Rachel Lomax
Doyle Household · C-5111
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Withdrawn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
£11,243
Open opportunities
0
Open matters
0
Owner
Grace Okafor
- Household
- Doyle Household
- Primary practice area
- Dispute Resolution
- Last matter
- Dispute Resolution · Feb 2022
- Consent status
- Withdrawn
- Current play
- -
- Segments
- Probate completed last 12 months
Next Best Action
AI-suggested
Send referral thank-you
Based on Dispute Resolution completed Feb 2022 and current segment membership.
Suggested message
“Dear Rachel, 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
Dispute Resolution 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 James Mullaney
- 58m ago
Booking link sent
Consultation scheduling link emailed
by James Mullaney
- 45m ago
Triage note
Warm lead, ready to instruct if fees confirmed
by James Mullaney