ARC Liquor Harvey · Leadership Demonstration

New Emily turns a wine question into a complete customer experience.

A more natural voice, verified Harvey wine choices, less dead air, and a thoughtful second text that feels like a sommelier followed up personally.

Improved voice flow Verified inventory Two-stage SMS Personal recommendation CRM summary
Listen to the pork tenderloin test call

2 minutes 9 seconds · caller asks for two local wines under $35 · Emily completes the full journey.

2:09

Complete test call from greeting through serving-tip offer.

≈1.8s

Longest detected quiet gap—no extended dead-air moment.

2

Verified local wine choices with price, SKU and pairing logic.

2 texts

Practical choices first; personal sommelier follow-up second.

What leadership should listen for

A conversation that sounds helpful—not automated.

The improvement is not one feature. It is the way voice, verified data, timing and follow-up work together.

01 · VOICE

Warm, confident delivery

Emily maintains an approachable sommelier tone without sounding scripted or overly formal.

02 · PACING

Short conversational gaps

Responses arrive with natural breathing room while avoiding the long airplay pauses found in earlier tests.

03 · INTERACTION

Useful preference question

She hears “sweet and tangy,” compares the verified choices and explains why Riesling is the strongest fit.

04 · FOLLOW-UP

A human-feeling second touch

The first text is practical. The second feels personal—one clear bottle, one reason, tied to the caller’s sauce.

The customer journey

One call. Four connected moments.

1. Understand

Pork tenderloin, local wines and a maximum of $35 per bottle.

2. Verify

Emily returns only bottles supported by the Harvey inventory foundation.

3. Send choices

Names, prices, SKUs, pairing notes and the Harvey pickup path arrive by text.

4. Personalize

After hearing “sweet and tangy,” Emily sends her personal pick: Lunessence Riesling.

Customer proof

The two-text experience changes the feel of the service.

The customer receives something useful immediately, followed by a shorter message that reinforces Emily’s judgment and personality.

First SMS from Emily with two verified Harvey wine choices, prices, SKUs and pickup link
Text 1 · Verified choices

The practical message

LA FRENZ Viognier and LUNESSENCE Riesling, both within budget, with enough detail for the customer to compare and shop.

Second SMS from Emily naming Lunessence Riesling as her personal recommendation
Text 2 · Personal pick

The sommelier moment

Emily chooses the Riesling for the sweet-and-tangy sauce and explains the role of bright acidity and aromatic fruit.

“Consistency creates predictability. Predictability creates scalability.”

The leadership opportunity behind New Emily.

Operational proof

The value continues after the call.

Emily leaves a usable record for the team: what the customer wanted, what she recommended, and the reasoning behind the final choice.

GHL AI call summary showing the dish, budget, wines and personal recommendation

Customer context captured

The AI Call Summary records the dish, budget, exact wines, prices, sauce preference and final recommendation.

Emily Voice AI Call Summary saved in the workflow record

Concise workflow summary

A clean team-facing note makes the outcome understandable without replaying the recording.

Detailed internal GHL call note for Emily's sommelier conversation

Detailed call evidence

The automated note preserves timing, call duration and the factual recommendation record for review.

Honest test readout

Strong result, with one final conversational refinement.

What is working now

The call is complete, natural and grounded in verified product data. Emily understands the meal and budget, explains two relevant choices, follows the caller’s sauce preference, sends both messages and closes warmly.

What the next prompt improves

The choices should be sent immediately after consent and first name—before comparison—and the delivery confirmation should be spoken only once.

“Absolutely — let me send those verified picks to you.”
Currently blank structured wine, note, occasion and budget fields in GHL
Next operational step

Complete the structured CRM record.

The first name and AI Call Summary already populate successfully. The remaining work is to map the verified result into the dedicated wine, price, SKU, dish and budget fields.

  • Wine 1 and Wine 2 names, prices and SKUs
  • Pairing notes and dish/occasion
  • Budget range for future segmentation and follow-up