NIGHTSHIFT
Pipeline Stage
Lead
Qualified
Site Survey
Estimate
Negotiating
Won (PO)
Scheduled
Complete
Status: Estimate sent Apr 14. Lori confirmed Apr 22 they'd present at finance committee Apr 30. Long-lead spider fittings ordered conditional on PO.
Activity
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Philip Schultz → Lori CarricoApr 26, 11:30 AM Connected
9-min call. Lori confirmed estimate going to finance committee Apr 30. Asked if we could lock pricing through end of June.
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Customer viewed estimate (4th time)Apr 26, 9:15 AM
12 min on page. Specifically reviewed Phase 2 / Phase 3 add-alts.
Lori CarricoApr 22, 3:48 PM
"We're going to present this to finance committee Apr 30. PO would be cut by ~May 5 if approved. Can you hold the bid valid through May 30?"
Philip SchultzApr 21, 10:00 AM
Sent submittal package: spider fitting cut sheets, glass spec, anchor calcs. Lori asked for these for engineering review.
Marcus RiveraApr 14, 4:42 PM
Sent EST-2026-0451 ($32,485) with Phase 1 base + Phase 2/3 alts. CC'd Brad Henson (Keeneland CFO).
🏘
Marcus Rivera (Estimator)Apr 8, 1:00 PM
2-hour site survey at Sales Pavilion. Measured 14 storefront panels at paddock entrance. Photographed cracked corner unit + sealant failure on south wall.
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Philip SchultzApr 3, 2:15 PM Connected
Discovery call w/ Lori. Scope: full Phase 1 storefront replacement before April Sale. Phase 2/3 if budget allows.
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Project createdApr 1, 9:30 AM
Lori called requesting bid for Sales Pavilion storefront. Existing customer (annual maintenance contract). OPP-2026-0388 created.