A board built for one job: turning scans into signed work.
Leads drop in from the finder with their signal score, flags, and generated preview already attached. No copy-paste into a general-purpose CRM that knows nothing about websites.
Leads arrive whole
Signal score, failed checks, phone, owner name, and the generated preview link land on the card automatically.
Stages you control
Rename, reorder, or delete columns. Agencies run one board per market or per rep.
Nothing goes cold
Cards go amber at four days of silence and red at nine, so the board tells you where to spend the afternoon.
Call notes with the lead
Every call, objection, and quote logged on the card. Searchable across the whole board.
Assignment and handoff
Assign owners, watch who's actually dialing, and hand a warm lead to whoever closes.
Deal value tracking
Attach a quote to any card and the board totals booked, pending, and won for the month.
Follow-up sequences that know what's broken
Each touch pulls the lead's actual failures into the copy. "Your site takes 8.4 seconds on a phone" lands harder than "hope this finds you well." Sequences pause the second they reply.
Hi Dana — I pulled up summitridgeroof.com on my phone this morning and the menu doesn't open. Took 8.4 seconds to load, and Chrome flags it as not secure.
I rebuilt your homepage as a working preview so you can see the difference: pv.link/summit-ridge
If it looks right, I can have it live this week. If not, no hard feelings — delete this.