
Client Interaction Timeline
Client Name: Arlene McKenzie
Timeline Period: [08/30/2023] - [End Date]
Address: 1234 Temple Place St. Louis, MO 63112
-
08/30/2023
LVM for client Arlene McKenzie and let her know that we wanted to touch bases in regards to the Rooted Home repair program so encouraged her to call us back at her earliest convenience.
Completed By: AL
-
09/11/2023
Talked with client Arlene McKenzie and informed her that at this time we have both a tuckpointing bid and a concrete repair bid but we are still looking for additional contractors, so she has the ability to compare and contrast and pick her favorite option. She asked if she would have the ability to view the bids and I informed her that we would be compiling all of them for her so she can pick the contractor she likes best.
Completed By: AL
09/15/2023
I talked with client Arlene McKenzie and informed her that we do have one foundation quote and one tuckpointing, but we are hoping to get more quotes for both, so she can choose the contractor she likes best. I also informed the client that we reached out to a general contractor, and they should be reaching out to schedule a visit soon in order to create a bid for her celling and wall repair.
Completed By: AL
09/29/2023
LVM Arlene McKenzie asking if she has heard from any of the contractors, we have reached out to on her behalf in order to schedule times to come out and bid. Requested she contact us back a.s.a.p.
Completed By: AL
-
10/11/2023
LVM Arlene McKenzie asking if she has heard from any of the contractors, we have reached out to on her behalf in order to schedule times to come out and bid. Requested she contact us back a.s.a.p.
Completed By: AL
10/11/2023
Talked with client Arlene McKenzie and she said that she has not heard from any contractor as of yet so I let her know that we will be following up with the contractors so she can get two more foundation bids and two more tuckpointing bids.
Completed By: AL
10/18/2023
Talked with client Arlene McKenzie and she said that she has not heard from any contractor as of yet so I let her know that we will be following up with the contractors so she can get two more foundation bids and two more tuckpointing bids.
Completed By: AL
-
11/17/2023
Talked with client Arlene McKenzie and she discussed that she is now most interested in chimney flashing because she believes that it is causing cracks in her ceiling. The client said that she may have a contractor in mind, but I let her know that we would reach out to three contractors as well.
Completed By: AL
-
12/06/2023
Brian called client Arlene McKenzie and wrote a note saying “RamJack Stated”
Completed By: BJ