Thomas Kowalczyk

Pipeline Stage

Lead identified
Contact made
Nurturing
Appointment set
Listing signed

Next Action

Send a light, no-pressure follow-up email offering a home value estimate "whenever useful"Medium

Vault

ProfileUpdated Aug 4

Contact

Full name: Thomas Kowalczyk
Preferred name: Tom
Account owner (agent): Jordan Ellis
Spouse / co-owner: Ellen Kowalczyk (mentioned by Tom on the call as involved in any decision)

Property

Property 1

Address: 609 Academy Dr, Austin, TX 78704
Google Maps URL: unknown
Property type: Single-family, 3 bed / 2 bath
Beds / baths: 3 / 2
Square footage: 1,690 sq ft (county record)
Year built: 1971
Estimated value: $790,000 (Brivity AVM estimate, imported 2026-07-02 — not independently verified)
Ownership length: 19 years
Status: owner-occupied (confirmed on call, 2026-08-04)

Contacts

Contact 1

Name: Thomas Kowalczyk
Role: Joint owner (with Ellen)
Email: tkowalczyk.sc@example.com
Phone: (512) 555-0521
Preferred channel: call (answered directly; did not object to future calls)
Decision role: joint with spouse Ellen — Tom said "I'd need to talk to Ellen about it too"

Seller Situation

Estimated mortgage balance: unknown
Estimated equity: unknown
Reason for potential move: kids recently moved out; Tom mentioned on the call that the house "feels big for two people now" but said it's "just an idea we've kicked around, nothing serious yet"
Timeline to decide: none stated — early-stage thinking only
Notes: Genuine but early and unconfirmed motivation. Needs nurture, not a push toward a decision.

Contact Preferences & Compliance

Preferred contact hours: weekday late morning (he answered at that time and didn't object)
Do-not-call status: not on internal DNC list; not opted out
Call/text consent on file: yes — verbally reconfirmed on the 2026-08-04 call
Consent recorded: 2026-08-04
Opt-out requested: no

Data Quality

Last verified: 2026-08-04 (live call)
Verified by: AI Agent (call)
Open profile questions: Whether Ellen shares the same openness; what would move this from "idea we've kicked around" to something more concrete.

ContextUpdated Aug 4

Current Situation

Thomas Kowalczyk answered an outreach call on 2026-08-04. He confirmed he and his wife Ellen live at the South Congress property, and that with their kids recently moved out, they've informally discussed whether the house is now more than they need — but he was careful to characterize it as "just an idea we've kicked around, nothing serious yet," not an active plan. He did not object to a future check-in.

Key People

Thomas Kowalczyk — Joint owner — shares decision authority with spouse
Ellen Kowalczyk — Joint owner — not yet contacted directly; Tom indicated he'd need to discuss with her

Seller Needs

Primary motivation: empty-nest household possibly larger than needed
Target timeline: none — early-stage thinking
Price expectation: not discussed
Preferred move date: not discussed
Concerns: none stated, but decision is explicitly joint and not yet discussed seriously between the two of them

Commercial Assessment

Current stage: Contact Made
Motivation level: low-to-medium — real signal, but self-described as informal
Urgency: unknown
Primary blocker: no serious internal discussion between Tom and Ellen yet
Readiness to list: not ready
Opportunity potential (est. commission): ~$23,700 at 3% of the $790K AVM estimate — meaningful if this develops
Main risk: pushing too hard before the couple has had their own conversation could read as pressure and set the relationship back

Property Fit / Market Positioning

Recommended list price: not yet assessed
Comparable sales used: none yet
Suggested prep work: not yet assessed
Alternatives considered: none discussed (e.g. renovating vs. moving)

Open Questions

Has Tom discussed this seriously with Ellen since the call?
What would make this feel more "real" to them — a value estimate, a look at smaller-home options, something else?

Current Recommendation

Give this some room — a light, non-pushy follow-up in a few weeks (email, since it's lower-pressure than a call) offering a value estimate "whenever it's useful," rather than calling again right away.

Evidence Used

Timeline event or source reference: 2026-08-04-outreach-call-connected.md

ExecutionUpdated Aug 4

Active Actions

action-002

Action: Send a light, no-pressure follow-up email offering a home value estimate "whenever useful"
Type: outreach_email
Channel: email
Reason: Tom described this as an early, informal idea not yet discussed seriously with his wife — a low-pressure email gives them room without pushing
Trigger: outcome of 2026-08-04 call
Owner: AI Agent
Priority: medium
Status: scheduled
Due date: 2026-08-25
Approval required: no
Agent permission: autonomous
Required inputs: none
Completion condition: email sent and any reply logged
Created from: action-001
Result:

Waiting on Lead

waiting-001

Item needed: whether Tom and Ellen have discussed this further
Requested on: to be asked in action-002's email
Follow-up date: 2026-09-01
Related action: action-002

Scheduled Follow-ups

followup-001

Trigger date: 2026-09-01
Condition: if no reply to the follow-up email
Action: brief check-in call, keeping tone low-pressure
Owner: AI Agent

Completed Actions

action-001 — Initial outreach call — Completed 2026-08-04. Result: Call connected; Tom confirmed occupancy and joint ownership with Ellen; described early, informal thinking about downsizing now that kids have moved out, not yet a serious discussion between them.

Activity Log

2026-08-04 · callUpdated Aug 4

Summary

Outreach call connected with Tom Kowalczyk. He confirmed joint ownership with his wife Ellen and shared that, with their kids recently moved out, they've informally discussed whether the house is more than they need now — but stressed it's an early, casual idea rather than a real plan. He did not object to a future light check-in.

Call Summary

AI agent placed the call; 7 minute 45 second conversation. Tom himself answered and confirmed joint ownership with his wife Ellen. With their kids now moved out, he and Ellen have casually mentioned to each other that the house might be more than the two of them need — but he was clear that it's just an idea that's come up in passing, not something they're seriously considering yet. He had no objection to a light future check-in, such as by email rather than phone.

Outcome: Connected — early-stage, informal motivation signal; joint decision with spouse not yet seriously discussed.

Extracted Facts

Fact: Household composition change
- Value: adult children recently moved out
- Scope: property
- Status: confirmed
- Source: 2026-08-04 call
Fact: Decision structure
- Value: joint decision with spouse Ellen, not yet seriously discussed between them
- Scope: contact
- Status: confirmed
- Source: 2026-08-04 call

Seller Commitments

None identified.

Our Commitments

Follow up with a low-pressure email rather than another call, giving the couple room to discuss on their own timeline.

Questions Raised

Has Tom discussed this further with Ellen since the call?

Original Evidence

Source channel: call
Source reference: executables:call-9de20fa1c4
Relevant excerpt or transcript timestamp: 00:02:50–00:04:10 — "just an idea we've kicked around" statement

2026-07-02 · noteUpdated Jul 2