Call flow map

flowchart TD
    DIAL[Dial] -->|no answer| VM[Voicemail: identity artifact, number x2, no urgency]
    VM --> REDIAL[Redial 2-3 days later]
    REDIAL --> DIAL
    DIAL -->|connect| E[ENGAGE min 0-3: identity + assumptive open + one relevance sentence]
    E -->|bad time| BT[Book micro-slot: day + time] --> END1[End call clean]
    E -->|who is this / is this legit| TAIL[Tailor: answer THAT concern] --> E
    E -->|not interested| PLANT[Accept + plant trigger + log maturity date] --> END1
    E -->|question asked or concern disclosed| D[DISCOVER min 3-15: trigger, security number, CFO/veto map, breadcrumbs]
    D -->|anxiety or avoidance markers| NORM[Normalize first, slow down, offer control] --> D
    D -->|trauma or capacity red flags| STOP[STOP protocol: pause thread, offer exit, NO ask]
    D -->|tunnel + number + veto map + worry captured| R[RECAP min 15-18: mirror in their words]
    R -->|correction offered| R
    R -->|explicit confirmation + held-back invite done| P[PRESENT min 18-27: firm recommendation, two-sided raise-and-refute, gist first]
    P -->|objection surfaces| REF[Reflect -> refute -> re-check] --> P
    P -->|AI checklist cited| AIA[Validate checklist, walk it line by line] --> P
    P -->|teach-back passes| C[CLOSE min 27-32: small scheduled standalone-value step]
    C -->|co-decider exists| SP[Book spouse three-way video: day + time + invite sent live]
    C -->|wants it in writing| DR[Book document review + send same day]
    C -->|known maturity date| RO[Book rollover review before auto-renewal]
    C -->|needs to think| TH[Book 10-min scheduled follow-up]
    C -->|not a fit| DQ[Clean disqualify + plant trigger] --> END1
    SP --> CAL[Calendar artifact confirmed on the line]
    DR --> CAL
    RO --> CAL
    TH --> CAL
    CAL --> C2[CALL 2: re-recap -> teach-back -> present document -> close next default]
    C2 --> SP3[SPOUSE 3-WAY: re-recap for spouse -> gist questions to non-CFO first -> both state next step]