Good morning, Roger
Tuesday, September 29
2Meetings today
4Call these
3New leads
2Waiting on you
Today's meetings
Your hours9:30AM
Harborview Medical PlazaWalk the rooftop units with Marcus ReedFrom your QR leave-behind
2:00PM
Summit Office ParkPM contract walkthrough, 3 buildingsBooked by you
Call these, gone quiet
See allNew leads
QR codesWaiting on your reply
EmailStalling deals
PipelinePitch a PM contract
See allNeeds a quick fix
Pine Ridge Property Partners
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Ranked by won project value plus PM value. Stars always float to the top. Red means no contact in 14 days.
Crescent Hotel Group
Owner, Hotel. Charlotte, NC
PROJECT VALUE
$348,000PM VALUE
$64,000/yrMeeting prep
- PM contract covers 2 of their 3 hotels. The Riverside property is not on it yet.
- Last email (Sep 6): Lena asked about adding the Riverside boiler plant. You haven't replied.
- Open deal: PM expansion, $64k/yr, 80% Win, quiet for 22 days.
- Bring up: a site walk at Riverside and a quote to add it to the PM contract.
Deals
Add dealHotel PM contract, 2 propertiesContract Jan 2026 to Dec 2026. Quarterly service
PM
Closed Started/Won
Closed Started/Won
PM expansion, Riverside propertyClose date Oct 31
PM
80% Win
80% Win
Lobby RTU replacementFinished June 2026
Project
$212,000
$212,000
Kitchen exhaust retrofitFinished Feb 2026
Project
$136,000
$136,000
Contacts
LM
Lena MoralesDirector of Engineering. Last talked Sep 6
TB
Tom BeckerRegional Ops Manager. Last talked Aug 14
History
Email from Lena MoralesSep 6. Asked about adding the Riverside boiler plant to the PM contract.
Voice note after site visitAug 28. "Both RTUs running well. Tom mentioned budget opens up in Q4."
Quarterly PM service completedAug 20. Logged from Salesforce.
Card scanned: Tom BeckerAug 14. Added as a contact, no duplicate account.
PINE RIDGE PROPERTY PARTNERS
Dana Whitfield
Director of Facilities
d.whitfield@pineridgepp.com
Office 864-555-0147 Cell 864-555-0199
220 Laurel Commons Dr, Greenville, SC
Office 864-555-0147 Cell 864-555-0199
220 Laurel Commons Dr, Greenville, SC
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Read in 3 seconds. No duplicate found.No account in Salesforce matches Pine Ridge Property Partners or the pineridgepp.com email domain.
Dana
Whitfield
Director of Facilities
Pine Ridge Property PartnersRead from card
d.whitfield@pineridgepp.com
864-555-0147
864-555-0199
220 Laurel Commons Dr, Greenville, SC 29601
Kelso needs these
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Multifamily and ResidentialAI guess
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Trade show, IFMA Charlotte
$1.42MOpen pipeline
14Open deals
$612kWon this year
Stages match Kelso's Salesforce. Tap a deal to open its account.
New leave-behind
Tie it to a business, print it on a card or sticker. When they scan it, they tell you what they need and book a time.
Your codes
Scans / formsHarborview Medical PlazaLeft Sep 22. Booked today 9:30
6 / 1Booked
Maple Grove ApartmentsLeft Sep 25
2 / 1Lead
Riverbend Distribution CenterLeft Sep 18
3 / 1Lead
Oakview Office TowerLeft Sep 12. Scanned, no form yet
4 / 0Follow up
Trade show stackIFMA Charlotte, not tied to one business
19 / 55 leads
A scan with no form is still a warm signal. Those show up as "Follow up."
How can we help?
Pick a time
Tell us a little about what you need and Roger will follow up.
Boiler keeps tripping, 120 units
Maple Grove Apartments, Greenville
Within 30 days
Priya Nair
864-555-0133
Thu 1Fri 2Mon 5Tue 6
8:00 AM9:15 AM10:30 AM
The live form is already built. Only Roger's open times show, pulled from his calendar.
Waiting on you (2)Waiting on them (3)All client email
Summit Office Park, Jordan Pike2 days
Re: PM pricing for Buildings A to C
Summary: Wants PM pricing per building before their Oct 15 budget meeting. Also asked if filter changes are included.
Harborview Medical Plaza, Marcus ReedYesterday
Unit info for Thursday
Summary: Sent model numbers for 4 rooftop units (2009 to 2011). Two are down now. Good fit for a replacement project.
Crescent Hotel Group, Lena MoralesSep 6
Riverside boiler plant
Summary: Asked about adding the Riverside property to the PM contract. No reply yet. Flagged in meeting prep.
Only reads email with people in your accounts. Replies are drafts; nothing sends without you.
Recording for Crescent Hotel Group
0:42
What LASSO writes up
Site visit, Crescent Hotel Group
- Riverside boiler plant is 15+ years old; Lena wants it on the PM contract.
- Tom says budget opens in Q4.
- Next step: send a Riverside PM quote by Friday.
Saved to accountLogged in SalesforceFollow-up set: Fri
Your availability
SMTWTFS
Hours8:00 AM to 5:00 PM
Visit length60 min
Travel between stops30 min
Earliest booking24 hours ahead
Flag top customers after14 days quiet
Connections
SalesforceKelso, synced 2 min ago
ConnectedOutlook email + calendarWaiting on Kelso IT approval
PendingNotificationsNew leads, bookings, daily brief
On