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Sales Manager

Pipeline, estimates, and client relationships

April 2026
EstimateFollow-upMeetingWalkthroughProposalClosing
Mon
Tue
Wed
Thu
Fri
Sat
Sun
30
31
Estimate — Deck staining, Nextdoor lead
Follow-up — Rivera Phase 2 change order
1
Estimate — Parkside Elementary
Estimate — NW Portland Condo
2
Follow-up call — Patricia Martinez
Proposal review — Rivera Phase 2
3
Walkthrough — Westfield Condo #204
4
Follow-up — Oakwood Expansion
Weekly pipeline review
5
6
7
Estimate — Lakewood HOA
Proposal presentation — Rivera Phase 2
8
Estimate — Portland Heights colonial
Closing — Parkside Elementary
9
Follow-up — Cedar Park HOA
10
Walkthrough — Portland Heights
Referral lunch — Real estate agent
11
Weekly pipeline review
12
13
14
Estimate — Lake Oswego interior
Proposal — Lakewood HOA
15
Closing — Portland Heights colonial
16
Follow-up — Lisa Chen referral
17
Proposal presentation — Lakewood HOA
18
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30
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Sales Chat▼
Pipeline summary?
9:00 AM
Active pipeline: $142,400 across 6 deals

Hot:
• Rivera Townhomes Phase 2 — $48K (proposal sent, awaiting signature)
• Parkside Elementary — $22K (estimate scheduled Thu)

Warm:
• Westfield Condo #204 — $4,200 (signed, scheduling)
• NW Portland Condo (Thompson referral) — $6,800 (new lead)

Stale (needs attention):
• Oakwood expansion — $18K (no response in 12 days)

Win rate this quarter: 68%, up from 55% last quarter.
9:00 AM