NP looking at senior care, mission-driven, needs stability for kids.
Commission projection
What this placement is worth — if it closes
Adjust assumptions for this lead
Inputs are visual only for now — wiring edit-to-persist ships with the Supabase backend migration. Defaults match Mid-tier brand.
Discovery
What we've learned so far
- Mission-driven — actually cares about elder care
- Wants a business that uses her clinical expertise
- Lower-risk profile given family situation
Activity
4 entries
- Stage change· Dawn·
Moved to Follow Up. Consulting complete — she's finalizing the 401k rollover and talking with her kids about timing. Don't lose track; check in every 2 weeks.
- Note· Dawn·
Email: she's pulling together capital (401k rollover + HELOC). Wants intro call with a current BrightStar owner in Phoenix.
- Note· Dawn·
First call. Strong fit — clinical background is rare and valuable for home care. Walked her through BrightStar Care vs Comfort Keepers. She liked BrightStar's medical model.
- Lead created· System·
Referral from past client (Tom Williams).
Follow-ups
1 scheduled
Owner intro call — BrightStar Phoenix operator
Intro her to David Lee, who's been running BrightStar Scottsdale for 3 years.
Overdue
Calendar
Next 7 days
Calendar data is mock for now. Real Google Calendar sync ships when Dawn connects her account.