Conversation Review

Real Shadow Beta conversations — grade each AI Shadow turn.

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LaTanya Giles

ProspectOther

Get Started

Jul 10, 2026, 1:19:14 AM UTC
Revenue AI — SHADOW (not sent)

No reply drafted — routed to disqualify instead.

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: disqualify_lead

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: disqualified

Disqualification reason: dependent_funder_uninvolved

Verdict
ProspectOther

Guide

Jul 10, 2026, 1:19:15 AM UTC
Revenue AI — SHADOW (not sent)

Appreciate you reaching out. Just so I point you the right way, what are you looking for a guide on exactly?

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: disqualified

Disqualification reason:

Verdict
Historical human replyOther

Hey! Saw you reached out for help with Sober Living, do you already have experience with real estate or looking to break into it?

Jul 10, 2026, 1:19:32 AM UTC
Historical human replyOther

Hey! Just making sure my message came through. What originally caught your eye about sober living homes?

Jul 10, 2026, 1:39:34 AM UTC
ProspectOther

Family history of addiction. This is something my sister and I are very serious about

Jul 10, 2026, 1:47:43 AM UTC
Revenue AI — SHADOW (not sent)

That's a real reason to get into this, appreciate you sharing it. Where are you and your sister thinking about starting, area wise?

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 there is useful context about where or how the prospect plans to start, such as target city/state, owning versus leasing, an existing property, or a property they are considering. Do not require every detail. Do not re-ask if enough context already exists to continue the sale.

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
ProspectOther

We are looking to break into this. We are in Florida.

Jul 10, 2026, 1:48:04 AM UTC
Revenue AI — SHADOW (not sent)

No reply drafted — routed to disqualify instead.

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: disqualify_lead

Objection type / stage:

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

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: disqualified

Disqualification reason: dependent_funder_uninvolved

Verdict
Historical human replyOther

That is a really meaningful reason to step into this, and it is a very common motivation I hear. For you personally, what would be the main goal with starting a sober living home in Florida?

Jul 10, 2026, 1:49:16 AM UTC
Historical human replyOther

Hey! Just checking in. You mentioned you're interested in starting a sober living home. Would love to keep the conversation going?

Jul 10, 2026, 2:09:18 AM UTC
ProspectOther

Yes

Jul 10, 2026, 3:20:44 AM UTC
Revenue AI — SHADOW (not sent)

Awesome, glad you're still in. Just so I'm clear, was that a yes to keeping things moving, or were you answering the question about your main goal with the home in Florida?

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, with a specific number

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: unknown

Disqualification reason:

Verdict
ProspectOther

Family history of addiction. This is something my sister and I are very serious about

Jul 10, 2026, 3:21:00 AM UTC
Revenue AI — SHADOW (not sent)

No reply drafted — routed to disqualify instead.

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: disqualify_lead

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: disqualified

Disqualification reason: dependent_funder_uninvolved

Verdict
Historical human replyOther

That is a powerful reason to get into this, and building a sober living home in Florida is very achievable with the right plan. What do you feel is the biggest thing in the way of getting your first home started right now?

Jul 10, 2026, 3:21:41 AM UTC
ProspectOther

Finances

Jul 10, 2026, 4:08:24 AM UTC
Revenue AI — SHADOW (not sent)

Got it, that's a common one. Setting finances aside for a sec, if the money side were handled tomorrow, is this something you and your sister would be ready to move on now, or is it more of a someday thing?

Details

Primary intent: objection

Intent strength: medium

Objective: isolate_objection

Objection type / stage: price / stated

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

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: disqualified

Disqualification reason:

Verdict
Historical human replyOther

Money is usually the biggest sticking point for people starting out, so that makes sense. For this to feel truly worth it for you and your sister, about how much would you want to be bringing in each month from a home?

Jul 10, 2026, 4:08:54 AM UTC
ProspectOther

At least $5500-to more?

Jul 10, 2026, 4:49:35 AM UTC
Revenue AI — SHADOW (not sent)

Got it, thanks. Just so you know, I don't have specifics I can confirm on income numbers from here.

Details

Primary intent: question

Intent strength: low

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

Okay, that makes sense. Are you actually wanting guidance with this so that making 5,500 or more per month becomes real for you?

Jul 10, 2026, 4:50:07 AM UTC
ProspectOther

Yes

Jul 10, 2026, 9:59:12 AM UTC
Revenue AI — SHADOW (not sent)

Got it. On the finances side, what kind of number do you and your sister have available to put toward getting the first home going right now?

Details

Primary intent: interested_advancing

Intent strength: medium

Objective: diagnose_objection

Objection type / stage: price / isolated

Missing discovery context: How much liquid capital they actually have available to start

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: disqualified

Disqualification reason:

Verdict
Historical human replyOther

I assume you have 3-8k to put towards leasing a property and a 600+ credit score?

Jul 10, 2026, 9:59:46 AM UTC
Historical human replyOther

Nice. Why do we not do this, are you open to meeting with one of my partners so they can walk you through what we do in detail and map out a step by step plan to get you to that $5,500 plus per month?

Jul 10, 2026, 9:59:53 AM UTC
ProspectOther

Yes

Jul 10, 2026, 10:51:00 AM UTC
Revenue AI — SHADOW (not sent)

Awesome. Before I get you connected with Josh, where do you actually land on that 3-8k right now, closer to the lower end or the higher end?

Details

Primary intent: interested_advancing

Intent strength: high

Objective: diagnose_objection

Objection type / stage: price / isolated

Missing discovery context: When they want to actually get started, their timeline and bandwidth

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: disqualified

Disqualification reason:

Verdict
Historical human replyOther

Awesome. Here is the link to book your call: https://app.saleskick.com/form-6SpgLZsCgiSvuNc4QqPctW/charlie

Jul 10, 2026, 10:51:25 AM UTC
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 10, 2026, 11:54:31 AM UTC
ProspectOther

Yes

Jul 10, 2026, 12:21:40 PM UTC
Revenue AI — SHADOW (not sent)

No reply drafted — routed to human_review instead.

Details

Primary intent: scheduling_request

Intent strength: medium

Objective: hold_for_human

Objection type / stage: price / isolated

Missing discovery context: A specific liquid capital figure they have available to put toward leasing a property

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: human_review

Qualification status: disqualified

Disqualification reason:

Verdict
Historical human replyOther

Let me know your email and phone no.?

Jul 10, 2026, 12:38:20 PM UTC
Historical human replyOther

He can do 5pm or 8pm 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 10, 2026, 12:38:48 PM UTC
ProspectOther

Tanyagiles74@gmail.com Tomorrow won’t work for me

Jul 10, 2026, 12:54:49 PM UTC
Historical human replyOther

How about 2pm or 5pm EST on Monday?

Jul 10, 2026, 1:13:40 PM UTC
ProspectOther

I’m actually on vacation but I’ll be back on 7/20

Jul 10, 2026, 3:12:14 PM UTC
Historical human replyOther

Alright you can reach back, will see what time slots are open. Not sure of schedule that far out

Jul 10, 2026, 4:10:03 PM UTC
ProspectOther

Hey!

Jul 22, 2026, 12:22:48 AM UTC
ProspectOther

Can we meet to do a Zoom soon?

Jul 22, 2026, 12:23:00 AM UTC
Historical human replyOther

Het

Jul 22, 2026, 12:52:36 AM UTC
Historical human replyOther

He can do 4pm or 5pm 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 22, 2026, 12:52:50 AM UTC
ProspectOther

Can my sister attend with me and do you have anything on Saturday or Sunday evening?

Jul 22, 2026, 1:38:56 AM UTC
Revenue AI — SHADOW (not sent)

Totally fine for your sister to join. Before I check weekend availability, one thing I need to ask, what do you have available in liquid capital to get started with?

Details

Primary intent: scheduling_request

Intent strength: medium

Objective: discover_context

Objection type / stage:

Missing discovery context: Whether the sister is part of the decision and bought in

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

Yes she can attend

Jul 22, 2026, 3:51:12 AM UTC
Historical human replyOther

What about 11am or 4pm EST on Saturday?

Jul 22, 2026, 3:51:53 AM UTC
ProspectOther

4 pm

Jul 22, 2026, 4:44:18 AM UTC
Historical human replyOther

What's your phone number?

Jul 22, 2026, 7:32:17 AM UTC
Automated/CRM messageEmail
Jul 22, 2026, 7:32:37 AM UTC
ProspectOther

239-895-1154

Jul 22, 2026, 11:43:24 AM UTC
Automated/CRM messageOther
Jul 22, 2026, 12:25:20 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://soberlivingriches.com/case-studies

Jul 22, 2026, 12:25:24 PM UTC
Automated/CRM messageEmail
Jul 22, 2026, 12:27:08 PM UTC
Automated/CRM messageSMS
Jul 22, 2026, 12:27:09 PM UTC
ProspectOther

Will do!

Jul 22, 2026, 2:07:11 PM UTC
Historical outboundEmail
Jul 22, 2026, 8:01:03 PM UTC
Historical outboundEmail
Jul 23, 2026, 12:00:56 AM UTC
Historical outboundEmail
Jul 23, 2026, 4:00:07 AM UTC
Historical outboundEmail
Jul 23, 2026, 10:00:27 AM UTC
Historical outboundEmail
Jul 23, 2026, 11:02:51 AM UTC
Historical outboundEmail
Jul 23, 2026, 2:03:15 PM UTC
Historical outboundEmail
Jul 23, 2026, 8:07:33 PM UTC
Historical outboundEmail
Jul 24, 2026, 12:00:11 AM UTC
Historical outboundEmail
Jul 24, 2026, 8:02:41 AM UTC
Automated/CRM messageSMS
Jul 24, 2026, 8:00:33 PM UTC
Historical human replySMS

Do you have the Zoom link for our call?

Jul 24, 2026, 8:02:35 PM UTC
Historical outboundEmail
Jul 24, 2026, 8:02:36 PM UTC
ProspectSMS

No, can you resend it?

Jul 24, 2026, 8:12:17 PM UTC
Historical outboundEmail
Jul 25, 2026, 12:00:52 AM UTC
Historical outboundEmail
Jul 25, 2026, 4:01:44 AM UTC
Historical outboundEmail
Jul 25, 2026, 8:01:27 AM UTC
Historical outboundEmail
Jul 25, 2026, 10:01:36 AM UTC
Historical human replySMS

https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1

Jul 25, 2026, 12:46:57 PM UTC
Historical outboundEmail
Jul 25, 2026, 1:01:26 PM UTC
Automated/CRM messageEmail
Jul 25, 2026, 6:01:36 PM UTC
Historical human replySMS

Automated Reminder: Your ZOOM call with Sober Living Riches is in 2 hours at 1:00 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!

Jul 25, 2026, 6:01:37 PM UTC
Automated/CRM messageEmail
Jul 25, 2026, 7:59:02 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

Jul 25, 2026, 7:59:03 PM UTC
ProspectSMS

Hello- What day do you have available after Tuesday next week? We would like to schedule meeting with you anytime after 6:00 pm.

Jul 25, 2026, 9:11:28 PM UTC
Revenue AI — SHADOW (not sent)

No reply drafted — routed to disqualify instead.

Details

Primary intent: scheduling_request

Intent strength: high

Objective: disqualify_lead

Objection type / stage:

Missing discovery context: Whether the prospect has liquid capital and credit available to start, with specific numbers

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: disqualified

Disqualification reason: dependent_funder_uninvolved

Verdict
Historical human replySMS

💪💪 Pumped to talk with you! Just emailed you this link with a little more info to review before our zoom call. Please make sure you review before we connect: https://go.soberlivingriches.com/appt-confirmation

Jul 25, 2026, 9:11:32 PM UTC
Historical outboundEmail

Thanks for confirming your call with us! PS: And here's the quick video to watch before the call: https://go.soberlivingriches.com/appt-confirmation (https://links.soberlivingriches.com/email-tracking/f6d12cff4b1?contactId=yjLlwFB4ZvEyXwkVunu9&utm_source=email&utm_medium=email marketing)

Jul 25, 2026, 9:11:32 PM UTC
ProspectSMS

Thank you

Jul 25, 2026, 9:11:59 PM UTC
ProspectSMS

Are you available on Wednesday or Thursday of next week around 6:00 pm?

Jul 25, 2026, 9:13:55 PM UTC
ProspectOther

Good morning: We wanted to do a follow up call with you.

Jul 30, 2026, 2:25:41 PM UTC
Historical human replyOther

I am super busy with travelling and my daughter's cheer season currently, how was your call with Josh?

Jul 30, 2026, 2:26:23 PM UTC
ProspectOther

No problem. It was good! I messaged him for the 2nd meeting but he hasn’t responded back yet. Can you reach out to him to have him contact me? We are highly motivated about this.

Jul 30, 2026, 2:37:09 PM UTC
Historical human replyOther

I spoke to him, he is happy to reschedule. Just wants to ensure what happened the last time doesn't repeat, you guys can all show up on time in a quiet room with distractions?

Jul 30, 2026, 2:43:33 PM UTC
ProspectOther

Yes, we definitely apologized for that and it won’t happen again.

Jul 30, 2026, 2:50:18 PM UTC
Historical human replyOther

No worries, does 2pm or 7pm EST on Monday work?

Jul 30, 2026, 3:38:20 PM UTC
ProspectOther

7 pm

Jul 30, 2026, 4:18:35 PM UTC
Automated/CRM messageEmail
Jul 30, 2026, 4:21:02 PM UTC
Automated/CRM messageSMS
Jul 30, 2026, 4:21:04 PM UTC
Historical human replyOther

Let me know once you get the invite?

Jul 30, 2026, 4:21:07 PM UTC
ProspectSMS

Thank you

Jul 30, 2026, 4:21:52 PM UTC
ProspectOther

I got it. Thank you again.

Jul 30, 2026, 5:06:22 PM UTC
Historical outboundCall

[Outbound call, no transcript fetched]

Jul 30, 2026, 5:11:30 PM UTC
Historical outboundEmail
Jul 31, 2026, 11:01:56 PM UTC
Historical outboundEmail
Aug 1, 2026, 2:03:56 PM UTC
Historical outboundEmail
Aug 1, 2026, 5:01:33 PM UTC
Historical outboundEmail
Aug 1, 2026, 11:00:33 PM UTC
Historical outboundEmail
Aug 3, 2026, 2:06:54 PM UTC
Historical human replySMS

Do you have the Zoom link for our call?

Aug 3, 2026, 2:11:01 PM UTC
Historical outboundEmail
Aug 3, 2026, 2:11:03 PM UTC
ProspectSMS

Yes but please resend just in case

Aug 3, 2026, 2:18:48 PM UTC
Historical outboundEmail
Aug 3, 2026, 4:02:36 PM UTC
Automated/CRM messageEmail
Aug 3, 2026, 9:01:21 PM UTC
Historical human replySMS

Automated Reminder: Your ZOOM call with Sober Living Riches is in 2 hours at 4:00 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, 9:01:22 PM UTC
Automated/CRM messageEmail
Aug 3, 2026, 10:59:01 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, 10:59:02 PM UTC
Historical human replySMS

Josh

Aug 3, 2026, 11:43:49 PM UTC
ProspectSMS

Got it!

Aug 3, 2026, 11:44:04 PM UTC
Historical human replyOther

Hope you're good, how was your call with Josh?

Aug 3, 2026, 11:47:58 PM UTC
ProspectOther

It went wonderful!! My brother wasn’t able to attend but we need to talk to my brother(and this will not be any pressure). We are going to meet again on Saturday. My sister asked for some information that entails everything that’s included in the $9800. Josh is awesome!!

Aug 3, 2026, 11:49:50 PM UTC
Revenue AI — SHADOW (not sent)

Love that! I don't have anything on the $9,800 specifically that I can confirm from here, so I don't want to guess. At a high level it's a 6-month mentorship covering starting, filling, and scaling a home, training, market research, operating and licensing docs, community, and weekly group coaching. Want me to get you back on Josh's calendar after Saturday so he can walk your brother and sister through the details?

Details

Primary intent: question

Intent strength: medium

Objective: answer_question

Objection type / stage:

Missing discovery context: whether her brother and sister are financially bought in or just advising

Discovery prompt:

Offer positioning: validate_fit_then_call

Execution route: constrained_llm

Qualification status: disqualified

Disqualification reason:

Verdict
Historical human replyOther

Love to hear it, what questions do you have for more in the meantime?

Aug 4, 2026, 12:23:07 AM UTC
Historical human replySMS

Hey Latanya, just sent over an email breakdown. Let me know once you receive it?

Aug 4, 2026, 2:38:15 PM UTC
ProspectSMS

Got it! Thank you. I just shared with Nekesha and Brian.

Aug 4, 2026, 2:42:13 PM UTC