DH

Dana Harmon · 2211 Vine St · Prospect

Hail-swath segment · engaged Jul 14 (tracking call) · identity-stitched web visitor (consented)

Lead score

86

Promote to CRM

Property

Built / value1998 · $342k
Roof age~15 yrs
Hail Jun 121.5"
Owner-occ.Yes

Personality local LLM

C - Analytical

Researches financing heavily. Lead with itemized pricing + payment options. No pressure tactics.

Draft matched email →

Consent

Mail / adsOK
EmailDrip-eligible
Phone/textBlocked
Web analyticsConsented

Next best actions

Send financing one-pager
Book inspection this week

Website behavior - click heatmap

Clicks Moves Scroll
/financing · 3 visits · 9m 40s total
cold hot

Scroll depth

100%avg 74%0%

Hottest: payment calculator + apply button

Sessions

Jul 10 · mobile/financing → /gallery · 4m
Jul 8 · desktop/financing · 3m
Jun 14 · mobilead → /hail-damage · 2m

Engagement timeline

Jul 14 · called tracking # (hail mail)
Jul 9 · mail piece #2 delivered
Jun 14 · added to hail segment