PROPERTIES IOAdmin
All prospects
Smithville OSS-08 · Contacts
DA
Dr. Dana Alvarez
Practice Owner | Growing North KC dental group
@dana@example-dental.comVERIFIED
☎816-555-0142VERIFIED
⌂123 Kansas St, Liberty MO 64068VERIFIED
SEG A 04 · CONVERSION score 42 72% 3/6 verified
Owner-Occupant Lease expiring ≤ 2026 Expanding headcount
TOUR_REQUESTED ▾
Context — why this prospect exists in the system
Tags & journey
dental multi-location north-kc
Signal-worthy aspects2
Intent signals from enrichment — they key the Outreach assets, the Bio analysis, and the Action Feed.
Family & connections1
AR
Alex R. · Business Partner
Signs the lease with Dana; owns EDG Holdings LLC 50/50.
Contact points3/6 verified
Identity
Company firmographics
Deal requirements
LinkedIn profile (mapped)
Campaign attribution
Portfolio — properties & locations2
Property
Type
SF
Role
Example Dental — Liberty
123 Kansas St
Medical (leased)
3,200
Tenant
Gladstone pad building
456 N Oak Trfy
Retail pad
4,100
Owner
Experience & education
Practice Owner · Example Dental Group2017–present
Associate Dentist · Heartland Dental2012–2017
UMKC School of Dentistry · DDS2008–2012
Consent on file: Given (form checkbox). Server-side tracking active across CDP (Surfside), GA4 Measurement Protocol, and LinkedIn Conversions API — joined on the identity keys below.
3
page views (2 sessions)
1 / 1 / 1
email opens / clicks / replies
1
phone calls (tracked lines)
75%
deepest video quartile
Identity graph — join keys
SHA256_EMAILdana@example-dental.comRESOLVED
LI_FAT_IDfat-8842aaRESOLVED
GA4 client_id—MISSING
utm_id first/lastsmv_a_03_stat-v1RESOLVED
Engagement score51
Weighted event sum, 50% decay after 30 days. Submits/tours/inbound calls dominate; opens and views trickle. Current lead score: 42.
Server-side payloads
CAPI sends through the API console with this prospect’s hashed email + li_fat_id and logs itself back into this stream.
Event stream18
5d agoSMS
Confirmed Thursday 2pm
SMS_REPLY
6d agoEMAIL
“Can we walk it Thursday?”
EMAIL_REPLY
9d agoSURFSIDE
Flyer PDF (ungated re-download)
DOC_DOWNLOAD
9d agoGA4
/smithville/suite-600 (return visit)
KEY_PAGE_VIEW
14d agoCRM
Tour set · by B. Nelson
TOUR_SCHEDULED
14d agoCALL
Inbound → tracked line · 11m 32s
CALL_INBOUND
16d agoEMAIL
Clicked site plan link
EMAIL_CLICK
16d agoEMAIL
Leasing package — opened (2×)
EMAIL_OPEN
16d agoEMAIL
Leasing package — Suite 600
EMAIL_DELIVERED
17d agoLI_CAPI
LEAD conversion uploaded
CAPI_LEAD_SENT
17d agoLI_TAG
Tour Request form submitted
LGF_SUBMIT
17d agoLI_TAG
Tour Request form opened
LGF_OPEN
18d agoLI_TAG
03-PRODUCT video · THIRD_QUARTILE
VIDEO_VIEW_75
19d agoLI_TAG
03-PRODUCT video · MIDPOINT
VIDEO_VIEW_50
21d agoSURFSIDE
Session 4m 12s · 3 pages
SESSION
21d agoGA4
/smithville/suite-600
PAGE_VIEW
21d agoGA4
/smithville/medical
PAGE_VIEW
21d agoLI_TAG
SMV_A_03_IMG_v1 click
AD_CLICK
Pre-filled from this record — merge tokens resolve live ({first}, {co}, {signal}, {owned}, {space}…). Edit the Profile tab and every asset rewrites. Copy follows the claims rules: sourced numbers, delivery 2026, rates on request, never a price. 1 hidden — segment F only.
CALL SCRIPT
Discovery call · owner-occupant
Hi Dana, this is Andrew Danner with Windfield Real Estate — did I catch you at an OK time? Reason for the call: we track ownership and growth signals across the Northland, and Example Dental Group came up because of Lease expiring ≤ 2026. I work the leasing on The Shops at Smithville — a 30,150 SF center on U.S. 169 in full renovation, delivering 2026, with four spaces left at 4,000–6,000 SF. Given where Example Dental Group is headed, I wanted to see whether a Northland location is on your radar this year.
CALL SCRIPTkeyed: Lease expiring ≤ 2026
Signal call · lease expiring
Hi Dana — Andrew Danner, Windfield Real Estate. I'll be direct about why I called: your lease at Gladstone pad building looks to be coming up, and The Shops at Smithville delivers renovated space on U.S. 169 in 2026 — which lines up with your window instead of fighting it. Four spaces, 4,000–6,000 SF, systems updated, five tenants already committed. Rates on request — and I answer same-day. Worth 15 minutes to see if the timing math works before you renew?
EMAILkeyed: Expanding headcount
Signal email · expanding headcount
subject: Dana — room to grow on U.S. 169 (2026)
Hi Dana, Saw Example Dental Group is growing — congratulations. Growth usually hits the walls before it hits the books, so a data point: The Shops at Smithville: 26,609 people within 5.5 miles, average household income $120,991 (2023 ACS). Four renovated spaces left, 4,000–6,000 SF, delivering 2026. Andrew Danner · Windfield Real Estate | CORFAC · 816.612.5191
TEXT / SMS
Tour confirm SMS
Dana — Andrew Danner w/ Windfield. Confirming your tour at The Shops at Smithville (U.S. 169). Reply Y to confirm or send a better time. Floor plans in your inbox.
Generated bio

Dr. Dana Alvarez is a Practice Owner at Example Dental Group based in Kansas City Metropolitan Area.

LinkedIn headline: “Practice Owner | Growing North KC dental group” (Healthcare Services · Owner · 2nd-degree).

The business: Medical Practice, 11-50 staff, 2 locations, 9 yrs.

Portfolio: 2 properties — owns 1 (Gladstone pad building).

Deal: Suite 600 · 5,180 SF · 4,000–6,000 SF · General + cosmetic dentistry, 8 ops · occupancy Q4 2026 · timeline 60–90 days. LOI: None.

Signals: Lease expiring ≤ 2026; Expanding headcount.

Source: Lead Gen Form. Consent: Given (form checkbox).

Data quality: profile 72% complete; 3/6 contact points verified, 3 still scraped.

Analysis
Segment fit
Maps to A — Medical / Dental / Urgent Care (Healthcare Services / Owner).
Space fit
Requirement 4,000–6,000 SF fits: Suite 600 (AVAILABLE).
Authority
Signs their own lease — no committee lag.
Urgency
Occupancy target Q4 2026 with a 60–90 days window — matches the delivery calendar.
Timing signal
Lease expiring ≤ 2026 — the 2026 delivery matches their window; lead every touch with the calendar.
Verification gap
3 scraped contact points unconfirmed — verify before broker handoff.
Warm path
6 mutual connections — an intro beats another impression.
Next best action — ranked4 queued
P1
1. Verify contact points (3/6 done)
Scraped/unconfirmed data never goes to a broker. Verify buttons are on the Profile tab.
P1
2. Schedule the tour
Status is TOUR_REQUESTED with no tour date set. Speed-to-tour is the strongest LOI predictor.
P1
3. Lead with the lease-expiry window
Signal on file: lease expiring ≤ 2026. The signal call script is pre-merged on the Outreach tab.
P2
4. Ask for the warm intro
2nd-degree with 6 mutuals — have Alex R. or a broker connection open the door.
Rules-based, recomputed on every open: verification gaps → speed-to-tour → score routing → journey/DMP sync → LOI sequence → enrichment. P1 items block broker handoff.