.

Details

Customer

Rachel Patel

Contact number

+44 7700 900527

Sales executive

Vehicle

2023 Audi A3 Sportback

Call type

Follow Up

Call scope

customer

Direction

Routing

Completed

Date

Sat, 12 Sept 2026

Duration

4m 45s

Department

Sales

Cases

3

AI confidence

88%

Compliance