Day 1
First Contact
Sarah texts about a deck project at 9:47 PM
CUSTOMER
9:47 PM
Summit Deck & Patio
Pipeline
Stage 1
First Contact
Customer Assistant
Stage 2
Conversation
Data Extraction
Stage 3
Qualification
Lead Qualifier
Stage 4
Estimate
Initial Estimator
Stage 5
Site Visit
Visit Scheduler
Stage 6
Proposal
Proposal Generator
Stage 7
Contract
Contract Builder
BUILDER (Mike)
DeskForeman
DeskForeman AI
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