Jesse Donnelly

Other vendor· Master sheetCreated Oct 11, 2021Sales: Logan Hale

Draft follow-ups

Contact

From the master sheet

Phone: +18015550116
Email: jesse.donnelly116@example.com
Address: 4016 Quail Ridge Ln · Holladay, UT · 84117
Project type: —
Contacted: Contacted

Pipeline

Booked Oct 15, 2021

Open
date unknown
Estimate
date unknown
Booked
Oct 15, 2021

Booked date Oct 15, 2021, 12:00 PM · from sales sheet conversion date

Commission

Other vendor lead · booked Oct 15, 2021 (sales sheet conversion date)

no commission rule for source other_vendor on 2021-10-15; $0; booked before invoicing started, not invoiced

Not on an invoice: booked before Firstgen invoicing started.

Voided Sep 7, 2026: $0 (Other vendor) · booked date corrected 2022-05-03 -> 2021-10-15 (job_converted_date)
Voided Sep 7, 2026: $0 (Other) · booked date corrected 2023-01-11 -> 2022-06-03 (job_converted_date)
Voided Sep 7, 2026: $0 (Other) · booked date corrected 2022-06-03 -> 2022-05-03 (job_converted_date)
Voided Sep 7, 2026: $0 (Other) · source regrouped: other -> other_vendor

Job

4 on the sales sheet

Jesse Donnelly
OCT 2021 · exact 1.05
Converted
Oct 15, 2021
Install
—
Sq ft
—
Job total
$3,070.31
Jesse Donnelly
MAY 2022 · exact 1.00
Converted
May 3, 2022
Install
May 16, 2022
Sq ft
365
Job total
$2,285.62
Jesse Donnelly
JUN 2022 · exact 1.00
Converted
Jun 3, 2022

Lead score

How it is scored

45Average · out of 100 · overall close rate 19% over 5,000 decided leads

Source: other_vendor21% of 2,536 such leads booked+3
Zip: 8411713% of 48 such leads booked-6
Project type: Not recorded17% of 3,036 such leads booked-2
Project description: No description19% of 4,752 such leads booked0
Square footage: No sq ft19% of 4,966 such leads booked0

Score = 50 + the points above, held between 0 and 100. Points = (that group's historical close rate − the overall rate) × 100, capped at ±20, only where the group has 10+ decided leads.

What the notes say AI-generated

Not read yet

No notes or form text has been read for this lead yet. New text is picked up within 15 minutes.

Extracted from the notes, follow-ups and form text only; nothing is inferred. A correction you save wins over any future re-read.

Evidence

Attribution: Master sheet

No form submission. The master sheet lists the source as “Holladay Journal”.

Master sheet Lead Source: “Holladay Journal”

Sales sheet Lead Type: City Journal, Repeat Customer, Repeat Customer, Repeat Customer

Timeline

Sep 7, 2026, 5:15 PM
Homeowner comparing two quotes; following up Friday.
System
Sep 7, 2026, 4:56 PM
Spoke with the homeowner; sending the estimate today.
System
Sep 7, 2026, 4:56 PM
Homeowner comparing two quotes; following up Friday.
System
Sep 7, 2026, 4:56 PM
Left a voicemail.
System
Oct 11, 2021, 12:00 PM
Imported with status Booked
Initial import
Oct 11, 2021, 12:00 PM
Waiting on the HOA.
Master sheet note · sheet column “Notes”
Oct 11, 2021, 12:00 PM

Estimate guidance

any type · size unknown · 84117

Open assistant

Guidance from 1,303 comparable jobs · not a quote

$5.00/sq ft – $6.78/sq ftmiddle half; median $5.63/sq ft

any project type, any size: jobs ran $4.18/sq ft to $9.41/sq ft (10th–90th percentile), totals $150 to $88,768, median job $3,750. Enter square feet for a dollar range.

Repair and leveling work

Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at $6.18/sq ft (n=4, median job $4,743) against $5.63/sq ft for the rest (n=1,299). Too few of either to compare yet. Tick “needs repair or leveling” to limit the comps to those jobs.

Closest comparable jobs (12)

Date	Where	Sq ft	Total	Rate
Mar 19, 2024	Holladay 84117same zip	10	$300	$30.00
May 16, 2023	Holladay 84117same zip	195	$2,125	$10.90
Jan 11, 2023	Holladay 84117same zip	515	$3,054	$5.93
Jun 3, 2022	Holladay 84117same zip	80	$570	$7.13
May 3, 2022	Holladay 84117same zip	365	$2,286	$6.26

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