# 08 - Weak Call Calibration

## Purpose

Deliberately poor call. Use this to make sure the evaluator does not over-score product-first behavior, closed questions, vague claims, weak language-policy discipline, and missing action planning.

## Setup

- Persona: James Okafor - Expert Buyer
- Scenario: Full Precision Selling Conversation
- Expected recommendation fit: recommended

## Scenario Context

James is evaluating whether DB makes more sense for retaining full-time store management. He knows DB versus DC mechanics and expects technical precision.

## Language Policy

Do use:

```text
plan design
employer cost per member
retention evidence
accrual rate
source documents
```

Do not use:

```text
best pension
guaranteed
no-brainer
trust me
simple
```

## Bad Rep Lines

1. James, thanks for the time. I will keep this simple because pensions can be confusing. CAAT is basically the best pension option for employers like you.

2. You want better retention, right?

3. Great. The reason everyone likes CAAT is that it is modern, simple, and gives employees a guaranteed retirement outcome.

4. I do not think we need to get too deep into the plan design today. The big picture is that your employees will value it and your competitors probably cannot match it.

5. Implementation is pretty seamless, so I would not worry too much about that.

6. Can we just book a follow-up with your CFO so I can walk them through the same thing?

7. Perfect. I will send you some information and we can close the loop next week.

## Expected Evaluation

This should score low, often 1.5 to 2.5.

The evaluator should identify:

- No POST.
- Mostly closed questions.
- Product-first pitch before discovery.
- Treats James like a generalist.
- Uses prohibited language: best pension, guaranteed, simple, seamless, close/close the loop.
- Weak or manipulative agreement attempt.
- No real action plan, owner, or deadline.