The book
12 contacts, 12 with a money date
Every row carries the dates Rapport watches. The tier sets how often one person hears from you; A hears about everything, C a few times a year.
| Contact | Tier | Next up | Renewal | Closed | Home | Birthday | Family |
|---|---|---|---|---|---|---|---|
TBTom BeckerOwner, Becker Auto Bodytom@example.com | B · working book | Garage liability renews October 19 September 19 | October 19 | · | · | September 29 | LindaJosh, Katie |
ABAisha BellAgency Principal, Bell Family Insuranceaisha@example.com | A · inner circle | Wedding anniversary, 10 years October 11 | · | September 10 | · | September 10 | DevonZoe |
MCMei ChenBroker, Chen Realty Partnersmei@example.com | B · working book | 2 years in the house September 19 | · | · | September 19 | October 23 | Kevin |
HFHannah FitzgeraldPartner, Fitzgerald CPAhannah@example.com | B · working book | 2 years since closing September 23 | · | September 23 | · | November 7 | SeanLiam |
GHGreg HalvorsenFounder, Halvorsen Landscapinggreg@example.com | B · working book | 4 years in the house September 27 | September 27 | · | September 27 | October 8 | BrittSven, Ingrid, Leif |
JKJanet KowalskiOwner, Kowalski Title Cojanet@example.com | C · long tail | 9 years in the house October 1 | · | · | October 1 | October 3 | EdNick |
CMCarlos MendesOwner, Mendes Pool & Spacarlos@example.com | B · working book | Carlos' birthday September 19 | October 5 | · | · | September 19 | AnaSofia |
SNSam NakamuraMaster Electrician, Nakamura Electricsam.n@example.com | B · working book | Shop opened September 21 | · | October 9 | · | September 25 | JessKai |
RORobert OkaforCEO, Okafor Logisticsrobert.o@example.com | B · working book | Robert's birthday September 14 | September 15 | · | · | September 14 | GraceChidi, Amara |
LOLuis OrtegaPresident, Ortega & Sons Plumbingluis@example.com | B · working book | Luis' birthday September 17 | September 20 | September 13 | · | September 17 | CarmenMateo |
PRPriya RamanManaging Partner, Raman Dental Grouppriya@example.com | C · long tail | Wedding anniversary, 10 years September 14 | · | · | September 16 | September 22 | Arjun |
DWDana WhitfieldOwner, Whitfield Roofingdana@example.com | A · inner circle | nothing in 30 days | October 12 | · | · | September 11 | MarcusElla, Owen |