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David Brooks
Selling · Referral · Captured Sep 23, 2:29 PM · Last touch Oct 1, 2:40 PM
Phone+1 (760) 555-0170
Emaildbrooks@example.com
Next stepLikely
Next check-in with David is in 5 days.
Stage: Qualified
VideoRequest a review
Conversation
I'm thinking about selling my condo — where do I start?
David · Sep 23, 2:29 PM
Great first step! The best place to start is a market analysis so you know what it will realistically sell for. What neighborhood is the condo in?
Assistant · Sep 23, 2:29 PM
It's a 2-bed in Hillcrest. Probably listing in the spring.
David · Sep 23, 2:31 PM
Hillcrest condos are in demand and spring is smart timing. I can put together a pricing strategy and a light prep list. Want me to email it over?
Assistant · Sep 23, 2:31 PM
Yeah, send it to dbrooks@example.com.
David · Sep 23, 2:33 PM
On its way. Once you've reviewed it, we can set a quick call to talk timing and any small updates worth doing before listing.
Assistant · Sep 23, 2:33 PM
AI is answering. Nobody’s in the chat now. Reply by text or email below.
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Lead details
Emaildbrooks@example.com
Phone+1 (760) 555-0170
Budget$640,000
Timeline2-3 months
FinancingNot given
LanguageEnglish
Follow-up date & tags
Follow upDue in 5 days
listing
Notes & activity
CMA delivered — leaning toward listing in March.
Oct 3, 6:00 AM
Booked a call via chat: Monday, Oct 5, 10:00 AM.
Oct 3, 6:00 AM