Patricia Bradley
Underwood Household · C-5109
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
Marketing only
Lifetime value
£9,417
Open opportunities
1
Open matters
0
Owner
Priya Shah
- Household
- Underwood Household
- Primary practice area
- Probate & Estate Administration
- Last matter
- Probate & Estate Administration · Jan 2024
- Consent status
- Marketing only
- Current play
- Lapsed Quote Recovery
- Segments
- Left a 5-star review in last 30 days
Next Best Action
AI-suggested
Send cross-sell: Will & LPA
Based on Probate & Estate Administration completed Jan 2024 and current segment membership.
Suggested message
“Dear Patricia, 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
Probate & Estate Administration 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 Sophie Bennett
- 58m ago
Booking link sent
Consultation scheduling link emailed
by Sophie Bennett
- 45m ago
Triage note
Warm lead, ready to instruct if fees confirmed
by Sophie Bennett