Internal tool — prototype with demo data. Not client facing.

Management viewMG

2026-07-30 16:00 · 22 min · Week 6, lesson 6

Phone Consultation

Delivered by Adrianah

Auto-matched89%Awaiting management approval

Demo dataSeeded for prototype review — no live client records.

Pepper
OwnerDana WhitfieldTrainerAdrianah

Session summary

Generated from the matched recording.

Client raised cancellation and refund intent during a wrap-up call. Flagged urgent for management; not published to the trainer.

Skills taught

None recorded.

Homework issued

  • None recorded.

Client progress

Kept separate from trainer execution.

Client confidence (self-reported)
2/5
Closing standard
Closing questions asked
Owner concerns raised
• Cancellation or refund intent — raised
Open Pepper's record

Not graded under SOP v1.2

Lesson grading rubric

Calls are not lessons — skipped under SOP v1.2 (Section 1.1).