Client Vitals — Alpha Timeshare Consultants

No Client

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No quote No follow-up Assessment

Client

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Resort

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Monthly / Yearly

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Quote / Stage

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Case Completion0%

Fill in owner info, fees, and quote to complete this profile

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Owner Information

First Name

Last Name

Phone

Closer

Phone 2, Email, Co-Owner

2nd Phone

3rd Phone

Co-Owner First

Co-Owner Last

Resort & Purchase Info

Resort Name

City

State

−

Year Purchased, Price, Why Out

Year Purchased

Purchase Price

Times Used Total

Last Time Used

Why Do They Want Out?

🌊 Maintenance Fees

MTF Amount

Monthly MTF

Billed

Behind on MTF?

Months Behind — MTF

Cancel late MTF on exit Cancel all future MTF on exit

🏦 Mortgage

Monthly Payment

Annual

Balance Remaining

Original Price Paid

Set year & credit rating below

Months Behind — Mortgage

Cancel late mortgage on exit Cancel all future mortgage on exit

Credit Affected?

Credit Rating

Resort Threat Level

Resort Action Level

Remaining Term & Payoff

YOUR CURRENT COMMITMENT

Monthly

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Yearly

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Total Owed / Past Due

—

Year Purchased

Purchase Price

Rate

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Total Paid (Loan)

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Alpha Solution

Alpha Fee

Term

Monthly Payment

Funding

Current — Your Resort

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MTF + mortgage, compounding

Alpha Solution — —

—

Then $0/month, forever

Total Saved

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Follow-Up Date & Expected Price

Follow-Up Date

Expected Price

Stage & Tasks0 done

Page / Section	Email	Text	Verbal	Agreed	Go

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Objection & CRM

Objection

Status

Notes

Auto CRM Note

Appointment

Type

Client — A B C D

Today

Date

Time

Certainty

Follow-Up

Date

Time

Certainty