Grant & Isabella Jones

Summit Ridge Refi · $520K · Stage: Under Contract

Touches

2 channels · 1 agent

BANT completion

78%

4 cumulative axes

Sentiment trajectory

↗

hesitant → ready to lock

Last touch

Yesterday

Priya Shah

Next best action

Stay the course

Break-even 26 mo at today's rate

Multi-channel conversation timeline3 touches

~10 days ago
10:00

Phonevia Telnyx6 min · Priya Shah

Initial discovery · Jones

"Opened the conversation on Summit Ridge Refi. Timeline and budget established."

Budget: ~$520KStage: Under Contract

~5 days ago
14:30

Video meetingvia Zoom12 min · Priya Shah

Video walkthrough · deeper engagement

"Second touch on video. Both parties present. Nothing unresolved at close of call."

Attendance: rep + buyerChannel: Zoom

Yesterday
15:45

Phonevia Telnyx4 min · Priya Shah

Last touch · momentum

"Break-even 26 mo at today's rate. Planning to stay 5+ yrs. Wants numbers in writing before locking."

Sentiment: hesitant → ready to lockEntity: improving

Cumulative entity summarySYNTHESIZED

Break-even 26 mo at today's rate. Planning to stay 5+ yrs. Wants numbers in writing before locking.

BANT (cumulative)

Budget82% confidence

Deal value ~$520K

Derived from deal + stage signals

Authority68% confidence

Single rep: Priya Shah

Entity resolution across calls

Need78% confidence

Summit Ridge Refi · $520K

Consistent across touches

Timeline60% confidence

Under Contract

Current pipeline stage

Auto-generated next steps

Maintain cadence — improving trajectory

Update cumulative BANT on the next call

Loop Priya Shah on next-step commitment

Deal value $520K · Entity health improving