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Missed call · 10:42 AM

Hi, it's Copperfinch Remodeling. Sorry we missed your call, we're on a job site. What can we help with?

Hi! Looking for a quote on a bathroom remodel.

Do you build decks in Escondido?

Yes, we work across San Diego County. Want to book a free estimate?

Thursday afternoon?

You're booked for Thursday at 3:00 PM. A confirmation is on its way by text.

New lead · website form · 7:48 PM

Hi Jamie, thanks for reaching out to Copperfinch. We got your request, and Dan will call you tomorrow morning.

A lead has waited 15 minutes

Jamie R. asked about a kitchen remodel 15 minutes ago and hasn't heard back yet. Tap to call.

New Facebook lead form · “Kitchen remodel”

Jamie R. was added to your CRM. Source: Facebook. Assigned to Dan.

Estimate sent · no reply for 2 days

Hi Jamie, just checking that the bathroom estimate reached you. Any questions I can answer?

Next follow-ups on day 5 and day 10

Before Dan comes out: what budget range do you have in mind, and could you send two or three photos of the space?

Around $25k. Photos attached.

7:00 AM

Good morning, Dan. Today: call back 2 new leads. 1 estimate has waited 5 days (Jamie R.). Appointments at 9:00 and 1:30.

No reply to two texts

Email: Hi Jamie, following up on your deck question. Reply here or pick a time that suits you.

Still quiet: a call is added to Dan's list

A batch of 20 old leads · approved by Dan

Hi Jamie, it's Dan from Copperfinch. You asked about a deck last spring. Still on your list? Happy to take a fresh look.

Estimate tomorrow · 9:00 AM

Reminder: Dan from Copperfinch will see you tomorrow at 9:00 AM. Reply C to confirm or R to reschedule.

C

Confirmed

Missed appointment · 9:00 AM

Sorry we missed you today, Jamie. Would you like to pick a new time? Here is the booking link.

So sorry! Friday works.

Booked online · Thursday 3:00 PM

Added to your Google Calendar.

Dan blocks Friday morning

Friday morning is closed on your booking page.

Last job · 14 months ago

Hi Jamie, it's Dan from Copperfinch. How is the deck holding up? If anything needs a touch-up, just reply here.

Deck sealed 12 months ago

Hi Jamie, it's been a year since we sealed your deck. Want us to book this year's reseal before the rainy season?

Contract signed

Welcome to Copperfinch, Jamie! Next: Dan confirms your start date. Questions about the project? Reply here anytime.

Happy customer · job complete

So glad you love the new kitchen, Jamie! Know someone planning a remodel? We'd take good care of them.

One year since the kitchen was finished

One year ago today we finished your kitchen, Jamie. Thank you again! If you're planning a next project, we'd love to help.

Job complete

Thanks for choosing Copperfinch, Jamie! Would you share a quick Google review? It helps a small team like ours.

Done! Love the new bathroom.

New Google review · 5 stars

Jamie R.: “Great crew, always on time.” Suggested reply: “Thank you, Jamie! It was a pleasure.” Tap to approve.

You're booked to start on Tuesday, November 3. To hold the date, here is the deposit link.

Deposit paid · receipt sent

Jamie R. approved the quote

Invoice sent to Jamie R.

Paid

Receipt sent.

Invoice unpaid · 7 days

Hi Jamie, a friendly reminder that invoice #1042 is due. You can pay here anytime.

Next reminders on day 14 and day 21

Are your estimates free?

Yes, estimates are free. Would you like me to find a time this week?

Monday · 9:00 AM

Posted to Instagram and Facebook: “Before and after: a 1970s bathroom, made new.”

Next post Thursday, from your approved library