Call Notes Customer Psyche Dashboard
The "Overwhelmed Daughter" is validated and sharpened: name inference gives us 32 daughters vs 16 sons (2:1 ratio). Area code data reveals 19% of callers have out-of-area numbers — nearly double the 13% estimated from note text alone. Top codes: 415/916 (NorCal), 360 (Washington), 510 (East Bay), 303 (Colorado), 808 (Hawaii). These callers are flying in under deadline — their urgency is structurally higher.
Furniture (115) and Tools/Garage (66) dominate. But Silver/Crystal (38), Collectibles (46) and Jewelry (33) signal premium estates. High-value item mentions should trigger the "Your Mother's House Deserves This" positioning from the first touchpoint.
70 deals mention mom vs 33 dad — mom-loss is the dominant grief trigger. One training question for the sales team ("Who passed, or are they moving?") would unlock segmentation for personalized follow-up across all channels.
Each dot = one won deal. Language similarity (TF-IDF + PCA). Color = archetype. Hover for snippet.
Deals scoring furthest from cluster center — unusual language that doesn't fit the archetypes.
29 sibling-caller wins (8%). One sibling coordinating for others: "You're the one handling this. We make it easier to explain to everyone else."
63 wins via realtor referral = 17% of all wins. No dedicated B2B creative exists. A co-branded "We handle the contents, you handle the sale" one-pager = force multiplier.
Median close 17 days. Customers decide before they call. "We'll Take It From Here" is right — reinforce fast relief, don't explain the process.
| 📞 BEFORE — What They Say When They Call | ⭐ AFTER — What They Write in Reviews |
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The call notes show anxiety, urgency, and uncertainty. The reviews show relief, surprise, and gratitude. The product being sold is not an estate sale — it's the transformation from overwhelmed to done. Every campaign touchpoint should mirror this arc: acknowledge the weight, promise the relief.