Angela Kingsley
Carrington Household · C-5100
Send a Lifetime Planning check-in message
This client revisited the Lifetime Planning page twice this week — a strong intent signal from an existing, consented contact.
Action within 48 hours while intent is warm
Consent
Full consent
Lifetime value
£1,200
Open opportunities
1
Open matters
1
Owner
James Mullaney
- Household
- Carrington Household
- Primary practice area
- Conveyancing
- Last matter
- Conveyancing · Mar 2021
- Consent status
- Full consent
- Current play
- Annual Check-In
- Segments
- Conveyancing completed 3–5 years ago; Family clients, no matter in 12 months
Next Best Action
AI-suggested
Send annual review email
Based on Conveyancing completed Mar 2021 and current segment membership.
Suggested message
“Dear Angela, it’s been a little while since we last helped you. Many clients in your position benefit from reviewing their estate plans, and this may we book a short, no-obligation call?”
Activity timeline
- 2h ago
Web enquiry submitted
Conveyancing enquiry via website form
by Website
- 2h ago
Viewed pricing page
Spent 3m 12s on fees page
by Website
- 1h ago
Outbound call, no answer
Left voicemail, sent SMS follow-up
by Amira Hassan
- 58m ago
Booking link sent
Consultation scheduling link emailed
by Amira Hassan
- 45m ago
Triage note
Warm lead, ready to instruct if fees confirmed
by Amira Hassan