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The Coach says, call this first

Jennifer Martinez: 47 days since you last spoke, and her birthday's five weeks out.

Past client from 2019, sent you two referrals. Her birthday's in five weeks, so a quick "thinking of you" now keeps you top of mind and teed up for an April touch.

JM
Jennifer Martinez (206) 555-0142 · jennifer.m@email.com
Last touch Feb 14 · 2 referrals to date · due for a call
Week 10 rotates contacts with last names starting with a fresh set of letters. Texts this week go out to M contacts.
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Today's priority queue

JM
Jennifer Martinez47d overdueTop pick
Past client · 2019 · 2 referrals · birthday Apr 12
Slipping away. Coach wants her re-engaged before her birthday touch
Call
DC
David ChenToday
Sphere · referral source · quarterly check-in · 28 days since last touch
Sent you 3 referrals — he's worth a real conversation
Call
PB
Priya BhattacharyaToday
Past client · 2020 · 4 referrals · home anniversary Jun 3
Easy win, low effort. She opens every email you send
Call
MR
Michelle RodriguezStale
Open-house lead · Feb 10 · browsing $500–650K in Ravenna
Coach risk: she'll move on if no one reaches out this week
Text
SK
Sarah & Tom KowalskiDone Mon
Past client · 2022 · home anniversary Jun 3 · logged 12 min call
Call
AK
Amir KhanMonth 6
Past client · 2023 · likes to be texted, not called
Preferred channel is text — script queued
Text
LO
Liam O'Brien
Sphere · attorney referral partner · last touch 35d
Call
JM

Jennifer Martinez

(206) 555-0142 Seattle, WA
Coach signal
It's been 47 days since you and Jennifer last spoke. Her birthday is April 12, so a call now sets up a natural April gift moment and keeps her in your active rotation.
Relationship summary
TierA-List
Last touch47 days ago
Referrals sent2
Touchpoints YTD4 / 12
Since2019
Call prep
  • Birthday April 12 — mention you're thinking of her
  • She referred the Nguyens and the Patels — acknowledge it
  • Husband is Tom, he's a teacher at Garfield HS
  • Interested in downsizing within 2 years — not urgent yet
Recent touchpoints
Newsletter sentFebruary issue · opened
Feb 14
Outbound call · 9 minQ4 market check-in. She mentioned Tom's health scare — follow up carefully.
Jan 16
Holiday gift sent$55 candle set · delivered Dec 18
Dec 18
Fall Mixer — attendedCame with Tom. Introduced herself to 3 other guests.
Nov 4
Log a note
Private · syncs to contact profile