BL
The Builder Lounge 1st Choice Design & Development

Company Pulse

The 8:00 AM view — every department on one screen. Numbers roll up live from the other tabs.

🔴 Needs attention today

Seats

CEO — Tony Holder · all tabs
CBO — Preston · all tabs (owner)
CSO — Evan McFadden · Sales & Leads
COO — Nicole Owens · Operations, Procurement
CFO — Keith Morton · Finance, Sales

Per-seat login lands with Google SSO (Phase 3). For now this is one shared portal.

Sales — Leads & Active Agreements

Aging counted in business days since last contact. Work the oranges and reds first. Hand-logged
Peach ≤ 5 bd Watch 6–9 bd Orange 10–14 bd Red 15+ bd Lime — signed Gray — no contact logged
Family / ProjectTypeDraftContract / BudgetLast contactBiz daysStatus
Pipeline seeded 2026-06-17 from Active Leads & Agreements · agreement values refresh from Drive in Phase 3 · contact logging stays hand-entered by design

Operations — Nicole

Active jobs, milestones, and progress payments due. BuilderTrend sync — Phase 3 Rows below are editable placeholders until then.
Job / FamilyPhaseNext milestoneMilestone dateNext payment dueAmountStatus

Finance — Keith

Cash, AR/AP, booked vs. chased. Click any card to update it — these stay hand-entered until the BuilderTrend/QuickBooks feed (Phase 3).

Outstanding receivables (hand-entered · BuilderTrend “Outstanding Payments” feed in Phase 3)

Client / JobInvoiceAmountDue dateDays overdueStatus

Procurement

Purchase orders and material buys across active jobs. Hand-logged
PO #Job / FamilyVendorItemsCostETAStatus

Approved Messaging by Stage

Curated scripts to pull people back into the loop. Copy, personalize the [brackets], send.

Peach — active cadence (≤5 bd)

Keep momentum. Never let a thread end without a date.

Hi [Name], great speaking with you [day]. As promised, here's [item discussed]. Our next step is [step] — I've penciled [date/time] to walk through it together. Does that still work for you? — [Rep], 1st Choice Design & Development

Watch — 6–9 bd, gentle nudge

Light touch. Add value, don't chase.

Hi [Name], I wanted to circle back on your [project address] rebuild. We've reserved your spot on our schedule, and I'd hate for you to lose your place in the queue. Is there anything in the current draft you'd like us to walk through or adjust? Happy to hop on a quick call this week. — [Rep]

Orange — 10–14 bd, direct re-engage

Name the silence, offer an easy out, create honest urgency.

Hi [Name], it's been about two weeks since we last connected on your agreement, and I want to make sure we're still serving you well. If something in the proposal isn't sitting right — price, scope, timing — tell me plainly and we'll address it. If now isn't the right time, that's okay too; just let me know so we can plan your build slot accordingly. What's the best way to reconnect this week? — [Rep]

Red — 15+ bd, escalation

Owner-level outreach. A partner makes this call, not the rep.

Hi [Name], this is [Partner] at 1st Choice Design & Development. [Rep] shared where things stand, and I wanted to reach out personally. Rebuilding after what your family has been through is a big decision, and we don't take your trust lightly. I'd welcome 15 minutes to hear any concerns directly — and if we've missed the mark anywhere, I'll fix it myself. When can I call you? — [Partner]

Lime — signed / closed

Welcome + referral seed. Every closed client is a lead source.

Welcome to the 1st Choice family, [Name]! Your project team is [names], and your next milestone is [milestone] on [date]. You'll get progress updates every [cadence]. And if you know a neighbor still weighing their rebuild, we'd be honored by the introduction — we take care of the people our clients send us. — [Rep]

Integrations

Hybrid model: sales contact logging stays human; money and agreements flow in from systems.

BuilderTrend

Receivables, progress payments, PO sync → Finance, Operations, Procurement.

Phase 3

Google Drive

Active Leads & Agreements — draft detection, contract totals, Δ vs prior draft → Sales.

Phase 3

Notion

SOPs, meeting notes, playbooks linked from each lead and job.

Phase 3

Claude

Daily 7:00 AM refresh + morning-meeting summary generation.

In use

Codex

Engineering automation for the data pipeline.

Phase 3

Google SSO

Sign-in restricted to @1stchoicesince1989.com; per-seat views.

Phase 3

Add lead