Follow-Ups
Track customer actions and upcoming sales follow-up.
Customer actions and scheduled sales follow-up.
Sample follow-up records — task persistence is not connected yet.
| Customer | Due | Ownership | Follow-Up | Status | Notes |
|---|---|---|---|---|---|
Date Aug 12, 2026 Time 9:30 AM | Alex Rivera | Type Call Priority High | Open | Confirm afternoon call-coverage gap and ask who answers the office line after 2pm. | |
Date Aug 13, 2026 Time 2:00 PM | Alex Rivera | Type Proposal Follow-Up Priority High | Open | Walk Sam through the presented package line by line. He asked specifically about deposit collection and missed-call response before signing. | |
Date Aug 14, 2026 Time 11:00 AM | Morgan Blake | Type Information Needed Priority Normal | Open | Need current after-hours answering process and preferred contact window. | |
Date Aug 15, 2026 Time 10:15 AM | Morgan Blake | Type Meeting Priority Normal | Open | — | |
Date Aug 18, 2026 Time 4:00 PM | Alex Rivera | Type Email Priority Low | Open | Send summary of discovery themes before next onsite. | |
Date Aug 19, 2026 Time Time not set | Jordan Patel | Type Text Priority Not set | Open | Confirm dinner-rush availability for a short follow-up conversation. | |
Date Aug 8, 2026 Time 3:30 PM | Jordan Patel | Type Internal Review Priority Normal | Completed | Reviewed dispatch communication gaps with ops lead. Ready for proposal draft. | |
Date Aug 7, 2026 Time 1:00 PM | Morgan Blake | Type Email Priority Low | Completed | Sent intake confirmation and requested staff directory for phone routing. | |
Date Aug 5, 2026 Time 8:45 AM | Alex Rivera | Type Call Priority Normal | Completed | Owner confirmed field crews still rely on personal cell phones. Discussed missed inbound calls during morning load-out, weak Google presence on older trucks, and whether a simple deposit request before seasonal installs would reduce no-shows. Follow with website and communications package options next week. | |
Date Aug 6, 2026 Time 9:00 AM | Jordan Patel | Type Meeting Priority High | Cancelled | Jobsite walk cancelled — superintendent out of town. Reschedule later. | |
Date Aug 4, 2026 Time 5:30 PM | Morgan Blake | Type Other Priority Low | Cancelled | — |
Alex Rivera
Primary Contact: Jordan Ellsworth Montgomery
Denver, CO
Confirm afternoon call-coverage gap and ask who answers the office line after 2pm.
Alex Rivera
Primary Contact: Sam Ortiz
Aurora, CO
Walk Sam through the presented package line by line. He asked specifically about deposit collection and missed-call response before signing.
Morgan Blake
Primary Contact: Taylor Chen
Fort Collins, CO
Need current after-hours answering process and preferred contact window.
Morgan Blake
Primary Contact: Dr. Priya Nair
Boulder, CO
—
Alex Rivera
Primary Contact: Jordan Ellsworth Montgomery
Denver, CO
Send summary of discovery themes before next onsite.
Jordan Patel
Primary Contact: Casey Ruiz
Santa Fe, NM
Confirm dinner-rush availability for a short follow-up conversation.
Jordan Patel
Primary Contact: Chris Delgado
Phoenix, AZ
Reviewed dispatch communication gaps with ops lead. Ready for proposal draft.
Morgan Blake
Primary Contact: Riley Quinn Ashford-Bennett
Salt Lake City, UT
Sent intake confirmation and requested staff directory for phone routing.
Alex Rivera
Primary Contact: Avery Kim
Boise, ID
Owner confirmed field crews still rely on personal cell phones. Discussed missed inbound calls during morning load-out, weak Google presence on older trucks, and whether a simple deposit request before seasonal installs would reduce no-shows. Follow with website and communications package options next week.
Jordan Patel
Primary Contact: Pat Nguyen
Billings, MT
Jobsite walk cancelled — superintendent out of town. Reschedule later.
Morgan Blake
Primary Contact: Dana Brooks
Reno, NV
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