Ben Carlos

[email protected] 0735942326

Converted to Deal Buying

Score: 0/100

Lead Since

Mar 17, 2026

Tue, 2:15 PM

Quick Actions

Send Email Call Lead Schedule New Task

Client Record Active

This lead is being nurtured in Agent OS

View Client Details

MREA Campaign

33 Touch - Client for Life

7 of 20 touchpoints completed (example) View Full Progress

Lead Engagement Hub

Edit Full Details

Related Deal

Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Ben Carlos)

Won ✅

View Deal

Contact Information

Company & Location

Email Addresses

Main [email protected]

Phone Numbers

Main 0735942326

Lead Source

Simulation Script - linkedin_connect

Assigned Agent

Prince Boitumelo

Lead Details

Created Date

March 17, 2026 at 2:15 PM

Next Follow-up

March 19, 2026 at 12:00 AM

Interactions

8 total

Related Property

Coral Gables Chateau - 7BR/8BA Luxury Tax Haven

8010 Ponce De Leon Rd

USD 9795000

Notes

Appointment

Activity Timeline

Interaction Type

Date & Time

Interaction Details

Note 📝

Mar 25, 2026 • 7:12 AM
• Guest Visitor

Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.

Note 📝

Mar 19, 2026 • 12:59 PM
• Guest Visitor

Lead status changed from 'Appointment Set' to 'Converted to Client (Nurture)'.

Note 📝

Mar 19, 2026 • 12:58 PM
• Guest Visitor

MREA Campaign set to: 33 Touch - Client for Life

Note 📝

Mar 18, 2026 • 2:14 PM
• Guest Visitor

Lead status changed from 'New' to 'Appointment Set'.

Note 📝

Mar 18, 2026 • 1:48 PM
• Guest Visitor

Lead status changed from 'New' to 'Appointment Set'.

Note 📝

Mar 18, 2026 • 1:43 PM
• Guest Visitor

Lead status changed from 'Appointment Set' to 'Appointment Set'.

Note 📝

Mar 18, 2026 • 1:43 PM
• Guest Visitor

Lead status changed from 'Contacted' to 'Appointment Set'.

Note 📝

Mar 18, 2026 • 8:03 AM
• Guest Visitor

Lead status changed from 'New' to 'Contacted'.

Task: Make Q2 check-in call with Ben Carlos. Medium 🔸

Due: Jun 17, 2026
• Assigned: Prince Boitumelo

Task: Make Q3 check-in call with Ben Carlos. Medium 🔸

Due: Sep 15, 2026
• Assigned: Prince Boitumelo

Task: Make Q4 check-in call with Ben Carlos. Remind them: 'We appreciate your business & referrals.' Medium 🔸

Due: Dec 19, 2026
• Assigned: Prince Boitumelo

Task: Send Month 1 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Jan 18, 2027
• Assigned: Prince Boitumelo

Task: Send Month 2 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Feb 17, 2027
• Assigned: Prince Boitumelo

Task: Send Month 3 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Mar 19, 2027
• Assigned: Prince Boitumelo

Task: Send Month 4 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Apr 18, 2027
• Assigned: Prince Boitumelo

Task: Send Month 5 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: May 18, 2027
• Assigned: Prince Boitumelo

Task: Send Month 6 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Jun 17, 2027
• Assigned: Prince Boitumelo

Task: Send Month 7 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Jul 17, 2027
• Assigned: Prince Boitumelo

Task: Send Month 8 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Aug 16, 2027
• Assigned: Prince Boitumelo

Task: Send Month 9 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Sep 15, 2027
• Assigned: Prince Boitumelo

Task: Send Month 10 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Oct 15, 2027
• Assigned: Prince Boitumelo

Task: Send Month 11 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Nov 14, 2027
• Assigned: Prince Boitumelo

Task: Send Month 12 Market Update/Newsletter to Ben Carlos ([email protected]). Subject: Your Monthly Real Estate Update. Medium 🔸

Due: Dec 14, 2027
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #1 to Ben Carlos. Medium 🔸

Due: Jan 11, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #2 to Ben Carlos. Medium 🔸

Due: Feb 08, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #3 to Ben Carlos. Medium 🔸

Due: Mar 07, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #4 to Ben Carlos. Medium 🔸

Due: Apr 04, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #5 to Ben Carlos. Medium 🔸

Due: May 02, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #6 to Ben Carlos. Medium 🔸

Due: May 30, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #7 to Ben Carlos. Medium 🔸

Due: Jun 27, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #8 to Ben Carlos. Medium 🔸

Due: Jul 25, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #9 to Ben Carlos. Medium 🔸

Due: Aug 22, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #10 to Ben Carlos. Medium 🔸

Due: Sep 19, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #11 to Ben Carlos. Medium 🔸

Due: Oct 17, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #12 to Ben Carlos. Medium 🔸

Due: Nov 14, 2028
• Assigned: Prince Boitumelo

Task: Send bi-weekly item of value (e.g., postcard, sports schedule, home tip) #13 to Ben Carlos. Medium 🔸

Due: Dec 12, 2028
• Assigned: Prince Boitumelo

Task: Send invite for Summer Client Appreciation Event to Ben Carlos. Medium 🔸

Due: Jun 10, 2029
• Assigned: Prince Boitumelo

Task: Send invite for Winter Holiday Event to Ben Carlos. Medium 🔸

Due: Dec 12, 2029
• Assigned: Prince Boitumelo

Task: ANNUAL: Send Birthday Card to Ben Carlos (check CRM for exact date: {{client_dob}}). Medium 🔸

Due: Jan 11, 2030
• Assigned: Prince Boitumelo

Task: ANNUAL: Make Home Anniversary Call to Ben Carlos for 8010 Ponce De Leon Rd (check CRM for exact date: {{property_close_date}}). Medium 🔸

Due: Feb 10, 2030
• Assigned: Prince Boitumelo

Task: Make Q1 check-in call with Ben Carlos. Ask: 'How are you?' and 'Who do you know looking to buy/sell?' Completed

Due: Mar 19, 2026
• Assigned: Prince Boitumelo

Task: Consider Community Event Invitation - Ben Carlos Completed

Due: Mar 24, 2026
• Assigned: Prince Boitumelo

New lead: Ben Carlos. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-first approach. Check upcoming events and send a personal invitation if appropriate.

Activity & Communication Hub

Note 📝 3 weeks, 3 days ago

Lead status changed from 'Converted to Client (Nurture)' to 'Converted to Deal'.

Guest Visitor

Note 📝 4 weeks, 2 days ago

Lead status changed from 'Appointment Set' to 'Converted to Client (Nurture)'.

Guest Visitor

Note 📝 4 weeks, 2 days ago

MREA Campaign set to: 33 Touch - Client for Life

Guest Visitor

Note 📝 1 month ago

Lead status changed from 'New' to 'Appointment Set'.

Guest Visitor

Note 📝 1 month ago

Lead status changed from 'New' to 'Appointment Set'.

Guest Visitor

Note 📝 1 month ago

Lead status changed from 'Appointment Set' to 'Appointment Set'.

Guest Visitor

Note 📝 1 month ago

Lead status changed from 'Contacted' to 'Appointment Set'.

Guest Visitor

Note 📝 1 month ago

Lead status changed from 'New' to 'Contacted'.

Guest Visitor

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Lead Details: Ben Carlos

Ben Carlos

Quick Actions

Client Record Active

MREA Campaign

Lead Engagement Hub

Update Status

Assign Agent

Set MREA Campaign

Related Deal

Deal: Coral Gables Chateau - 7BR/8BA Luxury Tax Haven (Ben Carlos)

Contact Information

Lead Details

Related Property

Coral Gables Chateau - 7BR/8BA Luxury Tax Haven

Notes

Activity Timeline

Activity & Communication Hub

Thank You!