Notes
Account knowledge shared across the team.
5 records
| Title | Body | Related | Author |
|---|---|---|---|
| Prefers text over calls | Marcus responds within minutes on SMS, rarely answers the phone. Route all outreach through iMessage. | MEMarcus Ellison | Jordan Diaz |
| Budget cycle starts in October | Harborview approves capital repairs in Q4 only. Re-engage the dormant account the last week of September. | DWDana Whitfield | Ava Chen |
| Kitchen shuts down at 2pm | Best service window for Northline is 2pm-4pm between lunch and dinner service. | OBOwen Barrett | Jordan Diaz |
| Quoted competitor at $12.4k | Grant shared a competing sewer bid. We can win on financing, not price. | GFGrant Feldman | Marisol Vega |
| Water heater is 11 years old | Serial confirms 2015 install. Strong replacement candidate before winter. | AMAlicia Moreno | HeyNested AI |