Lead Details: Brian Mogotsi
Related Property
Activity Timeline
Completed as part of 12 Direct (General Prospecting)
Description: Send monthly direct mail postcard/letter #1 (e.g., local market statistics, 'Just Sold' postcard for {{property_address}}) to {{client_full_name}}.
Outcome: No notes provided
Cost: 50
Lead status changed from 'Converted to Client (Nurture)' to 'Appointment Set'.
Lead status changed from 'New' to 'Contacted'.
New lead: Brian Mogotsi. 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
Completed as part of 12 Direct (General Prospecting)
Description: Send monthly direct mail postcard/letter #1 (e.g., local market statistics, 'Just Sold' postcard for {{property_address}}) to {{client_full_name}}.
Outcome: No notes provided
Cost: 50
Lead status changed from 'Converted to Client (Nurture)' to 'Appointment Set'.
Lead status changed from 'New' to 'Contacted'.