RB

Rachel Brandt - full reroof

1428 Maple Ct · Quote sent · $18,750 · Rep: J. Diaz

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Overview Photos (14) Quotes (1) Messages Documents Tasks
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Activity

Quote viewed by homeowner - option B opened twice

Today, 2:14p

Quote sent - 3 options, $16,900–$21,400

Yesterday, 4:40p

14 photos added from inspection · annotated

Yesterday, 11:05a

EagleView measurement attached - 28.4 sq

Mon, 9:20a

Personality insightAI
C - Analytical Detail-oriented

Leads with data. Send the warranty specs and itemized pricing before the call. Avoid pressure tactics; give her time to compare.

Lead with numbers and documentation Email first, then schedule the call Don't push for same-day close
Draft an email in her style →
Website activityconsented
Financing page3 visits
Metal roofing gallery6 min
Warranty details2 visits
SourceGoogle Ads · "hail damage"
Tasks2 open

Follow up on quote - due tomorrow

Send financing options - due Fri