9:41
Next stop · 12 min out
Brief
H
Active account

The Hendersons

Backyard pool build · Zone B · Rocklin
Hot lead Quote sent
Estimate on the table
$48,200
12x financing available
92% fit
How to open
Talking points
Generated from the record
Live
Open with
Thank them for the Miller referral, then lead with the tanning ledge they loved on the walk-through.
Expect · price
They opened the quote 3x on financing. Frame the 12x plan at $402/mo before the number.
Close for
Ask for a spring dig date. Two build slots left before the May freeze on new pours.
Key facts
Source
Referral · Miller
In pipeline
18 days
Quote opens
3x · yesterday
Last touch
Text · 2 days
Recent activity
Opened the quote 3 times
Yesterday, 8:12 PM · lingered on financing
Quote sent · $48,200
4 days ago · auto follow-up scheduled
On-site measure & design
6 days ago · loved the tanning ledge
Hold to add a visit note
Speak after the visit, Brief files it to the record