Good morning, Carly

Wednesday, September 9, 2026

ECP Intelligence·Activities to prioritize first

1
Reconnect with Sandra Smith before her 9:30 tour
high
Score 82 and touring in person today, but last contact was 7 months ago. A quick confirmation call warms up the visit.
Open record
2
Send Dorothy Miller's lease packet
high
Highest-scoring lead (91), Hot stage, move-in targeted for Sep 12. The packet is the only thing blocking her.
Open record
3
Reengage Evelyn Hayes
medium
New lead that has never been contacted and is starting to age. A first outreach now keeps her from going cold.
Open record

ECP Intelligence·Top leads to focus on

Today's Schedule

5 events

Tasks

3 overdue

Overdue

Call Sandra Smith

Last contact 7 months ago

Send lease packet to Dorothy Miller

Due yesterday

Re-engage Evelyn Hayes

Never contacted · 15 days in pipeline

Due Today

Prep tour packet for 9:30 AM Kennebunk tour

Due 9:00 AM

Email pricing sheet to George Whitfield

Due 2:00 PM

Log outcome of Harold Bennett family call

Due end of day

PriorityHighMediumLow

Upcoming Move-ins

4 · next 30 days

Dorothy Miller
One Bedroom · Atria Newport Plaza
Lease signed
Sep 12
in 3 days
Walter Reyes
Studio · Atria Las Posas
Deposit received
Sep 16
in 7 days
Sandra Smith
Two Bedroom · Atria Kennebunk
Financials pending
Sep 24
in 15 days
Margaret Ellison
One Bedroom · Atria Darien
Tour completed
Sep 29
in 20 days

Upcoming Move-outs

3 · next 30 days

Herbert Lang
Transferring to memory care · Atria Willow Wood
Sep 15
in 6 days
Marjorie Vance
Relocating closer to family · Atria Darien
Sep 21
in 12 days
Clifford Nunez
Higher level of care needed · Atria Newport Plaza
Sep 28
in 19 days