Hannah Marsh

Customer intelligence profile for the legal intake vertical. Prefers human.

Scores

Intent41

Opportunity70

Engagement60

Medium priority

Engaged

Consent review

Recommended actions

Create Task

Maintain momentum with a timely follow-up.

high

Detected opportunities

Sales Opportunity

64% confidence

A new lead entered the system

Respond quickly to qualify the lead

Risk indicators

Advice boundary review required

Adds caution to outreach decisions

warning

Repeated no response

Lowers engagement and slows outreach cadence

info

Normalized signals

Website intake

NEW_LEAD

+25

Referral received

EMAIL_CLICK

+12

Intelligence graph

6 nodes and 5 relationships connect this customer to signals, opportunities, communications, and risk flags.

submitted
signal: NEW_LEAD
submitted
signal: EMAIL_CLICK
associated-with
opportunity: Initial consultation
flagged-with
risk: Advice boundary review required
flagged-with
risk: Repeated no response

Recommended workflow

The action plan SignalFlow would run for this customer, with policy decisions and a simulated execution. Nothing is sent.

Standard follow-up workflow

Trigger: NEW_LEAD (intent 41, opportunity 70)

1 executed

1 blocked

0 escalated

Partially completed

Action graph

Create Task

Open the conversation on the customer preferred channel.

Executed

wait 10m

Send Email

Missing email consent blocks this action until consent is captured.

Blocked

Policy decisions

Create Task

Consent present, action allowed.

Allowed

Send Email

Missing email consent blocks this action until consent is captured.

Blocked

Execution timeline

09:00Create TaskExecutedCreate Task executed in simulation.

09:10Send EmailBlockedMissing email consent blocks this action until consent is captured.