SM

Sarah & Mark Brown

Discovery Booked
New Home Berwick VIC (owned property) Project started 2 Oct 2026

Next: Discovery Conversation

Wednesday 14 October 2026

2:00 pm – 2:45 pm

Video call (Calendly)

Sarah Brown, Mark Brown, Andrew Stickley
Discovery Conversation (40–45 minutes)
Advisor: Andrew Stickley

Nothing required from Sarah & Mark beforehand. This is deliberately an informal initial conversation — there is no homeowner Preparation before Discovery.

Journey Progress

Explore
Discovery
Prepare
Consult
Recommend
Get Started

Discovery Conversation

  • Learn about them and their goals
  • Understand where they're at
  • Explain how we work
  • Confirm if we should progress to a Consultation

Project at a Glance

Primary contact

Sarah Brown

SB

Partner

Mark Brown

Invited

Email

sarah.brown@email.com

Phone

0400 123 456

Interested in

New home

Exploring

Home Creator designs

Property

Owned property

Source

Instagram / Book

What we know so far

Book

62%

read

Ideas saved

3

ideas from Explore

Home Creator

2

designs viewed

Household

2 adults

No children

Recent Activity

  • Discovery call booked

    2 Oct, 4:12 pm

  • Book — Consultation page viewed

    2 Oct, 3:40 pm

  • Saved 3 ideas from Explore

    1 Oct, 9:15 am

  • Home Creator — 2 designs viewed

    30 Sep, 7:02 pm

  • Mark Brown invited as partner

    30 Sep, 6:30 pm

Conversation & Messages

  • SB
    Sarah Brown2 Oct, 4:20 pm

    Thanks Andrew — really looking forward to the chat on Wednesday.

  • HB
    HomeBoS2 Oct, 4:12 pm

    Hi Sarah & Mark, your Discovery Conversation is confirmed for Wed 14 Oct at 2:00 pm.

Advisor Notes

Private

Internal — homeowners cannot see this.

Things to Follow Up

  • Prepare for Discovery call 14 Oct
  • Review Sarah & Mark's Home Creator designs 13 Oct
  • Confirm Calendly reminder sent 12 Oct

Outcome after Discovery

After the Discovery Conversation, record the outcome here. Sarah & Mark only move into Prepare once a Consultation is actually booked.

  • • Progressing — Consultation booked → Prepare released
  • • Progressing — Consultation not yet booked → Preparation held
  • • Not progressing now