Cody Martinez
Sales Manager
Stay on top of every customer touchpoint — calls, texts, renewals, and reviews.
Overdue
Due Today
Upcoming
Waiting on Estimate
Waiting on Insurance
Yosemite Club Renewal
Review Request
Declined estimate — re-engage with revised pricing
Yosemite Club payment past due — 2 cycles
Send revised quote with skylight upgrade
Confirm material color choice (Weathered Wood vs Charcoal)
Schedule on-site inspection
Decision expected on Phase 1 estimate
Pending signed proposal for TPO replacement
Insurance carrier reviewing supplemental claim
Awaiting adjuster final report
Yosemite Club renewal — Basecamp expires Sep 14
Multi-Property Account renewal — proposal sent
Request Google review — job completed Apr 28
Request review — job paid May 03