Chelone Realty
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Priya Natarajan

  1. Lead identified
  2. Contact made
  3. Nurturing
  4. Appointment set
  5. Listing signed
  • Send a brief, no-pressure check-in text in ~3 months per her stated preferenceLow

Vault

3
ProfileUpdated Aug 5

Contact

  • Full name: Priya Natarajan
  • Preferred name: Priya
  • Account owner (agent): Jordan Ellis
  • Spouse / co-owner: unknown — not mentioned on the 2026-08-05 call

Property

Property 1

  • Address: 4711 Aldrich St, Austin, TX 78723
  • Google Maps URL: unknown
  • Property type: Townhome, 3 bed / 2.5 bath
  • Beds / baths: 3 / 2.5
  • Square footage: 1,760 sq ft (county record)
  • Year built: 2015
  • Estimated value: $610,000 (Brivity AVM estimate, imported 2026-07-22 — not independently verified)
  • Ownership length: 5 years
  • Status: owner-occupied (confirmed on call, 2026-08-05)

Contacts

Contact 1

  • Name: Priya Natarajan
  • Role: Sole owner (per call, 2026-08-05 — did not mention a co-owner)
  • Email: priya.natarajan.mueller@example.com
  • Phone: (512) 555-0367
  • Preferred channel: call (confirmed on 2026-08-05 — said she "mostly ignores texts from numbers she doesn't know")
  • Decision role: sole decision-maker (per her own statement, 2026-08-05)

Seller Situation

  • Estimated mortgage balance: unknown
  • Estimated equity: unknown
  • Reason for potential move: none stated yet — on the 2026-08-05 call she said she is "not selling right now" but "might think about it in a year or so" once her lease-vs-buy decision on a larger place resolves; no specific driver given
  • Timeline to decide: ~12 months (her own estimate, loosely stated)
  • Notes: Not currently motivated. Low-pressure long-horizon nurture is appropriate — she explicitly did not want frequent contact.

Contact Preferences & Compliance

  • Preferred contact hours: weekday evenings after 6pm (stated 2026-08-05)
  • Do-not-call status: not on internal DNC list; not opted out
  • Call/text consent on file: yes — reconfirmed verbally on the 2026-08-05 call
  • Consent recorded: 2026-08-05
  • Opt-out requested: no, but explicitly asked for infrequent contact ("check in every couple months is fine, don't call every week")

Data Quality

  • Last verified: 2026-08-05 (live call)
  • Verified by: AI Agent (call)
  • Open profile questions: What she means by "a larger place" — renting vs. buying elsewhere; whether that decision has a firmer timeline.
ContextUpdated Aug 5

Current Situation

Priya Natarajan was reached by phone on 2026-08-05, the first live contact since her Brivity import on 2026-07-22. She confirmed she owns and lives at the Mueller townhome, is not currently motivated to sell, but is open to revisiting the idea in roughly a year depending on an unresolved decision about moving to a larger place. She was clear that she wants infrequent contact, not weekly outreach.

Key People

  • Priya Natarajan — Sole owner — full decision authority (self-stated)

Seller Needs

  • Primary motivation: none current; possible future move to a larger home
  • Target timeline: ~12 months, loosely stated
  • Price expectation: not discussed
  • Preferred move date: not discussed
  • Concerns: none stated beyond not being ready yet

Commercial Assessment

  • Current stage: Contact Made
  • Motivation level: low
  • Urgency: low
  • Primary blocker: no firm timeline or trigger event
  • Readiness to list: not ready
  • Opportunity potential (est. commission): ~$18,300 at 3% of the $610K AVM estimate, if this converts in ~12 months — long-horizon, speculative
  • Main risk: over-contacting could burn the relationship given her explicit preference for infrequent check-ins

Property Fit / Market Positioning

  • Recommended list price: not yet assessed
  • Comparable sales used: none yet
  • Suggested prep work: not yet assessed
  • Alternatives considered: she is weighing renting vs. buying a larger place, which is upstream of any decision to sell this one

Open Questions

  • What would resolve her "larger place" decision, and on what timeline?
  • Would she consider renting this property out instead of selling if her timeline slips?

Current Recommendation

Respect her stated preference: move to a quarterly, low-pressure check-in cadence by text or email rather than calls, and avoid re-calling before then unless she reaches out first.

Evidence Used

  • Timeline event or source reference: 2026-08-05-initial-outreach-call.md
ExecutionUpdated Aug 5

Active Actions

action-002

  • Action: Send a brief, no-pressure check-in text in ~3 months per her stated preference
  • Type: follow_up
  • Channel: text
  • Reason: Priya explicitly asked for infrequent contact ("every couple months is fine, don't call every week"); respecting that is more likely to keep the relationship warm for her ~12-month horizon
  • Trigger: outcome of 2026-08-05 call
  • Owner: AI Agent
  • Priority: low
  • Status: scheduled
  • Due date: 2026-11-05
  • Approval required: no
  • Agent permission: autonomous
  • Required inputs: none
  • Completion condition: text sent and any reply logged
  • Created from: action-001
  • Result:

Waiting on Lead

  • None currently.

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-11-05
  • Condition: quarterly check-in cadence, per Priya's stated preference
  • Action: send a short text asking if anything has changed on the "larger place" decision
  • Owner: AI Agent

Completed Actions

  • action-001 — Place initial outreach call to confirm interest and identity — Completed 2026-08-05. Result: Call connected; Priya confirmed ownership/occupancy, stated she is not currently motivated to sell but may revisit in ~12 months; asked for infrequent, low-pressure contact going forward.

Activity Log

2
2026-08-05 · callUpdated Aug 5

Summary

Initial outreach call connected with Priya Natarajan. She confirmed she owns and lives at the Mueller property, is not currently motivated to sell, but said she might revisit the idea in about a year depending on a decision about moving somewhere larger. She asked for infrequent, low-pressure contact going forward and said she prefers calls over texts from unknown numbers.

Call Summary

AI agent placed the call; 6 minute 12 second conversation. She herself answered and confirmed she lives at the Mueller property. She said she has no plans to sell right now, but is considering moving to a larger home, and depending on how that decision goes she might reconsider selling in about a year. She was explicit about contact frequency, saying weekly calls aren't necessary and a check-in every 2-3 months would be enough. She also mentioned she generally ignores texts from unknown numbers, so the next contact should be judged by the situation rather than defaulting to text.

Outcome: Connected — low motivation, ~12 month horizon, prefers infrequent contact.

Extracted Facts

  • Fact: Occupancy status
    • Value: owner-occupied, confirmed by Priya directly
    • Scope: property
    • Status: confirmed
    • Source: 2026-08-05 call
  • Fact: Contact cadence preference
    • Value: quarterly check-ins, not weekly
    • Scope: contact
    • Status: confirmed
    • Source: 2026-08-05 call

Seller Commitments

  • None identified.

Our Commitments

  • Respect quarterly check-in cadence rather than more frequent outreach.

Questions Raised

  • What would resolve her "larger place" decision?

Original Evidence

  • Source channel: call
  • Source reference: executables:call-a1f3e29c8b
  • Relevant excerpt or transcript timestamp: 00:01:40–00:03:15 — cadence preference statement
2026-07-22 · noteUpdated Jul 22

Summary

Priya Natarajan's contact record synced in from Brivity CRM as a "likely seller" — Mueller townhome, 5-year ownership, flagged on a moderate-tenure/neighborhood-turnover signal.

Extracted Facts

  • Fact: Ownership length
    • Value: 5 years
    • Scope: property
    • Status: confirmed
    • Source: county appraisal 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-10331
  • Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-07-22 10:05 local