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2Engaged
1Qualified
2Appointment
1Won
0No leads
Yuxi Chen
@yuxi.vancouver · Instagram · Vancouver, BC
Detected intent: IELTS Speaking 7.0 by April (92% confidence)
Grade 11 student, applying to UBC. Mentioned weak fluency twice.
Interest28/30
Need23/25
Budget12/15
Timing14/15
Engagement13/15
CRM record
- Stage
- Qualified
- Last contact
- 12 min ago
- Next action
- Send free speaking assessment link
- Owner
- Ning AI (agent)
- Consent
- Inbound conversation · opt-out honoured
Follow-up cadence
- Day 1Thank-you + free speaking assessment link
- Day 3Send student result story (same test month)
- Day 7Offer consultation slot
- Day 14Share cohort start date + payment plan
- Day 30Soft check-in, then pause 60 days
Guardrails: max 1 message per 48h, quiet hours 21:00–09:00 local, hard stop after 5 unanswered touches.