Bella Business OS
People
B
S
CUSTOMER 360
Sarah T.
English speaking coaching · Bangkok
Score
55/100
Close probability
52%
New
Potential revenue
฿24K
Deal value ฿24K
Last contact
5 h ago
LINE
Next Best Action
Qualify goal, schedule and package
Warm referral, but the learning goal is still too broad to quote confidently.
AI follow-up draft
Before I recommend a package, can I ask what you want to improve most: daily conversation, work meetings, or presentations? Once I know that and your weekly schedule, I can suggest the most efficient plan.
Customer overview
- Source
- Friend referral
- Language
- English / ไทย
- Business line
- teaching
- Stage
- New
- Next action
- Tomorrow · 11:00
AI customer memory
Warm referralNeeds goal discovery
Customer timeline
5 h ago
Last contact
English speaking coaching
AI
AI qualified the lead
Warm referral, but the learning goal is still too broad to quote confidently.