$14,800 / $18,500
On pace
6 days left in month
$1,100 ahead of expected paceAvg. ~$1,425 per lease
#
Client name
Phone
Max price
Move dates
Resched
Time-sensitive: act todaymove date or rotation clock
Sarah Mitchell
UrgentNew lead
(404) 555-0192
$2,800
Jun 1 – 15
-
(312) 555-0847
$1,950
May 31
2x
High value: worth your timeby max price
(770) 555-0331
$3,400
Jul 1 – 10
-
(404) 555-0288
$2,650
Jun 15 – 30
1x
Standard follow-upseverything else
(404) 555-0723
$1,500
Jul 1 – 15
-
In the MVP (no AI)
- Pacing bar from the existing pacing tool
- 10-day workload strip by action count
- Rule-based ranking: urgency, value, days-since-action
- Reschedule count as a manager flag
Deferred to Bridge / Full
- Engagement scoring (Hot / Cooling) beyond simple rules
- AI priority model + "why this lead" summaries
- Voice memo, morning briefing, generated tips
- Annual-goal + seasonality planning (next major version)