Actions Past week Past month
3 New leads identified
5 Calls, texts & emails sent
2 Appointments booked
Demo mode — the AI drafts call scripts, texts, and emails automatically, but dialing/sending is disabled. Only appointment booking actually writes to the pipeline.
Lead Identified Name Next Action Last Action Robert Hensley Place initial outreach call to confirm interest and identity Update Call Text Email Book Appointment
Carol Whitfield Place initial outreach call to confirm interest and identity Update Call Text Email Book Appointment
Marcus DeLeon Place initial outreach call to confirm interest and identity Update Call Text Email Book Appointment
Contact Made Name Next Action Last Action Samuel Okafor Long-interval check-in text (6 months out) Update Call Text Email Book Appointment
Thomas Kowalczyk Send a light, no-pressure follow-up email offering a home value estimate "whenever useful" Update Call Text Email Book Appointment
Priya Natarajan Send a brief, no-pressure check-in text in ~3 months per her stated preference Update Call Text Email Book Appointment
Linda Brashear Send a CMA-backed home value estimate by email and ask about her downsizing timeline Update Call Text Email Book Appointment
Nurturing Name Next Action Last Action Bill McAllister Ask Bill for his rough annual carrying costs, then send a hold-vs-sell financial comparison Update Call Text Email Book Appointment
Renee Castellano Call Renee to discuss a contingent-offer structure and start a parallel single-story home search Update Call Text Email Book Appointment
George Papadakis Call George with a revised CMA that specifically addresses the neighbor sale he referenced Update Call Text Email Book Appointment
Angela Voss Email a side-by-side sell-vs-rent comparison so Angela and Kevin can review together Update Call Text Email Book Appointment
Denise Whitmore Book a listing appointment (walkthrough + CMA presentation) at the property Update Call Text Email Book Appointment
Appointment Set Name Next Action Last Action Walter Higgins Send a confirmation text a day before the 2026-08-15 listing appointment Update Call Text Email Book Appointment
Diane Forsythe Send a confirmation text a day before the 2026-08-20 listing appointment Update Call Text Email Book Appointment
Listing Signed Name Next Action Last Action Frank Delgado Confirm appraisal is scheduled and financing contingency is on track ahead of the 2026-09-15 close Update Call Text Email Book Appointment
Patricia Nguyen Pull the two comps referenced in showing feedback and call Patricia with a price-adjustment recommendation if warranted Update Call Text Email Book Appointment