| Client | Billing | Last Contact | Last Note | Review | Upsold | Actions | |
|---|---|---|---|---|---|---|---|
| David Kimbrough |
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10d ago
2026-07-16
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SMS Positive: David replied warm to check-in, thinks he has a small new co… |
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| Freddy Bonilla |
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10d ago
2026-07-16
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SMS Freddy replied positive: last leads better and he is in talks (deal fo… |
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| Chris Ramos |
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8d ago
2026-07-18
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OTHER NO-SHOW pattern on recent appointments - Chris is not showing up to bo… |
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| Terence Munroe |
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7d ago
2026-07-19
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SMS Daily task (case study). Sent a light no-pressure nudge re-floating th… |
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| Dean Fabian |
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7d ago
2026-07-19
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CALL CALL (Ryan) - RESOLVED the messaging/calendar sync issue. Confirmed ro… |
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| AJ figueroa |
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5d ago
2026-07-21
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SMS SMS - friendly check-in. AJ reached out on main (hows it going, been a… |
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| Randy Crites |
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39d ago
2026-06-17
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CALL Steve attempted to call Raelyn, but overall many of the leads have bee… |
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| Andrew Mcfarlane |
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32d ago
2026-06-24
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CALL Successfully logged Andrew into the CRM and reviewed the pipeline with… |
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| Matt Smith |
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27d ago
2026-06-29
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CALL Nico spoke with june 29th |
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| Jim Long |
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27d ago
2026-06-29
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CALL Spoke with Jim to follow up on his recent appointments and technical i… |
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| Nick Troy |
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25d ago
2026-07-01
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SMS SMS check-in: reconnect after 34d cold, asked how leads flowing. |
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| Jeremy George |
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25d ago
2026-07-01
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SMS SMS check-in: asked if any leads moved forward. |
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| Ross Chatwin |
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25d ago
2026-07-01
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SMS SMS: asked how hot transfers converting, anyone moved forward. |
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| Jason Scism |
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25d ago
2026-07-01
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SMS SMS reply: will fold remodel-type leads into targeting for a mix, work… |
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| Steve Owens |
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25d ago
2026-07-01
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SMS SMS: followed up on last appointments, asked if any decided to move fo… |
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| Damian Sanchez |
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20d ago
2026-07-06
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SMS SMS (billing): REFUND APPROVED by Nico. Sent Damian confirmation refun… |
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| Adam Hardigree |
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19d ago
2026-07-07
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SMS SMS (main): Adam gave advance notice - calendar blocked, NO LEADS July… |
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| Robert Lansing |
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18d ago
2026-07-08
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SMS CHURN (graceful): Robert Lansing canceled 7/7 via Nico thread - result… |
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| James Jackson |
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18d ago
2026-07-08
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CALL Spoke with James to review his recent leads and appointments. * **Rus… |
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| Mike Blake |
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17d ago
2026-07-09
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CALL Spoke with Mike to get an update on his appointment with Lee Taylor. H… |
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| R.J. Pierson |
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17d ago
2026-07-09
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CALL Spoke with Cameron to follow up on the lead for Genny. He confirmed th… |
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| Kenneth M Pompeo |
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17d ago
2026-07-09
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SMS SMS (billing): Kenneths ads are LIVE with his own video creative. Sent… |
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| Bob Gibbins |
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16d ago
2026-07-10
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CALL I spoke with Bob regarding his appointment with Lisa Johnson. The appo… |
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| Ryan Seekatz |
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13d ago
2026-07-13
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CALL Spoke with Phil to review his campaign and gather feedback. He identif… |
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| Mike Lopez |
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11d ago
2026-07-15
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SMS Texted Mike: looped Nico in for payments + Meta ad-spend visibility, w… |
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| Christopher Jones |
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11d ago
2026-07-15
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SMS Sent video testimonial ask: 60-sec selfie video on who he is, time wit… |
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| Greg Miele |
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11d ago
2026-07-15
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SMS Texted Greg (billing line) acknowledging the last cold-lead batch came… |
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| Steve Turner |
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10d ago
2026-07-16
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CALL Spoke with Steve regarding Isabel's appointment. Isabel requested that… |
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| Bill Stevens |
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8d ago
2026-07-18
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CALL Spoke with Bill re: his appointment with Serge Pash. Due to limited av… |
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| Kevin Mccarthy |
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6d ago
2026-07-20
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CALL ZOOM CALL (Ryan) with BRIAN McCARTHY - Kevins FATHER, helping manage t… |
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| Doreen Miethe |
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5d ago
2026-07-21
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OTHER UPDATE - service-area red flag resolved. Doreen flagged the Massapequa… |
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| Brian Holmes |
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5d ago
2026-07-21
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SMS SMS - AD REQUEST. Brian (Cool Blu Pools) asked us to advertise a 14x24… |
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| Jason Rutledge |
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5d ago
2026-07-21
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SMS SMS - PAUSE REQUEST. Jason needs to pause NEW advertising for a few da… |
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| Kenny Blaison |
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4d ago
2026-07-22
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SMS SMS (billing). Followed up on his July 20 support call with Nico and a… |
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| Ryan Byrd |
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4d ago
2026-07-22
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SMS SMS (billing). Client asked why leads are not converting to appointmen… |
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| Francisco Martínez |
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4d ago
2026-07-22
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SMS SMS (main, Elizabeth). Client asked twice about an unexplained $190 ch… |
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| Sean Whittier |
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4d ago
2026-07-22
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SMS SMS (main). Client considering pausing ad spend. Approx $1k in, one re… |
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| Jeff Gale |
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2d ago
2026-07-24
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SMS Access restored. Jeff reported 7/23 he had NEVER been able to log in (… |
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| Maggie Castillo |
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1d ago
2026-07-25
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SMS Follow-up SMS after voicemail: let Maggie know I called and left a mes… |
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| Tyler Worthey |
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1d ago
2026-07-25
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CALL RESOLVED: Ricardo got his calendar connected. Bookings will now sync g… |
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