Friday · April 17
Good morning, Marcus.
You have 3 hot leads and 2 quotes going stale. Three past clients are due for a spring touch-back.
All systems18 active records
New Leads
3
today
Quotes Pending
3
$4,330 open
Jobs Booked
3
this week
Completed
3
last 30 days
Follow-Ups Due
3
past clients
Needs attention today
Ranked by urgency and deadline risk
- PSPriya ShahNew LeadGarage cleanout · Ballantyne3h ago→ Call back within 2 hrs — in-law deadline Fri
- DCDevon CarterNew LeadAppliance pickup — fridge + washer · Plaza Midwood4h ago→ Confirm stair access + send quote
- JPJanelle PopeQuotedLight demolition — shed · Myers Park2d ago$780→ Nudge — quote sent 2 days ago
- HAHenry AlcantaraQuotedJunk removal — full basement · Eastover3d ago$1,450→ Customer deciding between us and 1-800-Got-Junk
- MDMaria DelgadoQuotedLight demolition — deck · SouthPark4d ago$2,100→ Nudge — 4 days silent
Pipeline snapshot
15 active records
- New Lead3
- Contacted3
- Quoted3
- Booked3
- Completed3
- Follow-Up3
Activity · today
- Thomas Ek1h agoReferred by Goldbergs; intro call 8 min
- Priya Shah3h agoForm submitted via Google Ads landing page
- Ellis Mbeki4h agoInbound text from Nextdoor
- Devon Carter4h agoInbound text — photos of fridge attached