SB
MB

Consultation to be Booked

Sarah & Mark Brown

New Home Berwick VIC (owned property) Discovery completed 14 Oct 2026

Next Step

Book Sarah & Mark's Consultation

Discovery completed

14 Oct 2026

2

Book Consultation

Next step

3

Preparation

Available after booking

Consultation

Not yet booked

Discovery outcome

Progressing – good fit

Reason not yet booked

Waiting to confirm Mark's work roster

Follow up by

Wednesday 21 October 2026In 7 days

Advisor

Andrew Stickley

Who should be involved?

A Consultation works best when everyone who should be there can attend. Check who should be in the room.

SB

Sarah Brown

Primary contact · Project member

MB

Mark Brown

Partner · Project member

Homeowner Preparation

Not yet available

Waiting for Consultation booking

Preparation will become available to Sarah & Mark once their Consultation is booked.

Follow-up Reminder

Follow up with Sarah & Mark about booking their Consultation.

Wednesday 21 October 2026(In 7 days)

Suggested next actions

Keep this Project moving — don't let it stall.

Discovery notes

Review what Sarah & Mark shared during the Discovery Conversation before you follow up.

Project activity

  1. Discovery completed

    14 Oct

  2. Follow up scheduled

    21 Oct

  3. Consultation

    Not yet booked

  4. Preparation

    Not yet available

  5. Recommendation

    Not yet started