Hey Carrie, saw you reached out for help with Sober Living, do you already have experience with real estate or looking to break into it?
Aug 3, 2026, 1:15:30 PM UTC
Prospect·Other
Break into it. I just quit fed ex express as courier a week ago. I’ve been looking into sober living for awhile. In my area there is a need for it for sure
Aug 3, 2026, 1:17:31 PM UTC
Revenue AI — SHADOW (not sent)
Love that, sounds like the timing lined up. Ballpark, how much liquid capital do you have available to put toward getting started?
Details
Primary intent: interested_advancing
Intent strength: medium
Objective: discover_context
Objection type / stage: —
Missing discovery context: How much liquid capital she has available to start, as a specific number
Discovery prompt: How much liquid capital she has available to start, as a specific number
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Historical human reply·Other
Gotcha!
Aug 3, 2026, 1:21:58 PM UTC
Historical human reply·Other
Out of curiosity, what drew you towards sober living?
Aug 3, 2026, 1:22:03 PM UTC
Prospect·Other
I’ve known a lot of people with addiction. It just seems like it’s calling on me to help people and also make a income.
Aug 3, 2026, 1:22:40 PM UTC
Revenue AI — SHADOW (not sent)
That's a solid reason to get into this. Where are you thinking of starting, area wise?
Details
Primary intent: interested_advancing
Intent strength: medium
Objective: discover_context
Objection type / stage: —
Missing discovery context: How much liquid capital they have available to put toward getting started
Discovery prompt: Treat this field as known once there is useful context about where or how the prospect plans to start, such as target city/state, owning versus leasing, an existing property, or a property they are considering. Do not require every detail. Do not re-ask if enough context already exists to continue the sale.
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Prospect·Other
In my area I would see the homeless. There is suboxone clinics in area
Aug 3, 2026, 1:27:40 PM UTC
Revenue AI — SHADOW (not sent)
Gotcha, want to make sure I follow you, are you saying you're seeing a strong need for sober living in your area, or is something about that giving you pause?
Details
Primary intent: vague_or_unclear
Intent strength: low
Objective: clarify_message
Objection type / stage: —
Missing discovery context: How much liquid capital she has available, as a specific number
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Prospect·Other
Just in need here
Aug 3, 2026, 1:28:19 PM UTC
Historical human reply·Other
Love to hear it
Aug 3, 2026, 1:35:32 PM UTC
Historical human reply·Other
I recommend having 3-8k to put towards leasing a property and a 600+ credit score, is that currently feasible for you?
Aug 3, 2026, 1:35:36 PM UTC
Prospect·Other
Yes it is
Aug 3, 2026, 1:39:25 PM UTC
Historical human reply·Other
Sweet
Aug 3, 2026, 1:39:36 PM UTC
Historical human reply·Other
How soon were you looking to start the process of setting up your first property?
Aug 3, 2026, 1:39:42 PM UTC
Prospect·Other
Soon this month
Aug 3, 2026, 1:39:54 PM UTC
Revenue AI — SHADOW (not sent)
Got it, want to make sure I follow, do you mean you'd like to reschedule for later this month? What works?
Details
Primary intent: vague_or_unclear
Intent strength: low
Objective: clarify_message
Objection type / stage: —
Missing discovery context: Her liquid capital available for starting a sober living home, as a specific number
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Historical human reply·Other
Understood, what do you feel like you need help with setting this up?
Aug 3, 2026, 1:40:11 PM UTC
Prospect·Other
Zoning. What agencies to contact to get beds full.
Aug 3, 2026, 1:47:07 PM UTC
Revenue AI — SHADOW (not sent)
Zoning I can't speak to specifically, requirements for operating a sober living home vary by state, so I don't have anything I can confirm for yours. On the referral side, the program does include nationwide market research resources and NARR-style policy and procedure docs.
Details
Primary intent: question
Intent strength: medium
Objective: answer_question
Objection type / stage: —
Missing discovery context: Her liquid capital available to start, with a specific number
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Historical human reply·Other
Why don't we do this, are you open to meeting with one of my partners to show you everything I do in greater detail?
If things make sense and you want to move forward he’ll help in building out your step-by-step plan to get started and connect you with me
Aug 3, 2026, 1:47:26 PM UTC
Prospect·Other
Yes that would be great. Can we do later this week.
Aug 3, 2026, 1:50:06 PM UTC
Revenue AI — SHADOW (not sent)
Glad that works. I don't have times in front of me right now, so I can't confirm anything for later this week yet, let me check and get back to you.
Details
Primary intent: scheduling_request
Intent strength: high
Objective: acknowledge_information_gap
Objection type / stage: —
Missing discovery context: Her liquid capital and credit score with specific numbers
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Historical human reply·Other
Sure
Aug 3, 2026, 1:50:16 PM UTC
Historical human reply·Other
Let me know your email and phone no.?
Aug 3, 2026, 1:50:19 PM UTC
Historical human reply·Other
What time zone are you in?
Aug 3, 2026, 1:50:28 PM UTC
Prospect·Other
Lakesidecapitalproperty@gmail.com
Aug 3, 2026, 1:51:44 PM UTC
Revenue AI — SHADOW (not sent)
Got it. Before we lock a time, what number are you actually working with for liquid capital right now?
Details
Primary intent: interested_advancing
Intent strength: medium
Objective: discover_context
Objection type / stage: —
Missing discovery context: Their specific liquid capital amount and credit score numbers rather than a vague yes
Discovery prompt: Their specific liquid capital amount and credit score numbers rather than a vague yes
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Prospect·Other
Central. 7082270974
Aug 3, 2026, 1:52:28 PM UTC
Historical human reply·Other
He can do 1pm or 5pm CST on Wednesday, will be an hour long over Zoom, need you on a laptop with a pen and paper, let me know which one works best?
Aug 3, 2026, 1:53:29 PM UTC
Prospect·Other
Can’t I do zoom over my phone
Aug 3, 2026, 1:54:05 PM UTC
Revenue AI — SHADOW (not sent)
I don't have anything to confirm on that, the ask is a laptop with pen and paper for it. Does 1pm or 5pm CST Wednesday work better?
Details
Primary intent: question
Intent strength: medium
Objective: answer_question
Objection type / stage: —
Missing discovery context: Their liquid capital and credit score with specific numbers
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Prospect·Other
5 pm
Aug 3, 2026, 1:54:19 PM UTC
Prospect·Other
I will go purchase a lap top. I will need anyway
Aug 3, 2026, 1:54:48 PM UTC
Historical human reply·Other
Let me know once you get the invite?
Aug 3, 2026, 1:55:49 PM UTC
Prospect·Other
Sounds good
Aug 3, 2026, 1:56:01 PM UTC
Automated/CRM message·Other
Aug 3, 2026, 1:56:42 PM UTC
Historical human reply·Other
A deep-dive into the sober living business model: https://www.youtube.com/watch?v=oDLZLlHuQcg
Sober Living Program Walkthrough - https://go.soberlivingriches.com/appt-confirmation
Aug 3, 2026, 1:56:45 PM UTC
Prospect·Other
Ok received thank you
Aug 3, 2026, 1:58:34 PM UTC
Automated/CRM message·Email
Aug 3, 2026, 2:06:07 PM UTC
Automated/CRM message·SMS
Aug 3, 2026, 2:06:08 PM UTC
Historical outbound·Email
Aug 3, 2026, 4:01:41 PM UTC
Historical outbound·Email
Aug 3, 2026, 10:00:22 PM UTC
Historical outbound·Email
Aug 4, 2026, 2:04:28 PM UTC
Automated/CRM message·SMS
Aug 4, 2026, 10:01:21 PM UTC
Historical human reply·SMS
Do you have the Zoom link for our call?
Aug 4, 2026, 10:03:37 PM UTC
Historical outbound·Email
Aug 4, 2026, 10:03:41 PM UTC
Prospect·SMS
No I do not
Aug 5, 2026, 1:20:52 AM UTC
Historical outbound·Email
Aug 5, 2026, 2:01:05 AM UTC
Historical outbound·Email
Aug 5, 2026, 6:01:42 AM UTC
Historical outbound·Email
Aug 5, 2026, 10:00:49 AM UTC
Historical outbound·Email
Aug 5, 2026, 12:00:35 PM UTC
Historical outbound·Email
Aug 5, 2026, 3:03:30 PM UTC
Historical human reply·SMS
https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1 Here you go
Aug 5, 2026, 3:59:40 PM UTC
Historical human reply·SMS
Good to go for our call today?
Aug 5, 2026, 3:59:46 PM UTC
Prospect·SMS
Can i reschedule for Friday. Kids came to visit have me running
Aug 5, 2026, 7:54:34 PM UTC
Revenue AI — SHADOW (not sent)
No reply drafted — routed to human_review instead.
Details
Primary intent: scheduling_request
Intent strength: high
Objective: hold_for_human
Objection type / stage: —
Missing discovery context: Her liquid capital and credit score with specific numbers
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: human_review
Qualification status: unknown
Disqualification reason: —
Prospect·Other
Can i reschedule for Friday. My kids came to visit. Have me running everywhere today. Leaving Friday morning.
Aug 5, 2026, 7:56:25 PM UTC
Revenue AI — SHADOW (not sent)
I have Wednesday at 12:00 PM or Wednesday at 2:00 PM open, does either work?
Details
Primary intent: scheduling_request
Intent strength: high
Objective: offer_scheduling_slots
Objection type / stage: —
Missing discovery context: How much liquid capital she has available to put toward leasing or acquiring a property
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: deterministic_template
Qualification status: unknown
Disqualification reason: —
Automated/CRM message·Email
Aug 5, 2026, 8:01:20 PM UTC
Historical human reply·SMS
Automated Reminder: Your ZOOM call with Sober Living Riches is in 2 hours at 3:00 PM PDT. We just sent you an email with the zoom link (please check your junk/spam just in case).
As a reminder, please join from a device with a large monitor so we can share our screen as we review your goals & potential income with sober living.
Talk soon!
Aug 5, 2026, 8:01:21 PM UTC
Historical human reply·Other
Can you do 12pm on Saturday instead?
Aug 5, 2026, 8:10:30 PM UTC
Prospect·Other
Absolutely. Thank you
Aug 5, 2026, 8:15:11 PM UTC
Automated/CRM message·Email
Aug 5, 2026, 9:59:03 PM UTC
Historical human reply·SMS
Automated Reminder: Your Zoom call with Sober Living Riches is starting now! We just sent you another email with all your appointment information & the zoom link.
You can join here: https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1
Aug 5, 2026, 9:59:04 PM UTC
Automated/CRM message·Email
Aug 5, 2026, 10:22:30 PM UTC
Automated/CRM message·SMS
Aug 5, 2026, 10:22:31 PM UTC
Historical outbound·Email
Aug 6, 2026, 1:00:09 AM UTC
Historical outbound·Email
Aug 6, 2026, 7:01:51 AM UTC
Historical outbound·Email
Aug 6, 2026, 8:00:43 AM UTC
Historical outbound·Email
Aug 6, 2026, 11:00:19 AM UTC
Historical outbound·Email
Aug 6, 2026, 5:01:27 PM UTC
Historical outbound·Email
Aug 6, 2026, 9:00:39 PM UTC
Historical outbound·Email
Aug 7, 2026, 5:01:14 AM UTC
Automated/CRM message·SMS
Aug 7, 2026, 5:01:14 PM UTC
Historical human reply·SMS
Do you have the Zoom link for our call?
Aug 7, 2026, 5:03:41 PM UTC
Historical outbound·Email
Aug 7, 2026, 5:03:42 PM UTC
Historical outbound·Email
Aug 7, 2026, 9:00:59 PM UTC
Historical outbound·Email
Aug 8, 2026, 1:00:05 AM UTC
Historical outbound·Email
Aug 8, 2026, 5:00:19 AM UTC
Historical outbound·Email
Aug 8, 2026, 7:01:51 AM UTC
Historical outbound·Email
Aug 8, 2026, 10:00:08 AM UTC
Automated/CRM message·Email
Aug 8, 2026, 3:00:12 PM UTC
Historical human reply·SMS
Automated Reminder: Your ZOOM call with Sober Living Riches is in 2 hours at 10:00 AM PDT. We just sent you an email with the zoom link (please check your junk/spam just in case).
As a reminder, please join from a device with a large monitor so we can share our screen as we review your goals & potential income with sober living.
Talk soon!
Aug 8, 2026, 3:00:15 PM UTC
Automated/CRM message·Email
Aug 8, 2026, 4:59:06 PM UTC
Historical human reply·SMS
Automated Reminder: Your Zoom call with Sober Living Riches is starting now! We just sent you another email with all your appointment information & the zoom link.
You can join here: https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1
Aug 8, 2026, 4:59:08 PM UTC
Historical outbound·Call
[Outbound call, completed, no transcript fetched]
Aug 8, 2026, 5:02:32 PM UTC
Historical outbound·Call
[Outbound call, completed, no transcript fetched]
Aug 8, 2026, 5:03:21 PM UTC
Historical outbound·Call
[Outbound call, 1m34s, completed, no transcript fetched]
Aug 8, 2026, 5:03:33 PM UTC
Automated/CRM message·Email
Aug 8, 2026, 6:02:51 PM UTC
Automated/CRM message·SMS
Aug 8, 2026, 6:02:53 PM UTC
Historical human reply·SMS
Do you have the Zoom link for our call?
Aug 8, 2026, 6:05:17 PM UTC
Historical outbound·Email
Aug 8, 2026, 6:05:18 PM UTC
Automated/CRM message·Email
Aug 8, 2026, 6:59:00 PM UTC
Historical human reply·SMS
Automated Reminder: Your Zoom call with Sober Living Riches is starting now! We just sent you another email with all your appointment information & the zoom link.
You can join here: https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1
Aug 8, 2026, 6:59:02 PM UTC
Historical outbound·Call
[Outbound call, 4s, completed, no transcript fetched]
Aug 8, 2026, 7:01:18 PM UTC
Historical human reply·SMS
You ready Carrie? I'm in the zoom waiting for ya!
Aug 8, 2026, 7:02:22 PM UTC
Automated/CRM message·Email
Aug 8, 2026, 7:16:08 PM UTC
Automated/CRM message·SMS
Aug 8, 2026, 7:16:09 PM UTC
Historical human reply·Other
Hope you're good, how was your call with Josh?
Aug 9, 2026, 4:04:01 PM UTC
Prospect·Other
My meeting with Josh was very well. Getting finances in order. Thanks for asking.
Aug 9, 2026, 4:09:51 PM UTC
Revenue AI — SHADOW (not sent)
Glad it went well. On the finances side, one thing that's part of the program is that we may be able to connect people with organizations that already have grants available, we don't promise to land a grant for anyone. Would that be useful for you?
Details
Primary intent: interested_advancing
Intent strength: medium
Objective: propose_fit
Objection type / stage: —
Missing discovery context: How much liquid capital she actually has available, as a specific number
Discovery prompt: —
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Historical outbound·Email
Aug 11, 2026, 7:01:04 PM UTC
Historical outbound·Email
Aug 11, 2026, 11:01:25 PM UTC
Historical outbound·Email
Aug 12, 2026, 3:00:16 AM UTC
Historical outbound·Email
Aug 12, 2026, 9:00:33 AM UTC
Historical outbound·Email
Aug 12, 2026, 10:02:11 AM UTC
Historical outbound·Email
Aug 12, 2026, 1:03:38 PM UTC
Historical outbound·Email
Aug 12, 2026, 7:00:17 PM UTC
Historical outbound·Email
Aug 12, 2026, 11:00:51 PM UTC
Historical outbound·Email
Aug 13, 2026, 7:02:06 AM UTC
Automated/CRM message·SMS
Aug 13, 2026, 7:02:11 PM UTC
Historical human reply·SMS
Do you have the Zoom link for our call?
Aug 13, 2026, 7:04:29 PM UTC
Historical outbound·Email
Aug 13, 2026, 7:04:30 PM UTC
Prospect·SMS
Joshua, I did get the zoom link. I have to be on a flight at 12:50 tomorrow to Miami. I will be returning Wednesday. I was trying to take a late flight, but it was cheaper to go earlier.
Aug 13, 2026, 8:18:02 PM UTC
Revenue AI — SHADOW (not sent)
No worries at all, thanks for letting me know about the travel. Quick thing while I have you, what's the actual number you'd have available to put toward getting started?
Details
Primary intent: scheduling_request
Intent strength: medium
Objective: discover_context
Objection type / stage: —
Missing discovery context: How much liquid capital she has available to put toward leasing or acquiring a property
Discovery prompt: They already gave a range or a minimum for what they have available, but it's not quite enough on its own to confirm either way — get a more precise figure than that range, without repeating the same range back to them.
Offer positioning: validate_fit_then_call
Execution route: constrained_llm
Qualification status: unknown
Disqualification reason: —
Historical outbound·Email
Aug 13, 2026, 11:01:09 PM UTC
Historical outbound·Email
Aug 14, 2026, 3:00:24 AM UTC
Historical outbound·Email
Aug 14, 2026, 7:02:36 AM UTC
Historical outbound·Email
Aug 14, 2026, 9:00:53 AM UTC
Historical outbound·Email
Aug 14, 2026, 12:00:51 PM UTC
Automated/CRM message·Email
Aug 14, 2026, 5:00:45 PM UTC
Historical human reply·SMS
Automated Reminder: Your ZOOM call with Sober Living Riches is in 2 hours at 12:00 PM PDT. We just sent you an email with the zoom link (please check your junk/spam just in case).
As a reminder, please join from a device with a large monitor so we can share our screen as we review your goals & potential income with sober living.
Talk soon!
Aug 14, 2026, 5:00:47 PM UTC
Historical human reply·SMS
We can reschedule for this Wed if you cant make it today, let me know whats best!
Aug 14, 2026, 6:38:49 PM UTC
Automated/CRM message·Email
Aug 14, 2026, 6:59:01 PM UTC
Historical human reply·SMS
Automated Reminder: Your Zoom call with Sober Living Riches is starting now! We just sent you another email with all your appointment information & the zoom link.
You can join here: https://us06web.zoom.us/j/8924530025?pwd=6BHdSP6I4Q89w8sHIceOPxcYYKGxC4.1