Illustrative Client Profile
Marcus Devereaux
Past client · Closed Nov 2022
Home
NeighbourhoodOld Strathcona
TypeDetached · 3bd/2ba
Est. value$610k – $650k
Ownership3.5 years
Imported from CRM. Client data synced automatically from agent's contact list.
Profile
Owner Detached Whyte Ave corridor Sub-$700k range Long-term hold
What's annotated in this brief
Personalisation
1
Named greeting — addressed directly to Marcus by first name.
2
Bookstore story — selected because it's on Marcus's block, Whyte Ave corridor.
3
Arts District — relevant to long-term hold intent; zoning shapes future property character.
4
Market data — his estimated value sits in the active sub-$700k segment.
5
Quick notes — both items are within 3 blocks of Marcus's address.

Business moments — subtle & contextualised
A
Listings link — a quiet text link after the market data. Feels like a natural next step, not a promo.
B
Conversation invite — written in the same italic voice as the letter. No button, no urgency.
C
Referral P.S. — one quiet line after the sign-off. Reads as a personal note, not a solicitation.
Sarah Chen
Sarah Chen
Royal LePage · Edmonton
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Whyte Avenue, Old Strathcona at dusk
Old Strathcona
May 2026 Edmonton, AB