Managed Meta Spend
$4,045.25
July 15–August 26 · all spending campaign lanes
Approved Savvy AI Jobs
$80,910.84
3 approved jobs · $17,539.29 recorded paid
Active Open Proposals
$584,022.48
10 pending documents across 9 active homeowners
Immediate Follow-Up
7
2 active/likely-moving · 1 deferred
Sent estimates, contacts and follow-up
Every Savvy AI customer with a pending JobTread customer-order document. Sorted by urgency, then active/deferred status.
LIVE JOBTREAD + HIGHLEVEL
7Immediate follow-up or presentation
2Active / likely moving
1Deferred to January
| Homeowner & contact | Estimate | Current status | Reply evidence | Latest activity | Owner | Next action |
|---|---|---|---|---|---|---|
| OPP-001 | $23,083.35 | Still deciding · stale Sent June 22 · pending document dated June 17 | Yes · July 14 Still deciding and promised to respond | Sales representative · July 15 Offered help; no later activity logged | Unassigned rep Sales representative handled estimate | Follow up now and get a decision or dated revisit |
| OPP-002 | $71,357.14 | No post-estimate follow-up Proposal dated August 4 | No post-estimate decision recorded | No proposal presentation or follow-up logged | Unassigned rep Team member/Team member tagged; Sales team scoped | Email/text now; homeowner is deaf and prefers written communication |
| OPP-003 | $31,535.72 | Follow-up unanswered Estimate sent August 12 | No reply after follow-up | Sales coordinator · August 21 Asked whether estimate was reviewed | Sales team | Second follow-up now and record disposition |
| OPP-004 | $54,571.44 | Follow-up unanswered Proposal dated August 3 | No reply after follow-up | Sales coordinator · August 21 Asked whether estimate was reviewed | Sales team | Second follow-up now and record disposition |
| OPP-005 | $7,928.58 | Sent · no follow-up logged Corrected document sent August 13 | No post-estimate reply recorded | No follow-up logged after send | Unassigned rep Sales team prepared scope | Assign owner and follow up now |
| OPP-006 | $109,428.57 | New proposal · presentation needed Proposal dated August 25 | No proposal response yet | Sales coordinator · August 26 Moved to Prospect; no send/presentation note | Unassigned rep Sales team scoped addition | Confirm delivery/presentation and set next-touch date |
| OPP-007 | $39,300.00 | New proposal · presentation needed Proposal dated August 26 | No proposal response yet | Sales team/Sales coordinator · August 26 Kitchen scoped and estimate created | Unassigned rep Sales team scoped kitchen | Present estimate and set follow-up date |
| OPP-008 | $174,474.82 | Active conversation Two open documents: $148,189.10 + $26,285.72 | Yes · August 21 Asked for exterior/interior examples | Sales team · August 24 Explained design follows commitment | Sales team | Check back August 28 if silent |
| OPP-009 | $72,342.86 | Verbal green light Revised kitchen proposal dated August 26 | Yes · positive intent Green light on her end; trust/bank approval remains | Contractor update · August 26 Homeowner needs approval from trust-fund handlers | Sales team / Home Service Client sales team | Set a specific trust-approval check-back date |
| OPP-010 | $19,916.68 | Deferred until January Job marked Dead; proposal remains pending in JobTread | Yes · August 19 Cannot add another payment; will revisit in January | Homeowner decision recorded | Sales team | No current chase; calendar a January revisit |
Proposal totals: Active open proposals total $584,022.48. Including OPP-010’s deferred/Dead $19,916.68 document, all 11 pending documents total $603,939.16. Aida has two documents; treating them as overlapping scopes gives a conservative active customer-level maximum of $557,736.76.
Approved Savvy AI jobs
Latest approved base order per job; superseded proposal revisions are not double-counted.
CURRENT JOBTREAD READBACK
APP-001
$21,110.91
Paid – Review to Close · Sales team · $5,000.00 recorded paid
APP-002
$33,642.76
Approved – Renovation/New Construction · Sales team · $6,000.00 recorded paid
APP-003
$26,157.17
Engineering · Sales team · $6,539.29 recorded paid
Approved total: $80,910.84 across three customers, with $17,539.29 currently recorded paid. Lisa’s older $32,114.30 approved proposal is treated as superseded by the newer $33,642.76 approved order, not counted twice.
Sales accountability
The current bottleneck is proposal presentation, documented responsibility, and disciplined next-touch dates.
ACTION SUMMARY
Present immediately
OPP-006 and OPP-007 have new proposals but no recorded send/presentation confirmation.
Follow up immediately
OPP-001, OPP-002, OPP-003, OPP-004, and OPP-005 need a decision-oriented next touch.
Keep warm
OPP-009 has a verbal green light pending trust approval. OPP-008 is in an active design conversation.
Deferred
OPP-010 explicitly deferred until January due to finances. Calendar the revisit instead of treating her as an active-now opportunity.
Evidence boundary: JobTread and client CRM were inspected read-only. Contractor’s Delaney update was supplied directly by Home Service Client and is labeled as such. Calls or messages outside these systems remain invisible unless staff log them.