Greenridge Grounds / Growth plan

Leads

Pipeline and follow-ups

New customer

Demo tenant guard: Greenridge Grounds · role-scoped actions are enforced in this workspace.

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Lead detail

Backyard mulch refresh

Hart Residence · Main lawn · $1,850

Type

Mulch

Source

Existing customer

Follow-up

May 22, 2026

Estimate

Waiting on customer

Scope notes

Existing weekly customer asked for a mulch refresh quote around back beds.

Lead workflow

Estimate Sent

Next action

The estimate is with the customer. Follow up until they approve or decline.

Open follow-ups

Follow up on estimate v2

Due May 22, 2026 · Nate Kim

Due today

Estimate workflow

Active sent version: v2

Current estimate

v2 · $1,850

Waiting on customer · 2 versions

Waiting on customer

The customer has the estimate. Keep the follow-up simple and wait for approval or a requested change.

Show estimate versions and actions
v2 · $1,850 · Waiting on customer
Edit version
v1 · $1,500 · Replaced by newer version
Edit version
Show follow-up history

Estimate follow-ups

Next action: step 1 due May 22, 2026.

Due today

Step 1: May 22, 2026

Estimate v2 · Nate Kim

Due today

Step 2: May 25, 2026

Estimate v2 · Nate Kim

Upcoming

Step 3: May 30, 2026

Estimate v2 · Nate Kim

Upcoming
Show activity history

Activity

Estimate sent to Brier Creek Retail.

Nate Kim · May 20, 2026

Timeline

Follow-up Upcoming

May 30, 2026

Step 3 due May 30, 2026

Follow-ups

Follow-up Upcoming

May 25, 2026

Step 2 due May 25, 2026

Follow-ups

Follow-up Due today

May 22, 2026

Step 1 due May 22, 2026

Follow-ups

Estimate activity

May 20, 2026

Estimate sent to Brier Creek Retail.

Nate Kim

Estimate v2 Waiting on customer

May 20, 2026

Backyard mulch refresh · $1,850 · sent May 20, 2026

Estimates

Estimate v1 Replaced by newer version

May 18, 2026

Backyard mulch refresh · $1,500 · sent May 18, 2026

Estimates