Ready-to-buy · live deal workspace
Sophie Renwick
Replied 2d ago
Last email · Quote nudge · 5d
Last call · 13d
AI control
Call — they replied to the quote
Next activity · Call
- E1 Brochure
- E2 Heat hold
- E3 Venues
- E4 Running costs
- E5 Install
- E6 Configurator
- E7 Quote nudge
- E8 Soft close
Advance only on a real send. Today every live send is paused — drafts stay drafts.
PRODUCT QUOTE
Commercial proposals
Build and save quotes directly against this deal. Each amendment is a new immutable version; saving never sends it to the client.
No saved quote on this deal yet.
Buyer signal
92/100 intent
Left at quote · E8 · Soft close · waiting on us
- Quoted
- Recent quotation
- Two-way engagement
- Customer replied
- Reply within 7 days
- Priority grade
- Phone on file
- +18 reply reads as ready
- Reply reads as
- ready
- Next touch
- today
- Email thread
- 1 sent · 1 opened · 1 replied
Asked to buy or priced — today
Propose Tony: Already buy-today under the hard rules · Customer said they are ready
Match to past wins: Shadow only — 4 closed deals learned, 30 needed.
Score is derived here from real activity. It never writes the SoR.
Why this one is ready
Buy today · quote and talking back
- Recent quotation
- Two-way engagement
- Last reply · Happy to go ahead if we can hold the mid-October slot. · 18 Sep 2026 · 15:30
- Call · Connected
- Score 86
Next ask · Call — they replied to the quote
Move this deal
Currently Quoted · AI suggests Call. Only legal journey moves are offered.
Channels
- Email sophie.fixture@example.test Sends are paused
- SMS +44 7700 900008 Sends paused · SMS never enters Tony Day
- WhatsApp +44 7700 900008 Held until Anthony unlocks Notifyer
One thread per deal. SMS lives here and on the SMS board — never in Tony Day.
Templates can be browsed. Nothing customer-facing leaves this app.
SMS replies belong to this deal and the SMS board. They never enter Tony Day.
Opt-in unknown · Reachable unknown · Not suppressed · E.164 ok
24h service window: closed · approved template only
- Sends are paused
- WhatsApp twins held until Anthony unlocks Notifyer
- No WhatsApp opt-in on file
Notifyer stays the BSP and Hermes owns the live buyer thread. This CRM owns the timeline — one journey, never two.
HITL draft (Task 1 LangGraph)
No HITL draft pending for this deal.
Activity
Email · SMS · WhatsApp · calls — one thread.
-
Note
Tony: hold mid-October. Photos coming from Sophie.
-
Reply inbound
Happy to go ahead if we can hold the mid-October slot.
-
Opened · E7
Quote nudge opened
-
Sent · E7
Draft was approved in a prior period. Tracking only.
-
Stage moved to Quoted
-
Call
Spoke briefly — wants Lifestyle 10, waiting on site photos.
Truth
Contact and product facts from the SoR. Blank is — — never invented.
£40,600 VAT included
Email thread · 1 sent · 1 opened · 1 replied
Contact
- Name
- Sophie Renwick
- Phone
- +44 7700 900008
- sophie.fixture@example.test
- Postcode
- GU10 3SJ
- Organisation
- —
- Marketing status
- Email opt-in
- Notes
- Wants mid-October if we can hold the slot. Site photos incoming.
Product
- Product
- Lifestyle 10
- Product Category
- Lifestyle
- Value
- £40,600 VAT included
- Lead Grade
- Priority
- Message
- Looking at Lifestyle 10 for mid-October if the slot holds.
- How did you hear about us
- Source Campaign
- Lifestyle Instant Form
- Source origin
- meta_instant_form
- Source channel
- meta
Journey
- Title
- Sophie Renwick
- Pipeline
- Lifestyle
- Stage
- Quoted
- Status
- open
- Expected close date
- 15 Oct 2026 · 17:30
- Lost reason
- —
- Next activity
- Call · 18 Sep 2026 · 16:30
- Last activity
- 18 Sep 2026 · 15:30
- Last email received
- Reply inbound · 18 Sep 2026 · 15:30
- Last email sent
- Sent · E7 · 14 Sep 2026 · 17:30
- Label
- Buy today
- AI score
- 86
- Buyer band
- Ready candidate
- AI status
- Active
- AI journey
- AI running
- Journey step
- E8 · Soft close · Soft close / showroom
- Owner
- Tony
- Call result
- Connected
- Last Customer Reply
- Happy to go ahead if we can hold the mid-October slot. · 18 Sep 2026 · 15:30
- Last AI Email Date
- 14 Sep 2026 · 17:30
- AI Email Count
- 1
- Meta Lead ID
- FIX-SOPHIE-001