Ex-insurance adjuster, PuroClean in DD, target close mid-Aug.
Commission projection
What this placement is worth — if it closes
Adjust assumptions for this lead
Inputs are visual only for now — wiring edit-to-persist ships with the Supabase backend migration. Defaults match Mid-tier brand.
Discovery
What we've learned so far
- High-margin essential service
- Wants to be the boss
- Knows insurance = built-in demand for restoration
Activity
6 entries
- Note· Dawn·
He signed the letter of intent. Targeting lease signing by 7/25, open by Q1 2027.
- Note· Dawn·
Discovery Day went extremely well. He's at the financing stage now — SBA loan in process, expects approval by 7/30.
- Scheduled· Dawn·
Discovery Day scheduled for 7/9 in Nashville.
- Note· Dawn·
FDD review done. He had a discovery day with the PuroClean corporate team.
- Note· Dawn·
Discovery + curation complete. PuroClean Nashville-North territory is his top match — good demographics, his insurance background is exactly what they want in operators.
- Lead created· System·
Referral from past client (Marcus Reyes).
Follow-ups
2 scheduled
SBA update
Check on lender timeline.
Overdue
Lease signing — PuroClean Nashville-North
Coordinate with landlord + franchise legal.
Calendar
Next 7 days
Calendar data is mock for now. Real Google Calendar sync ships when Dawn connects her account.