Treehouse Ops
John Smith · Admin
JS

Leads Journey

Drag cards across stages. From inquiry to truck rolling out.

New Lead
3
$46,200 value
Marcus Chen
Brand Activation
Jun 23·350 guests
$22,000
Unpaid
Send intro packet + deck
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Rachel Martin
Backyard BBQ
Jun 20·45 guests
$3,200
Unpaid
Send quick quote
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Sarah Williams
Holiday Party
Aug 10·260 guests
$21,000
Unpaid
Schedule discovery call
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In Conversation
6
$137,180 value
Sarah Williams
Wedding
Jul 9·240 guests
$28,680
Deposit
Final tasting Thursday 6pm
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David Wilson
Corporate
Jun 29·280 guests
$18,500
Unpaid
Follow-up call w/ COO
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Brandon Lee
Brand Activation
Jul 2·500 guests
$31,200
Deposit
Site walkthrough w/ producer
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Olivia Martinez
Holiday Party
Jul 16·180 guests
$14,500
Unpaid
Send menu deck v2
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Jessica Davis
Wedding
Jul 29·220 guests
$24,800
Deposit
Contract review
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Amanda Taylor
Wedding
Jul 21·160 guests
$19,500
Unpaid
Send wedding packet
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Preparation
2
$28,920 value
Amanda Taylor
Birthday
Jun 16·120 guests
$6,120
Paid
Confirm staffing & rentals
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Brandon Lee
Corporate
Jun 25·400 guests
$22,800
Paid
Lock floor plan w/ ops
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Out for Delivery
2
$53,440 value
Jessica Davis
Wedding
Jun 12·320 guests
$38,640
Paid
Trucks depart 2pm — full crew
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David Wilson
Brand Activation
Jun 18·220 guests
$14,800
On Site
Driver dispatch 11am
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Completed
3
$32,420 value
Jessica Davis
Corporate
Jun 8·90 guests
$5,180
Paid
View Order
Sarah Williams
Wedding
May 12·120 guests
$7,440
Paid
View Order
Brandon Lee
Brand Activation
May 28·300 guests
$19,800
Paid
View Order