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 |
|---|---|---|---|---|---|---|
| Terri Mcdonald Phone (352) 454-5385 Email tmcd1663@aol.com Project address 2160 SE 177th Ave, Silver Springs, FL 34488, USA | $23,083.35 | Still deciding · stale Sent June 22 · pending document dated June 17 | Yes · July 14 Still deciding and promised to respond | Cindi · July 15 Offered help; no later activity logged | Unassigned rep Cindi handled estimate | Follow up now and get a decision or dated revisit |
| John Carlson | $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 Tammy/Cailey tagged; Blake scoped | Email/text now; homeowner is deaf and prefers written communication |
| Tom McKeone | $31,535.72 | Follow-up unanswered Estimate sent August 12 | No reply after follow-up | Melissa · August 21 Asked whether estimate was reviewed | Blake | Second follow-up now and record disposition |
| Leticia Gonzalez | $54,571.44 | Follow-up unanswered Proposal dated August 3 | No reply after follow-up | Melissa · August 21 Asked whether estimate was reviewed | Blake | Second follow-up now and record disposition |
| Sandra Phone (407) 489-9324 Project address 10767 se 110th street rd, Belleview, FL 34420 | $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 Blake prepared scope | Assign owner and follow up now |
| Doug Buck | $109,428.57 | New proposal · presentation needed Proposal dated August 25 | No proposal response yet | Melissa · August 26 Moved to Prospect; no send/presentation note | Unassigned rep Blake scoped addition | Confirm delivery/presentation and set next-touch date |
| Freimuth-Haile Cheryl Daniel | $39,300.00 | New proposal · presentation needed Proposal dated August 26 | No proposal response yet | Blake/Melissa · August 26 Kitchen scoped and estimate created | Unassigned rep Blake scoped kitchen | Present estimate and set follow-up date |
| Aida Montes | $174,474.82 | Active conversation Two open documents: $148,189.10 + $26,285.72 | Yes · August 21 Asked for exterior/interior examples | Blake · August 24 Explained design follows commitment | Blake | Check back August 28 if silent |
| Delaney Mayo | $72,342.86 | Verbal green light Revised kitchen proposal dated August 26 | Yes · positive intent Green light on her end; trust/bank approval remains | Tyler update · August 26 Homeowner needs approval from trust-fund handlers | Blake / CBC sales team | Set a specific trust-approval check-back date |
| Donna Tanck | $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 | Blake | No current chase; calendar a January revisit |
Proposal totals: Active open proposals total $584,022.48. Including Donna Tanck’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
Jennifer Burkert
$21,110.91
Paid – Review to Close · Blake · $5,000.00 recorded paid
Phone
(610) 349-0134
(610) 349-0134
Project address
7175 SW 14th St, Ocala, FL 34474, USA
7175 SW 14th St, Ocala, FL 34474, USA
Lisa Berger
$33,642.76
Approved – Renovation/New Construction · Blake · $6,000.00 recorded paid
Phone
(410) 746-1977
(410) 746-1977
Email
lisablatt@gmail.com
lisablatt@gmail.com
Project address
17411 SE 112th Ct, Summerfield, FL 34491, USA
17411 SE 112th Ct, Summerfield, FL 34491, USA
Traci Bryan
$26,157.17
Engineering · Blake · $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, named ownership, and disciplined next-touch dates.
ACTION SUMMARY
Present immediately
Doug Buck and Cheryl Freimuth-Haile have new proposals but no recorded send/presentation confirmation.
Follow up immediately
Terri Mcdonald, John Carlson, Tom McKeone, Leticia Gonzalez, and Sandra need a decision-oriented next touch.
Keep warm
Delaney Mayo has a verbal green light pending trust approval. Aida Montes is in an active design conversation.
Deferred
Donna Tanck explicitly deferred until January due to finances. Calendar the revisit instead of treating her as an active-now opportunity.
Evidence boundary: JobTread and CBC HighLevel were inspected read-only. Tyler’s Delaney update was supplied directly by CBC and is labeled as such. Calls or messages outside these systems remain invisible unless staff log them.