The Heat of the Transaction: When the Client Has Drip
- Observer (level 1)
- Participant (level 3)
- Curator (level 5 – can create private lifestyle events)
- Previously requested pricing or a demo
- Had a sales call but didn’t close (“think it over”)
- Engaged with high-intent content (pricing page, case studies)
- Ghosted after a trial or proposal
UI
Risks and Warnings: The Cold Truth