Conversation Review

Real Shadow Beta conversations — grade each AI Shadow turn.

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Leslie Pericon

ProspectOther

Get Started

Jul 22, 2026, 1:45:42 AM UTC
Revenue AI — SHADOW (not sent)

Appreciate you reaching out. Just so I point you the right way, what part are you looking to get started with?

Details

Primary intent: vague_or_unclear

Intent strength: low

Objective: clarify_message

Objection type / stage:

Missing discovery context: Their liquid capital and credit score, with specific numbers

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
ProspectOther

Hey Andrew how are you?

Jul 22, 2026, 1:45:43 AM UTC
Revenue AI — SHADOW (not sent)

Doing well, thanks for reaching out! I'm on Josh's team, helping folks get pointed in the right direction. When you said "get started," what were you looking to get going with?

Details

Primary intent: vague_or_unclear

Intent strength: low

Objective: clarify_message

Objection type / stage:

Missing discovery context: Why sober living matters to them — their motivation for pursuing this

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
ProspectOther

I am interested in the sober living business

Jul 22, 2026, 1:45:56 AM UTC
Revenue AI — SHADOW (not sent)

Awesome, glad you reached out. Quick one so I know where you're at, what do you have available in liquid capital to put toward getting a home started?

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: discover_context

Objection type / stage:

Missing discovery context: Why sober living specifically — what's drawing them to it

Discovery prompt: Use all existing exact, threshold, range, and contextual financial evidence before asking again. Ask only the minimum clarification necessary to determine qualification. Never restart financial discovery from zero when conversation history already contains partial evidence. Do not fabricate an exact amount from a range or yes/no affirmation.

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
Historical human replyOther

Hey Leslie, I am good, how about yourself?

Jul 22, 2026, 1:02:39 PM UTC
Historical human replyOther

Out of curiosity, what drew you towards sober living?

Jul 22, 2026, 1:02:42 PM UTC
ProspectOther

The money 😂🫣.. really though I own My own properties and maybe I can increase my cash flow by beds instead of by rooms etc

Jul 23, 2026, 5:45:06 AM UTC
Revenue AI — SHADOW (not sent)

Ha, fair enough, and makes sense you'd look at it that way with properties already in hand. On something like this, would you be the one calling the shots, or is there someone else in the mix on decisions?

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: discover_context

Objection type / stage:

Missing discovery context: Liquid capital and credit score with specific numbers

Discovery prompt: Treat this field as known once it is clear whether the prospect can make the decision alone or whether a spouse, partner, investor, family member, or other person is involved. If another decision-maker is involved, capture who they are. Do not re-ask once this is already clear from conversation history.

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
Historical human replyOther

I hear you haha. How many properties do you currently own?

Jul 23, 2026, 1:22:43 PM UTC
ProspectOther

About 15-20

Jul 23, 2026, 3:05:56 PM UTC
Revenue AI — SHADOW (not sent)

Nice, that's a solid portfolio. When it comes to a decision like this, is it all you or is there a partner or anyone else involved with you?

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: discover_context

Objection type / stage:

Missing discovery context: Liquid capital and credit score with specific numbers

Discovery prompt: Treat this field as known once it is clear whether the prospect can make the decision alone or whether a spouse, partner, investor, family member, or other person is involved. If another decision-maker is involved, capture who they are. Do not re-ask once this is already clear from conversation history.

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
Historical human replyOther

Okay sweet

Jul 23, 2026, 3:07:13 PM UTC
Historical human replyOther

Usually takes about 90 days to start cash flowing with your first property

Jul 23, 2026, 3:07:18 PM UTC
Historical human replyOther

How soon were you looking to start the process of setting up your first property?

Jul 23, 2026, 3:07:20 PM UTC
ProspectOther

I’m ready. How does it work or how will it work?

Jul 24, 2026, 5:04:04 AM UTC
Revenue AI — SHADOW (not sent)

Nice. Short version, it's a 6 month mentorship with Andrew covering starting, filling, and scaling a home, so training, market research, operating docs, and weekly group coaching along the way. Best next step is a quick call to walk through your situation, want me to get you set up with Josh?

Details

Primary intent: question

Intent strength: medium

Objective: answer_question

Objection type / stage:

Missing discovery context: Specific liquid capital available and credit score

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
Historical human replyOther

Why don't we do this, are you open to meeting with one of my partners to show you everything I do in greater detail? If things make sense and you want to move forward he’ll help in building out your step-by-step plan to get started and connect you with me

Jul 24, 2026, 8:26:38 AM UTC
ProspectOther

Hi

Jul 30, 2026, 12:10:35 AM UTC
Historical human replyOther

Hi Leslie😅

Jul 30, 2026, 12:12:07 AM UTC
Historical human replyOther

Did you get my previous message?

Jul 30, 2026, 12:12:13 AM UTC
ProspectOther

Hi yes

Jul 30, 2026, 12:37:42 AM UTC
ProspectOther

I did 👍

Jul 30, 2026, 12:37:46 AM UTC
ProspectOther

Lol

Jul 30, 2026, 12:37:48 AM UTC
Historical human replyOther

Let me know your email and phone no.?

Jul 30, 2026, 12:38:47 AM UTC
Historical human replyOther

What time zone are you in?

Jul 30, 2026, 12:39:02 AM UTC
ProspectOther

Jdtlimitedllc@gmail.com

Jul 30, 2026, 11:49:05 AM UTC
ProspectOther

7186644911

Jul 30, 2026, 11:49:12 AM UTC
ProspectOther

New York

Jul 30, 2026, 11:49:19 AM UTC
Historical human replyOther

He can do 2pm or 6pm EST tomorrow, will be an hour long over Zoom, need you on a laptop with a pen and paper, let me know which one works best?

Jul 30, 2026, 11:55:21 AM UTC
ProspectOther

Can we do Monday?

Jul 30, 2026, 2:29:24 PM UTC
Revenue AI — SHADOW (not sent)

I have Wednesday at 12:00 PM or Wednesday at 2:00 PM open, does either work?

Details

Primary intent: scheduling_request

Intent strength: medium

Objective: offer_scheduling_slots

Objection type / stage:

Missing discovery context: Their liquid capital and credit score with specific numbers

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: deterministic_template

Qualification status: unknown

Disqualification reason:

Verdict
Historical human replyOther

Okay, same times. 2pm or 6pm on Monday?

Jul 30, 2026, 2:32:33 PM UTC
ProspectOther

6

Jul 30, 2026, 2:45:53 PM UTC
Automated/CRM messageEmail
Jul 30, 2026, 2:46:54 PM UTC
Automated/CRM messageSMS
Jul 30, 2026, 2:46:55 PM UTC
Historical human replyOther

Let me know once you get the invite?

Jul 30, 2026, 2:46:56 PM UTC
ProspectOther

I got it

Jul 30, 2026, 2:48:32 PM UTC
Automated/CRM messageOther
Jul 30, 2026, 2:48:50 PM UTC
Historical human replyOther

A deep-dive into the sober living business model: https://www.youtube.com/watch?v=oDLZLlHuQcg Sober Living Program Walkthrough - https://go.soberlivingriches.com/appt-confirmation

Jul 30, 2026, 2:48:55 PM UTC
Historical outboundCall

[Outbound call, no transcript fetched]

Jul 30, 2026, 2:51:49 PM UTC
Historical outboundEmail
Jul 31, 2026, 10:01:31 PM UTC
Historical outboundEmail
Aug 1, 2026, 2:03:38 PM UTC
Historical outboundEmail
Aug 1, 2026, 4:03:05 PM UTC
Historical outboundEmail
Aug 1, 2026, 10:00:19 PM UTC
Historical outboundEmail
Aug 3, 2026, 2:04:08 PM UTC
Historical human replySMS

Do you have the Zoom link for our call?

Aug 3, 2026, 2:09:50 PM UTC
Historical outboundEmail
Aug 3, 2026, 2:09:51 PM UTC
ProspectSMS

Hi can we reschedule?

Aug 3, 2026, 2:33:52 PM UTC
Revenue AI — SHADOW (not sent)

Hey, no problem at all, happy to get you rescheduled. Before I do, what does your funding situation look like right now for getting a home started?

Details

Primary intent: scheduling_request

Intent strength: high

Objective: discover_context

Objection type / stage:

Missing discovery context: how much liquid capital they have available, with a specific number

Discovery prompt: Use all existing exact, threshold, range, and contextual financial evidence before asking again. Ask only the minimum clarification necessary to determine qualification. Never restart financial discovery from zero when conversation history already contains partial evidence. Do not fabricate an exact amount from a range or yes/no affirmation.

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
Historical outboundEmail
Aug 3, 2026, 3:02:18 PM UTC
Historical human replySMS

Let me check, any particular reason you want to reschedule?

Aug 3, 2026, 4:21:01 PM UTC
ProspectSMS

Is just my scheduled for a little cranked up

Aug 3, 2026, 4:30:04 PM UTC
Revenue AI — SHADOW (not sent)

Ha, no worries at all. Just want to make sure I follow you, is it that your schedule's too packed right now to make that time work?

Details

Primary intent: vague_or_unclear

Intent strength: low

Objective: clarify_message

Objection type / stage:

Missing discovery context: How much liquid capital they have available to put toward leasing a property

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
Historical human replySMS

Can you do 8pm EST instead?

Aug 3, 2026, 4:48:49 PM UTC
Historical human replySMS

So that's pushed back by 2 hours

Aug 3, 2026, 4:49:02 PM UTC
Historical human replySMS

?

Aug 3, 2026, 6:26:00 PM UTC
Automated/CRM messageEmail
Aug 3, 2026, 8:00:12 PM UTC
Historical human replySMS

Automated Reminder: Your ZOOM call with Sober Living Riches is in 2 hours at 3:00 PM  PDT. We just sent you an email with the zoom link (please check your junk/spam just in case). As a reminder, please join from a device with a large monitor so we can share our screen as we review your goals & potential income with sober living. Talk soon!

Aug 3, 2026, 8:00:13 PM UTC
Automated/CRM messageEmail
Aug 3, 2026, 9:59:01 PM UTC
Historical human replySMS

Automated Reminder: Your Zoom call with Sober Living Riches is starting now! We just sent you another email with all your appointment information & the zoom link. You can join here: https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1

Aug 3, 2026, 9:59:02 PM UTC
Historical outboundCall

[Outbound call, 5s, completed, no transcript fetched]

Aug 3, 2026, 10:06:37 PM UTC
Historical human replyOther

Hey Leslie, my partner told me you needed to reschedule your call, what happened on our scheduled time?

Aug 4, 2026, 3:13:34 PM UTC
Historical outboundCall

[Outbound call, 39s, completed, no transcript fetched]

Aug 4, 2026, 3:13:53 PM UTC
Historical human replySMS

Hey Leslie, this is Peter with Andrew Lamb's team. Saw you missed your appointment yesterday, what exactly happened?

Aug 4, 2026, 3:14:31 PM UTC
Historical outboundCall

[Outbound call, 41s, completed, no transcript fetched]

Aug 4, 2026, 3:14:40 PM UTC