Bethan Doyle
Wetherby Household · C-5104
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
£4,852
Open opportunities
0
Open matters
0
Owner
Daniel Reeve
- Household
- Wetherby Household
- Primary practice area
- Family Law
- Last matter
- Family Law · Aug 2020
- Consent status
- Full consent
- Current play
- Conveyancing Reactivation
- Segments
- Left a 5-star review in last 30 days; Probate completed last 12 months
Next Best Action
AI-suggested
Book reactivation call
Based on Family Law completed Aug 2020 and current segment membership.
Suggested message
“Dear Bethan, 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
Family Law 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 Priya Shah
- 58m ago
Booking link sent
Consultation scheduling link emailed
by Priya Shah
- 45m ago
Triage note
Warm lead, ready to instruct if fees confirmed
by Priya Shah