Operator Console|Internal View

The Bennett Home

2416 Hawthorne Lane, Portland, OR 97214

Active Lead
Advisor: Rachel Torres
Lead Score
87/100
+5
Attachment Rate
72%vs 45% avg
✓ Protection✓ Financing
Projected Revenue
$46K

28.5% margin · $13.1K contribution

Conversion Prob.
78%AI predicted

High confidence · 8 touchpoints

Beyond Intelligence Insights

Predictive intelligence for this household

High bundle conversion potential

92% confidence

Household shows strong interest in coordinated install. Recommend pushing Full Home bundle during consultation.

Timeline sensitivity detected

85% confidence

Customer mentioned move-in deadline. Prioritize schedule confirmation to prevent drop-off.

Financing pre-approval ready

88% confidence

Based on project scope and home value, pre-approved for $55K at 0% for 12mo. Surface in consultation.

Customer Journey

Awareness

Feb 12

Intake

Feb 18

3

Design Consult

Mar 25

4

Quote Review

Apr 1

5

Financing

Apr 5

6

Order

Apr 7

7

Install

May 15

8

Complete

Jun 15

Project Breakdown

$46,000 total
CabinetsCustom Kitchen Cabinetry
$18,000
FlooringEngineered Hardwood Flooring
$12,000
ClosetsCustom Closet System
$8,000
HardwarePremium Cabinet Hardware
$2,000
ProtectionBeyondCare Home Protection Plan
$1,800
InstallationExpert Installation Package
$4,200

Recommended Actions

Recent Activity

Viewed Full Home Bundle

2 hours ago

Downloaded financing info

1 day ago

Opened consultation reminder

2 days ago

Uploaded inspiration photos

3 days ago

Household Context

Home TypeCraftsman
Square Feet2,400
Budget Range$35K – $60K
Timeline90 days
StyleWarm Modern

Customer Goals

Improve storage
Modernize finishes
Stay on schedule