Good morning, Keith

Wed Sep 30, 2026 · 5 follow-ups due · 7 inspections in the next 60 days

K

Leads · 30d

47

+31% vs August

First reply

11 min

median, auto text on

Quotes out

14

2 need a follow-up

Close rate

38%

18 systems won this season

Inspections due

7

1 overdue

Storm list

1,146

+84 since Helene story

Leads by week

Every form on the site lands here, tagged by where it came from

Quote formBrochurePhone
17
Aug 10
19
Aug 17
16
Aug 24
25
Aug 31
24
Sep 7
29
Sep 14
39
Sep 21
19
Sep 28

Week of Sep 21 spiked after the storm-list email. This week is partial.

Pipeline

Systems at each stage, live from the list below

3

OPLS

5

Standard

2

Not sure yet

Sales follow-up

3 overdue. The oldest one is where the sale goes cold.

  • Gary & Sue Whitfield

    Punta GordaQuote form

    Standard

    16,000 lb+

    Quote follow-up call

    3d overdueAuto follow-up on

  • Rob Tate

    NaplesBrochure

    System TBD

    Not sure

    Day-5 call task

    2d overdueAuto follow-up on

  • Dave Kowalski

    Cape CoralQuote form

    OPLS

    10,000 lb

    First reply: send the site-visit link

    1d overdueAuto follow-up on

  • Linda Marsh

    Matlacha / Pine IslandBrochure

    System TBD

    7,000 lb

    Day-2 email: Standard vs OPLS

    todayAuto follow-up on

  • Mike Brennan

    SanibelStorm list

    OPLS

    10,000 lb

    First reply: send the site-visit link

    todayAuto follow-up on

Annual inspections

Queued from every registration. Reminders go out at 60, 30 and 7 days.

  • Ed Carrow

    Cape Coral

    Standard · BLL-24-0187

    Installed Sep 25, 2025

    Sep 25

    5d overdue
    60d30d7d

  • Karen Doyle

    Fort Myers

    OPLS · BLL-24-0203

    Installed Oct 5, 2025

    Oct 5

    in 5d
    60d30d7d

  • Frank Mercer

    Punta Gorda

    Standard · BLL-24-0211

    Installed Oct 10, 2025

    Thu Oct 8

    Booked
    60d30d7d

  • Beth Sandoval

    Sanibel

    OPLS · BLL-24-0226

    Installed Oct 21, 2025

    Oct 21

    in 21d
    60d30d7d

  • Walt Iverson

    Matlacha / Pine Island

    Standard · BLL-24-0240

    Installed Oct 27, 2025

    Oct 27

    in 27d
    60d30d7d

  • Nora Pike

    Naples

    Standard · BLL-24-0252

    Installed Nov 14, 2025

    Nov 14

    in 45d
    60d30d7d

  • Hal Brooks

    Bonita Springs

    OPLS · BLL-24-0266

    Installed Nov 29, 2025

    Nov 29

    in 60d
    60d30d7d

Next 14 days

Site visits, installs and inspections

  1. Thu

    1

    Site visit

    Tom Reyes

    Fort Myers · 9:00 AM

  2. Sat

    3

    Site visit

    Pat Nguyen

    Fort Myers · 8:00 AM

  3. Thu

    8

    Inspection

    Frank Mercer

    Punta Gorda · Standard

  4. Wed

    14

    Install

    Jim Halvorsen

    Cape Coral · Standard · 10,000 lb

Activity

Everything the site and this console did today

  • Mike Brennan joined the storm list from the Helene story
  • Auto text sent to Linda Marsh (day 0)
  • Karen Doyle opened her 30-day inspection reminder

Sample data for the preview. On the live site this is fed by the quote form, the brochure gate, lift registration and the storm list, or piped into the CRM your team already uses.