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SJ

Buyer persona

Sarah Jenkins

First-Time Homebuyer · Personal Purchase

Qualified Lead

Sarah is a first-time homebuyer looking for a 3-bedroom house in the suburban neighborhoods. She is highly budget-conscious, concerned about high interest rates, and wants a safe neighborhood for her family.

Mission

Help Sarah find a suitable 3-bedroom suburban home that fits her budget and addresses her fears about interest rates.

Buyer

  • 32 years old
  • First-time homebuyer
  • Married with a toddler
  • Using a conventional loan with 10% down

Cares About

  • Safe neighborhood
  • School district quality
  • Low monthly mortgage payment
  • Move-in readiness

Likely Concerns

  • High interest rates
  • Hidden maintenance costs
  • Outbidding wars
  • Length of the closing process

Win Condition: Discover

  • Monthly budget limit
  • Desired school rating
  • Pre-approval status
  • Target move-in date
Relationship moodCautiously warming
Trust36%
Interest62%
Calls in cycle1
Call history (1)
Jul 18, 20263/5

The rep made initial rapport, asked one qualifying discovery question (about budget), and got several specifics from the buyer (desired bedrooms, suburb focus, school priority, monthly mortgage limit). However, the rep made errors: once confusing budget for "phone," twice awkwardly interjecting irrelevant language lines, which broke flow. The rep pushed for a sales presentation without addressing the buyer's core ask about interest rates/mortgage options. The buyer requested more detail and demonstrated willingness to engage but did not agree to any concrete next step.