05/04/26 - 12M; live call. Deleted from the cal. She will now have to contact us for updates. Below are the calendar entries of when each call was made. She wants to reduce her sales price but wasn't really focused. She will call us back or send an email to confirm the figure.
w/c: 5/21/25. SR ... 06/02/25 - 5th att. - Mega
She was in the Hospital and responded super late to her welcome call, scheduled a later 1-Month call as well. -SR
1 month: 6/30/25. mc
3 month 08/18/2025 ms
6 and 9 month : 11/19/25-cp 12/1/25 AM / 1/6/26 José 1/21/26AM 2/12/26AM
12 month : 05/04/26 - Mega
03/06/26 - Live transfer; Motioned that we are still working on an offer and will notify her right away once we receive anything. - Mega
02/12/26 - 6M completed - moved in cal for 9M - AM
02/12/26 - 6M LVM - sent contact info via email - AM
02/05/26 - 6 Month; Lm & sent an email. - Mega
01/21/26 - 6M LVM - sent contact info via email - AM
12/1/25 - 6M LVM - sent contact info via email - AM
11/28/25 Called with update, left vm. José
𐙚 11/19/25-6months:called twice, Lvm to call back & sent to email- CP
10/28/25 Client called me back, gave update & all good. Jose
10/21/25 Called client, asked her to call me back. Jose
9/17/25 Live update, told client the agents will attend Nascar event on "Sept. 28th" all good. Jose
08/18/2025 3 month live ms
6/30/25-1 month . called twice. lvm and email.-mc
6/13/25- She responded to the email stating she has been very ILL in the hospital. I responded wishing her a fast recovery and marked that down as a response for welcome. I scheduled her for a lter 1-month F/U due to the circumstances. SR
6/10/25- NO ANS W/C Follow-up: Called LVM, sent email.SR
6/10/25- NO ANS W/C Follow-up: Called LVM, sent email, checked w DAN no answer on his end either SR
6/6/25-NO ANS W/C Follow-up: Called sent email, checked w DAN no answer on his end either. SR
6/4/25-NO ANS W/C Follow-up: Emailed contact info to client, CHECKED W DAN SAYS HE HAS NOT BEEN ABLE TO GET IN TOUCH, HE CALLED AND LVM as well. SR
06/02/25 - 5th att...Welcome call; lm & sent an email. Passed to the closer. - Mega
5/30/25- CAlled, LVM, sent email to contact us. SR
5/28/25- 4th W/C: Called 2x, LVM, sent contact email. Passed to closers to track down. SR
𐙚 5/26/25- 3rd (welcome): Lvm to call back & sent to email, passed to closers since we tried calling them 3 times- CP
5/23/25- 2nd W/C: Called 2x, LVM, sent contact email. Scheduled 3rd w/c.SR
5/21/25- W/C: Called 2x, LVM, sent ad link. Scheduled 2nd w/c.SR
05/19/25-VER-JM
C#15309