Denise Holloway

Customer intelligence record with a unified activity timeline served from the database.

Vertical

legal intake

Scores

Intent 62 ; Opp 81 ; Eng 58

Consent

Consent granted

Revenue impact

$1,369 attributed

Activity timeline3 of 30 events

Filter events

All Business Audit AI and review Workflow Revenue

Book Appointment
May 29, 8:06 PM
Recommendation: Customer signaled appointment intent.
Advice boundary review required
May 29, 8:06 PM
Risk flag: Adds caution to outreach decisions
Repeated no response
May 29, 8:06 PM
Risk flag: Lowers engagement and slows outreach cadence

Denise Holloway

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Consultation request
Website intake

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent62

Opportunity81

Engagement58

High priority

Appointment Intent

Workflow runs

Appointment booking follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Recovered

$1,369

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Initial consultation

Denise Holloway

$2,738

Intent score58

Legal Intake desk143d ago

Appointment Set