1Frank DiStefano$45KDANAInterviewing 2 other agents THIS WEEK
$1.8M Point Loma listing, retiring to Arizona. 6 days overdue. Get his email on the call. Goal: book the listing appointment, not "check in."
"Frank, I want your listing and I came prepared — I've pulled Point Loma comps and drafted a pricing and timeline plan that gets you to Arizona on your schedule. Can I walk you through it tomorrow, before you decide anything?"
2Sarah & David Kim~$50KRYANHot referral · double deal
Buy ~$1M Poway + list their current home. No phone on file — email now, ask #1 is a phone number. A blown referral also burns the Nguyens.
"The Nguyens told us great things — here's the game plan for a sell-and-buy: we list your home, run the Poway search in parallel, and I'll show you how the contingency works so you're never homeless in between. When can I walk your current house this week?"
3Jennifer Martinez$34KDANALease ends Sept 1 · fix duplicate first
Pre-approved, 41 days dark, in the CRM twice under both agents. Merge rows, ONE owner calls. She must be writing offers within ~2 weeks to close by Sept 1.
"Jennifer, I owe you an apology for the gap. Here's the math: to be in by September 1 we should be writing offers within two weeks. I've pulled three fresh Carmel Valley 4-bedrooms near the schools you wanted — can we tour Saturday?"
4The Hendersons$70KDANABiggest number in the file
Sell $1.2M + buy $1.6M, 9 days overdue. They're stuck on how to buy before selling — call with the answer, not a question.
"I built out your three options — contingent offer, bridge loan, or a HELOC on the Scripps Ranch house — with a net sheet for each. Thirty minutes this week and you'll know exactly which one fits."
5Tom Bradley$36KDANAWife tours Aug 8–10 · 15 days out
Austin relo, $1.3–1.6M, 4S Ranch. If an itinerary isn't in her inbox this week, they tour with a Zillow-assigned agent.
"Tom, locking in August 8–10: I'm building a two-day tour of 4S Ranch — send me her must-haves and I'll have the full itinerary plus a local lender intro to you by Friday."
6Bianca Torres$14KRYANMessaged 2 days ago — speed to lead
Otay Ranch townhome, pre-qual unknown. Fast reply + lender question in one touch.
"Hi Bianca! Thanks for reaching out about Otay Ranch — homes in your range are moving fast. Two quick questions: have you spoken with a lender yet, and are weekends good for touring? I can line both up this week."
7Priya Patel$18KRYANCash buyer — closes in 3 weeks
UTC condo, walkable, family money. Cash means no financing contingency — fastest close in the file.
"Priya, cash puts you in the strongest position in UTC right now — I've flagged three walkable buildings near campus. Want to see them this week before the weekend crowd does?"
8Old Town paper folder — 11 sign-ins~$190K rawData entry + call blitz
July 13 open-house sign-ins, never entered. Enter all 11 into the CRM this morning, assign an owner each, then split the call list between Dana and Ryan this afternoon.
"Hi — you visited our Old Town open house on the 13th. Sorry for the slow follow-up; the market's moved since then. Are you still looking, and what did you think of the place?"
Dollars = est. gross commission at 2.5% side, price-range midpoints. Checkboxes save in this browser. Full audit: lead-audit-2026-07-23.html