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Project (Lead Management (First Discussion (Source), Followup Email, Touch…
Project
Lead Management
First Discussion
Source
Followup Email
Touch Point after x days
Fourth Touch Point
Project Managment
Scope of Works (Pulled from Cordell)
Suppliers / Contractors
Quote Attached
Sell Price
Cost Price
Attached Invoice
Communication
Send Quote Request
Communication Log (email)
Dates
Xero
Government Contract Populator
Attach Plans / Pull from Planswift
Gantt Chart
Reports
Average Margin
Lost GP
GP by Referral Source
Estimation
Plans Swift $2000 one off
Cordell Connect $180per month
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