Emma Underwood
Merton Household · C-5102
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
Service only
Lifetime value
£3,026
Open opportunities
0
Open matters
0
Owner
Tom Whitfield
- Household
- Merton Household
- Primary practice area
- Lifetime Planning
- Last matter
- Lifetime Planning · Jun 2019
- Consent status
- Service only
- Current play
- Review → Referral
- Segments
- Family clients, no matter in 12 months
Next Best Action
AI-suggested
Request Google review
Based on Lifetime Planning completed Jun 2019 and current segment membership.
Suggested message
“Dear Emma, 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
Lifetime Planning 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 Eleanor Cramp
- 58m ago
Booking link sent
Consultation scheduling link emailed
by Eleanor Cramp
- 45m ago
Triage note
Warm lead, ready to instruct if fees confirmed
by Eleanor Cramp