Chelone Realty
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Carol Whitfield

Pipeline Stage

  1. Lead identified
  2. Contact made
  3. Nurturing
  4. Appointment set
  5. Listing signed

Next Action

  • Place initial outreach call to confirm interest and identityMedium

Vault

3
ProfileUpdated Aug 11

Contact

  • Full name: Carol Whitfield
  • Preferred name: unknown
  • Account owner (agent): Jordan Ellis
  • Spouse / co-owner: Gerald Whitfield (per county deed, joint ownership) — not yet confirmed as active in decision-making

Property

Property 1

  • Address: 4508 Sinclair Ave, Austin, TX 78756
  • Google Maps URL: unknown
  • Property type: Single-family, 4 bed / 2.5 bath
  • Beds / baths: 4 / 2.5
  • Square footage: 2,120 sq ft (county record)
  • Year built: 1968
  • Estimated value: $760,000 (Brivity AVM estimate, imported 2026-08-11 — not independently verified)
  • Ownership length: 27 years
  • Status: owner-occupied (assumed; not confirmed)

Contacts

Contact 1

  • Name: Carol Whitfield
  • Role: Joint owner
  • Email: c.whitfield.atx@example.com
  • Phone: (512) 555-0176
  • Preferred channel: unknown — no contact attempted yet
  • Decision role: joint decision-maker with spouse Gerald (unconfirmed)

Seller Situation

  • Estimated mortgage balance: unknown
  • Estimated equity: high (estimated, unconfirmed)
  • Reason for potential move: unknown — Brivity "likely seller" tag based on 27-year tenure, 4-bedroom home, and school-district enrollment records showing no dependents currently enrolled (proxy for empty-nest)
  • Timeline to decide: unknown
  • Notes: No outreach attempted yet.

Contact Preferences & Compliance

  • Preferred contact hours: unknown
  • Do-not-call status: not on internal DNC list; national registry not yet checked
  • Call/text consent on file: pending — same Brivity import consent flag as other newly-imported leads, to be re-verified on first live contact
  • Consent recorded: 2026-08-11 (import only)
  • Opt-out requested: no

Data Quality

  • Last verified: 2026-08-11 (Brivity CRM import)
  • Verified by: Brivity import
  • Open profile questions: Confirm Gerald's involvement in any sale decision; confirm actual motivation; confirm best contact channel.
ContextUpdated Aug 11

Current Situation

Carol Whitfield (jointly with Gerald Whitfield) was imported from Brivity CRM on 2026-08-11 as a "likely seller" in Allandale (78756), flagged on a 27-year tenure + empty-nest proxy signal. No contact has been made. Motivation is entirely unconfirmed — this is a cold, model-scored lead.

Key People

  • Carol Whitfield — Joint owner — decision influence unconfirmed
  • Gerald Whitfield — Joint owner (per deed) — decision influence unconfirmed, not yet contacted

Seller Needs

  • Primary motivation: unknown
  • Target timeline: unknown
  • Price expectation: unknown
  • Preferred move date: unknown
  • Concerns: unknown

Commercial Assessment

  • Current stage: Identified
  • Motivation level: unknown
  • Urgency: unknown
  • Primary blocker: no contact made
  • Readiness to list: unknown
  • Opportunity potential (est. commission): ~$22,800 at 3% of the $760K AVM estimate — speculative
  • Main risk: joint ownership means both Carol and Gerald would need to agree; only Carol has a phone number on file so far

Property Fit / Market Positioning

  • Recommended list price: unknown
  • Comparable sales used: none yet
  • Suggested prep work: unknown
  • Alternatives considered: unknown

Open Questions

  • Is there any actual intent to sell, or is this a false-positive model score?
  • Is Gerald reachable, and should he be included on the first call?

Current Recommendation

Initial outreach call to Carol; if she indicates any interest, ask for the best way to loop in Gerald before going further.

Evidence Used

  • Timeline event or source reference: 2026-08-11-lead-imported-from-brivity.md
ExecutionUpdated Aug 11

Active Actions

action-001

  • Action: Place initial outreach call to confirm interest and identity
  • Type: outreach_call
  • Channel: call
  • Reason: No contact has been made since Brivity import
  • Trigger: Brivity CRM import on 2026-08-11
  • Owner: AI Agent
  • Priority: medium
  • Status: ready
  • Due date: 2026-08-14
  • Approval required: no
  • Agent permission: autonomous
  • Required inputs: none
  • Completion condition: call connects and Carol confirms or denies interest, or 3 attempts made with no answer
  • Created from: Brivity import
  • Result:

Waiting on Lead

waiting-001

  • Item needed: confirmation of interest in selling
  • Requested on: not yet requested
  • Follow-up date: 2026-08-14
  • Related action: action-001

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-08-18
  • Condition: if action-001 gets no answer after 3 attempts
  • Action: switch to a short introductory text message
  • Owner: AI Agent

Completed Actions

  • None yet.

Activity Log

1
2026-08-11 · noteUpdated Aug 11

Summary

Carol Whitfield's contact record synced in from Brivity CRM as a "likely seller" — Allandale property, 27-year ownership, empty-nest proxy signal. Joint owner Gerald Whitfield is on the deed but has no contact info on file yet. No prior contact history.

Extracted Facts

  • Fact: Ownership length
    • Value: 27 years
    • Scope: property
    • Status: confirmed
    • Source: county appraisal record (via Brivity import)
  • Fact: Joint owner on deed
    • Value: Gerald Whitfield
    • Scope: contact
    • Status: confirmed
    • Source: county deed record (via Brivity import)

Seller Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Original Evidence

  • Source channel: brivity_crm
  • Source reference: brivity:contact:BRV-10495
  • Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-08-11 08:52 local