Saturday, September 26 · 11 to do now, 4 coming up.
Do now
11- Visit scheduled1d since the visit
Send the quoteWrite it up while it's fresh, then mark it sent.
Jamal Reed - Contacted5h past the window
Book the site visit1st follow-up of 4 · Offer two concrete times.
Curtis Landry - Deposit paid2h past the window
Thank them and set the start date1st follow-up of 2 · Text thanks and ask about dates that don't work.
Whitney Cole - New24h past the window
Call now1st attempt of 5 · Call within 7 minutes. No answer? Leave a short voicemail.
Marcus Bell - New1d overdue
Try again3rd attempt of 5 · Second day. Call first, then text.
Test Intake - Visit scheduledToday
Site visit todayText when you're on your way.
Gabriela Ortiz - In progressToday
Work starts todayText that the crew is on the way.
Joyce Patterson - NewToday
Try again3rd attempt of 5 · Second day. Call first, then text.
Elena Vasquez - Paid in fullToday
Ask for a Google reviewTwo days after payment. Text the link.
Monica Alvarez - NewDecide
Decide: Not now or LostAll 5 attempts made · No reply after 6 attempts. Park them with a check-back date, or mark lost.
Tom & Denise Harper - NewDecide
Decide: Not now or LostAll 5 attempts made · No reply after 7 attempts. Park them with a check-back date, or mark lost.
Priyanka Shah
Coming up
4- QuotedTomorrow
Check in on the quote1st follow-up of 4 · Two days in. Ask if they have questions.
Steve Kowalski - In progressIn 2d
Finish up, walk through, collect final paymentWalk the job with them, then send the final invoice.
Tina Broussard - Visit scheduledIn 3d
Visit in 3dNothing to do yet. Confirm by text the day before.
TEST Maria Gonzalez (delete me) - QuotedIn 3d
Call about the quote2nd follow-up of 4 · Call. Ask what's holding them up.
Andrea Fontenot
Later
6- Visit scheduledIn 4d
Visit in 4dNothing to do yet. Confirm by text the day before.
Kathy Nguyen - ContactedIn 6d
Last nudge to book4th follow-up of 4 · Last one. No reply? Mark lost.
Renee Okonkwo - QuotedIn 6d
Email a recap3rd follow-up of 4 · Resend the estimate in case the first one got buried.
Luis & Carmen Delgado - QuotedOct 3
Last check-in4th follow-up of 4 · Offer to close the file or hold a spot.
Nancy Bright - Work scheduledOct 4
Starts Oct 4Nothing to do yet. Remind them the day before.
Omar Haddad - In progressOngoing
Finish up, walk through, collect final paymentWalk the job with them, then send the final invoice.
Greg Thibodeaux