SAL-02 · CUSTOMER DEAL JOURNEY
Customer Deal Journey Timeline · Amaka Eze
End-to-end journey from first lead touch to final ownership · every step, every receipt, every message
Deal probability 92%
Stage
Active customer
installment plan
Temperature
Hot
last touch 18h
Deal probability
92%
AI · 7-day window
Lifetime value
₦14.6M
plot + referrals
Assigned agent
Tunde A.
Lekki territory
Deal Probability Score
92/100
7-day close probability · model: sales-v3.1
Engagement signal94%
Payment commitment88%
Inspection conversion92%
Referral activity76%
Risk signals12%
Next Action Card
Next best action
Send Feb 2025 final installment confirmation via WhatsApp
Template insp_final_v2 ready · spouse cc'd · auto-attach allocation letter · suggested window: today 4–6pm
Est. uplift
+₦3.2M close
If skipped
-14% prob in 7d
Owner
Tunde A.
Deal stages
Lead → Handover
Lead Captured
Done
First Contact
Done
Inspection Booked
Done
Inspection Completed
Done
Reservation Made
Done
Payment Proof Uploaded
Done
Payment Verified
Done
Plot Allocated
Done
Documents Generated
Done
Handover Pending
Upcoming
Customer journey · full timeline
Every milestone with context, receipts and channel of record
Lead Captured
COMPLETEDJun 04 2024
Source: Instagram ad · score 72 · auto-matched to Lekki Pearl campaign · routed to Tunde A.
First Contact
COMPLETEDJun 04 2024 · 19m later
WhatsApp inbound · agent replied in 4 min · 8-message thread · positive sentiment
Inspection Booked
COMPLETEDJul 12 2024
Saturday 10:00 · Lekki Pearl Phase 3 · bus tour · T-24h + T-3h reminders sent
Inspection Completed
COMPLETEDJul 13 2024
2nd visit · walked 3 plots · selected B14 · agent notes uploaded
Reservation Made
COMPLETEDAug 01 2024
Plot B14 · 60-day reservation window · ₦5.4M reservation receipt issued
Payment Proof Uploaded
COMPLETEDAug 02 2024
Zenith transfer screenshot · ₦5.4M · sent via WhatsApp
Payment Verified
COMPLETEDAug 03 2024
Finance reconciled · RCP-2024-07788 · ledger updated
Plot Allocated
COMPLETEDOct 18 2024
Plot B14 · Block 3 · 600sqm · officially allocated · status: Active customer
Documents Generated
COMPLETEDOct 18 2024
Allocation Letter · Subscription Agreement · Survey Plan · all delivered via email + portal
Handover Pending
UPCOMINGAug 2025 (projected)
Title perfection in progress · C of O at Lands Bureau · keys & deed handover Q3 2025
Customer Conversation History
Every WhatsApp, SMS, call & email logged against this deal
| When | Channel | Agent | Topic | Outcome |
|---|---|---|---|---|
| 18h ago | Tunde A. | Confirmed receipt · sent allocation update | Positive | |
| 2 d | Call (8m 42s) | Tunde A. | Discussed final installment Feb 2025 | Positive |
| 9 d | SMS | Auto | Payment reminder · acknowledged 4m | Neutral |
| 22 d | Tunde A. | Sent allocation letter · spouse cc'd | Positive | |
| 2 mo | Auto | Welcome to ownership pack · opened 3× | Positive | |
| 4 mo | Tunde A. | Inspection follow-up · 4 questions | Positive | |
| 5 mo | Call (12m) | Tunde A. | First call · payment plan options | Neutral |
Payment timeline
Receipts against plot B14
| Date | Amount | Channel | Receipt | Status |
|---|---|---|---|---|
| Nov 10 | ₦4.5M | Zenith TRF | RCP-08841 | Verified |
| Oct 12 | ₦950K | Paystack | RCP-08502 | Verified |
| Sep 14 | ₦950K | Paystack | RCP-08221 | Verified |
| Aug 14 | ₦950K | Paystack | RCP-07918 | Verified |
| Aug 02 | ₦5.4M | Zenith TRF | RCP-07788 | Verified |
| Feb 25 | ₦3.2M | Plan · final | — | Pending |
Document timeline
Allocation Letter · B14
Generated · sent via email · acknowledged
Survey Plan uploaded
Approved Lagos State surveyor
Subscription Agreement signed
DocuSign · both parties
Reservation Receipt issued
₦5.4M · 60-day window opened
C of O · processing
Submitted to Lands Bureau · Q2 2025
Inspection History
Every site visit for this customer · with agent notes
| Date | Estate | Agent | Plot(s) walked | Outcome | Note |
|---|---|---|---|---|---|
| Jul 13 2024 | Lekki Pearl Ph.3 | Tunde A. | B12, B14, B22 | Reserved | Selected B14 · liked corner orientation |
| Jul 06 2024 | Lekki Pearl Ph.3 | Tunde A. | A03, B14, B16 | Strong interest | 2nd visit with spouse · debated A03 vs B14 |
| Jun 22 2024 | Lekki Pearl Ph.2 | Funmi O. | Ph.2 walkaround | Considering | Initially exploring Phase 2 · upsold to Phase 3 |
Risk Signals
Payment cadence on track
6 of 7 installments on/before due date
Sentiment positive · last 30d
No escalation, no complaints
Final installment due Feb 25
₦3.2M · spouse cc'd · template scheduled
Allocation conflict closed
Plot swap B12↔B14 resolved with consent
Customer Lifetime Value
₦14.6Mcurrent
Projected lifetime ₦42.8M incl. referrals + Phase 4 upsell
Plot value (B14)78%
Referrals brought (2)42%
Upsell potential (Ph.4)64%
Diaspora circle reach38%
Handover Readiness Score
68/100
Q3 2025 handover · 4 prerequisites outstanding
Final installment cleared86%
Allocation letter ack100%
Survey + deed pack72%
C of O · Lands Bureau48%
Site readiness · roads64%
Handover slot booked0%
Lead-to-Allocation Velocity
Days between every major milestone · vs cohort median
Lead → Reservation
58d
median 72d · -19%
Reservation → Verify
2d
median 4d
Verify → Allocation
76d
median 84d
Allocation → Handover
~290d
projected
Document Generation Status
| Document | Ver | Generated | Delivered | Status |
|---|---|---|---|---|
| Allocation Letter · B14 | v3 | Oct 18 | Email + portal | Done |
| Subscription Agreement | v2 | Sep 28 | DocuSign | Done |
| Survey Plan · B14 | v1 | Oct 02 | Done | |
| Reservation Receipt | v1 | Aug 02 | WhatsApp + email | Done |
| Deed of Assignment | draft | — | — | Pending |
| C of O | draft | Lands Bureau Q2 25 | — | Processing |
Timeline Audit Trail
Every system + human event written to this deal
| Timestamp | Actor | Event |
|---|---|---|
| Nov 11 09:14 | Tunde A. | WhatsApp note: confirmed receipt, sent allocation update |
| Nov 10 16:42 | Finance · system | Verified payment RCP-08841 ₦4.5M |
| Nov 10 12:08 | Customer | Uploaded Zenith transfer proof via portal |
| Oct 18 11:01 | Legal Docs | Generated allocation letter v3 for B14 |
| Oct 18 11:02 | System | Email delivered + portal notif acked 14m |
| Aug 03 09:22 | Finance · system | Verified payment RCP-07788 ₦5.4M |
| Aug 01 18:40 | Tunde A. | Created reservation · 60-day window |
| Jul 13 13:55 | Tunde A. | Inspection completed · selected B14 |
| Jun 04 19:00 | Auto-routing | Lead L-2284 routed to Tunde A. (Lekki) |