tenantAtlas Minds Demo (atlas-minds-demo)

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(unknown rep) · 7/28/2026, 1:19:43 AM · — ·

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Transcript

SPEAKER_00 [0.00s]: Hi, thanks for taking my call. Just so I have this right, you're Marcus Delgado,
SPEAKER_00 [6.01s]: the operations director at Cedar Ridge Freight, is that correct? Great. And you're in the logistics
SPEAKER_00 [13.40s]: industry, trucking specifically. How big is the team over there? 31 people, got it? And what's
SPEAKER_00 [22.32s]: the main problem you're running into right now? Okay, so dispatch is manual and you're losing
SPEAKER_00 [28.27s]: loads because nobody is answering after 6. That's the core pain point. What are you using today to
SPEAKER_00 [35.40s]: manage it? Just spreadsheets and a shared inbox, understood? Now, in terms of budget, what were
SPEAKER_00 [43.50s]: you thinking monthly? Around 4,500 a month, that works. And on timing, when are you looking to make
SPEAKER_00 [51.87s]: a decision? As soon as possible, this quarter at the latest. One more thing, you mentioned
SPEAKER_00 [59.05s]: financing. How much were you looking for and what would you use it for? $200,000 to buy 6 trucks and
SPEAKER_00 [67.03s]: hire dispatchers. And how long has Cedar Ridge been in business? 9 years. Perfect, I will send that over
SPEAKER_00 [75.79s]: today.

call_analyzer

8
{
  "tips": [
    "When asking about the prospect's current coverage, be more specific and ask for their current carrier name.",
    "To build rapport, try to find common ground or ask follow-up questions that show interest in the prospect's business.",
    "Before sending over a quote, confirm with the prospect if they have any additional information or documents needed."
  ],
  "score": 8,
  "source": "signl_generic"
}

notos

—

Cedar Ridge Freight, a logistics company in the trucking industry, is looking for $200,000 to buy trucks and hire dispatchers. They have been in business for 9 years.

{
  "hubspot": {
    "dealId": "ab722db9-fbcd-48af-a7cc-f9d3c34f6eda",
    "skipped": "crm=harmonia status=200",
    "taskIds": [
      "61f53a94-63f2-443f-a4cf-562d78235d78"
    ],
    "contactId": "859706e2-ef94-473e-96af-e9489ea913e5",
    "callEngagementId": "68acaf60-b18c-4504-800e-199c9d6ee4dd",
    "updatedDealProperties": [
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    ],
    "updatedContactProperties": [
      "first_name",
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    ]
  },
  "summary": "Cedar Ridge Freight, a logistics company in the trucking industry, is looking for $200,000 to buy trucks and hire dispatchers. They have been in business for 9 years.",
  "task_count": 1,
  "deal_updates": {
    "stage": "qualified",
    "amount": 20000000,
    "product": "MCA",
    "currency": "USD",
    "expected_close": "2026-07-31"
  },
  "contact_updates": {
    "phone": "+15125550311",
    "title": "Operations Director",
    "last_name": "Delgado",
    "first_name": "Marcus"
  }
}