Linda Sutcliffe
Kingsley Household · C-5107
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
Withdrawn
Lifetime value
£7,591
Open opportunities
0
Open matters
0
Owner
Eleanor Cramp
- Household
- Kingsley Household
- Primary practice area
- Crime
- Last matter
- Crime · Nov 2023
- Consent status
- Withdrawn
- Current play
- Probate → Lifetime Planning
- Segments
- Family clients, no matter in 12 months
Next Best Action
AI-suggested
Call to discuss LPA
Based on Crime completed Nov 2023 and current segment membership.
Suggested message
“Dear Linda, 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
Crime 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 Daniel Reeve
- 58m ago
Booking link sent
Consultation scheduling link emailed
by Daniel Reeve
- 45m ago
Triage note
Warm lead, ready to instruct if fees confirmed
by Daniel Reeve