Customer Details

July 10, 2026
K_

k_new_Lakeside Properties LLC

Run Analysis

Real Estate Developer

Rachel Green rachel@lakesideproperties.com 555-0111 400 Shoreline Drive, Minneapolis, MN …

44

Lead Score

Inactive

AI Analysis

Conversion
0%

❌ Low

Lifetime Value
$0

💰 5-year value

Risk Level
Low

✅ Stable

Engagement
50

🎯 Interaction score

Recommendations
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Quick Actions

Active Leads

3

0%

Interactions

4

0%

Pipeline Value

$309,650

0%

Last Activity

7 months, 2 weeks

Nov 24, 2025

Associated Leads

Pipeline Analysis

Total Pipeline

$0

0%

Avg Conversion

0%

0%

Win Rate

0%

-50.0%

Temperature Distribution
0 Hot (0%)
0 Warm (0%)
1 Cold (33.0%)

Total

3

Residential Development Soil Testing

New Business

$49257.00

Probability:

62%

Close:

Feb 09, 2026

AI Score:

82/100

Active

Foundation Testing for New Office Tower

New Business

$78748.00

Probability:

36%

Close:

May 15, 2026

AI Score:

82/100

Active

Waterfront Development Geotechnical Study

New Business

$181645.00

Probability:

40%

Close:

Mar 04, 2026

AI Score:

82/100

Active

Customer Information

Company

k_new_Lakeside Properties LLC

Contact

Rachel Green

Email

rachel@lakesideproperties.com

Phone

555-0111

Address

400 Shoreline Drive, Minneapolis, MN 55401

Type

Real Estate Developer

Status

Inactive

Created

Dec 15, 2025

Timeline

Engagement Summary

Strong buying signals (87% score). High interest in premium features. Action: Schedule demo within 48h.

Discussion about proposal details

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Nov 24

7 months, 2 weeks ago

Note 92 min Negative sales_manager

Discussion about project requirements

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Nov 13

7 months, 3 weeks ago

Note 55 min Negative sales_manager

Discussion about timeline

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Oct 24

8 months, 2 weeks ago

Meeting 67 min Neutral sales_manager

Discussion about budget

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Sep 20

9 months, 2 weeks ago

Phone Call 25 min Negative sales_manager