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Tonality · Facial Expression · Body Language
Stay present. Be genuine. Listen first.
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Race
Gender
Age~
Temp
Last Knock
Quick Note
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Detail Lead Card
Full contact & follow-up record
✕
🏠 Contact & Property
First Name
Last Name
Best Time to Reach
— Select —
Morning (9–12)
Afternoon (12–5)
Evening (5–8)
Weekend
Anytime
Full Address (auto-filled)
Unit / Apt
Phone
Email
Language
—
English
Mandarin
Cantonese
Other
Years at Address
Property Type
—
Detached
Semi-Detached
Townhouse
Condo
Other
Attitude Toward You
—
Very Warm
Neutral
Skeptical but Engaged
Rushed
Cold
No Answer
🌡 Lead Temperature
🔥 Hot — Selling within 12 mo.
🟡 Warm — Open / Curious
🔵 Cool — Future possible
❄️ Cold — Not interested
⛔ Do Not Contact
🟣 Listing — Active listing
🟠 Sold-1Y — Sold within 1 year
🟢 Expired — Expired listing
💬 Conversation Notes
Moving Plans / Timeframe
Reason for Moving
Objections / Concerns
Topics That Resonated
Personal Details to Remember
Neighbour Referrals Mentioned
Log a Conversation
— saved with a date & time stamp when you press Save
Conversation History
📊 Seller Signals
Curious about home value
Mentioned a timeframe
Asked about the market
Life event (retirement/divorce)
Kids leaving home
Considering downsizing
Owns other properties
Recently renovated
Mentioned a neighbour selling
📅 Follow-Up Plan
Follow-Up Date
Follow-Up Time
—
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
8:30 PM
9:00 PM
Contact Method
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Phone Call
Text
Email
Door Knock Again
Mail / Drop-off
Appointment
Item Promised
Follow-Up Hook (personalized opener)
📅 Set Reminder in Google Calendar
⭐ Conversation Quality
Rating
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★
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★
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