Chelone Realty
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Robert Hensley

  1. Lead identified
  2. Contact made
  3. Nurturing
  4. Appointment set
  5. Listing signed
  • Place initial outreach call to confirm interest and identityMedium

Vault

3
ProfileUpdated Aug 10

Contact

  • Full name: Robert Hensley
  • Preferred name: unknown
  • Account owner (agent): Jordan Ellis
  • Spouse / co-owner: unknown — Brivity record lists Robert as sole contact; property tax record shows single owner

Property

Property 1

  • Address: 1704 Kinney Ave, Austin, TX 78704
  • Google Maps URL: unknown
  • Property type: Single-family, 3 bed / 2 bath
  • Beds / baths: 3 / 2
  • Square footage: 1,850 sq ft (per county appraisal record, imported with the Brivity contact)
  • Year built: 1974
  • Estimated value: $875,000 (Brivity AVM estimate, imported 2026-08-10 — not independently verified)
  • Ownership length: 22 years (per deed record)
  • Status: owner-occupied (assumed; not confirmed)

Contacts

Contact 1

  • Name: Robert Hensley
  • Role: Sole owner
  • Email: rhensley74@example.com
  • Phone: (512) 555-0142
  • Preferred channel: unknown — no contact attempted yet
  • Decision role: sole decision-maker (assumed; unconfirmed)

Seller Situation

  • Estimated mortgage balance: unknown — Brivity flags "likely low/no mortgage" based on 22-year ownership length, unconfirmed
  • Estimated equity: high (estimated, unconfirmed)
  • Reason for potential move: unknown — imported into Brivity's "likely seller" segment on empty-nest/downsizing signals (see Data Quality); nothing confirmed directly by Robert yet
  • Timeline to decide: unknown
  • Notes: No outreach attempted yet. First call queued.

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 — Brivity import includes a marketing-contact consent flag from the original lead-gen source, to be re-verified on first live contact
  • Consent recorded: 2026-08-10 (import only, not a live confirmation)
  • Opt-out requested: no

Data Quality

  • Last verified: 2026-08-10 (Brivity CRM import — county appraisal + public-record match only, no direct contact)
  • Verified by: Brivity import
  • Open profile questions: Confirm identity/decision-maker on first contact; confirm whether property is owner-occupied; confirm actual motivation to sell (Brivity's "likely seller" tag is a model score, not a stated intent — see Zillow/permit-pull/kids-moved-out-style signals Brivity aggregates for the 78704 empty-nest segment).
ContextUpdated Aug 10

Current Situation

Robert Hensley was imported from Brivity CRM on 2026-08-10 as a "likely seller" in the Zilker/78704 area, flagged on Brivity's long-tenure + empty-nest scoring model (22 years of ownership, no permit or renovation activity in 5+ years, county record shows no other residents added since 2015). No contact has been made. This is a cold model-scored lead, not a warm referral — motivation is unconfirmed.

Key People

  • Robert Hensley — Sole owner (assumed) — full decision authority (unconfirmed)

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): ~$26,000 at 3% of the $875K AVM estimate, if a listing results — highly speculative until motivation is confirmed
  • Main risk: Brivity's long-tenure model score is a statistical inference, not a stated intent; a meaningful share of "likely seller" tags in this segment convert to no contact or no interest

Property Fit / Market Positioning

  • Recommended list price: unknown — needs a CMA once contact is made
  • Comparable sales used: none yet
  • Suggested prep work: unknown
  • Alternatives considered (e.g. rent vs. sell): unknown

Open Questions

  • Is Robert actually considering a sale, or is this a false-positive model score?
  • Is the property still owner-occupied?
  • Best channel/time to reach him?

Current Recommendation

Place an initial outreach call during standard daytime hours to confirm identity and gauge interest before investing further in the account. If no answer, follow with a brief, low-pressure text rather than repeated calls.

Evidence Used

  • Timeline event or source reference: 2026-08-10-lead-imported-from-brivity.md
ExecutionUpdated Aug 10

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; a model-scored lead needs a live conversation before it's worth further investment
  • Trigger: Brivity CRM import on 2026-08-10
  • Owner: AI Agent
  • Priority: medium
  • Status: ready
  • Due date: 2026-08-13
  • Approval required: no
  • Agent permission: autonomous
  • Required inputs: none
  • Completion condition: call connects and Robert 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: 2026-08-13
  • Related action: action-001

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-08-17
  • Condition: if action-001 gets no answer after 3 attempts
  • Action: switch to a short introductory text message instead of further calls
  • Owner: AI Agent

Completed Actions

  • None yet.

Activity Log

1
2026-08-10 · noteUpdated Aug 10

Summary

Robert Hensley's contact record synced in from Brivity CRM as a "likely seller" — flagged by Brivity's long-tenure/empty-nest scoring model on the Zilker property at 1704 Kinney Ave. No prior contact history in Brivity. This is the first record on file for this lead.

Extracted Facts

  • Fact: Ownership length
    • Value: 22 years
    • Scope: property
    • Status: confirmed
    • Source: county appraisal record (via Brivity import)
  • Fact: Brivity AVM estimate
    • Value: $875,000
    • Scope: property
    • Status: estimate
    • Source: Brivity CRM automated valuation

Seller Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Original Evidence

  • Source channel: brivity_crm
  • Source reference: brivity:contact:BRV-10482
  • Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-08-10 09:14 local