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TimestampDateFrom (Name)To (Name)ReferralTo (Email)ActionsAddress (opt)Phone (opt)Referral Email (opt)CommentsLead Status
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6/25/2019 12:54:316/19/2019Jim RigneyJeff DFor me (Jim)Inside referral8029 49th Ave - Kenosha, WI 531422623086342jim@seokenosha.comNeed a quote for a fence and possibly a few other quotes for bathroom and kitchen.Warm
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6/26/2019 16:58:586/26/2019Jeff CainBill SweetmanSelfInside referral262-308-2374jeff@caindraperiesllc.comProgressive & Dairyland payments (for closed business} $280.00HOT
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6/27/2019 15:39:336/27/2019ShannonMike DeFrankMaggie Wood - Hanson's PoolGave them your cardTHey're looking to offer health insurance plans to their employees, and currently searching the market for the best rates.
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7/6/2019 10:40:477/6/2019Shannon Zastoupil Mike defrankNicole NelsonGave them your cardShe is 26 and looking to find out options about getting her own insurance. I gave her your information so that she can give you a call.Warm
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7/11/2019 10:33:147/11/2019Jim RigneyShannon ZMadalynn StrzeleckiGave them your cardNot sure her budget, but told her to give you a call to discuss options for her upcoming wedding. She recently got engaged.Warm
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7/16/2019 14:23:087/14/2019Laurie AlbinCourtney BostonKenosha Bible Churchjim@seokenosha.comOutside referral67th St, Kenosha WI262-652-4507 kenoshabible.org/employmentCourtney, give them my name when you apply...Warm
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7/17/2019 13:50:287/16/2019Theresa StofiLaurie AlbinSelfjim@seokenosha.comInside referralRequested a test of FreshAir Mobil - I couldn't add an email - sorry i just chose yours to put this through!!!Warm
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7/17/2019 20:04:487/15/2019Thersea StolfiShannon ZKingfish needs a photographerjim@seokenosha.comOutside referralHOT
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7/17/2019 20:05:517/16/2019Theresa StolfiLaurieselfjim@seokenosha.comInside referral1504 Plainfield Ave2629300500theresa@empowernatural.comwould like to know more about travel air unitHOT
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7/18/2019 11:11:207/17/2019Arlene MartinLaurie AlbinArlene MartinARLENE <Arlene.Martin@huntington.com>Inside referralKenoshaTesting a FreshAir SurroundHOT
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7/18/2019 11:13:406/14/2019Margie FredericksonLaurie AlbinMargieLAURIE <laurie@bsweetmanins.com>Inside referralKenoshaHOT
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7/18/2019 11:15:277/16/2019Justin DeNioLaurie AlbinTesting Fresh Air SurroundLAURIE <laurie@bsweetmanins.com>Inside referralKenoshaHOT
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7/18/2019 13:09:437/17/2019Justin DeNioBill SweetmanQuote for home and autoBILL <bill@bsweetmanins.com>Inside referralWarm
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7/19/2019 18:28:527/19/2019Pam JacobsenShay's Cleaning ServiceReferred your business to Absolute Computers as a possible cleaning service.SHAY <courtney28boston@yahoo.com>Gave them your cardShay, I answered a Facebook post by a friend that owns Absolute Computers (Tom Tassi). He is looking for a cleaning service for his office. HOT
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7/20/2019 8:41:277/20/2019JimTomMonteTOM <tom.hessefort@grandappliance.com>Gave them your cardMonte posted in FB that he needed a window AC unit. I told him that you said that you had a bunch of them and would probably make him a good deal.HOT
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7/20/2019 10:11:037/20/2019JimBillJim & Debi RigneyBILL <bill@bsweetmanins.com>Inside referral8029 49th Avenue2623086342jim@supportingneighbors.comWe discussed insurance in the past and couldn't take advantage, but we had a recent household change and would like to get a quote again.HOT
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7/23/2019 7:19:117/13/2019Michael McKinneyAndrew Rosenberg The Duncan’s ANDREW <arosenberg@khqlaw.com>Gave them your cardLooking to update willHOT
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8/5/2019 13:56:058/2/2019Laurie AlbinMonte CruzThmas TeneroviczMONTE <monte@hereandtheremoving.com>Gave them your card6523 N. Black River Rd, Cheboygan MI231-420-8322Moving from Michigan to KenoshaHOT
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8/6/2019 12:15:377/29/2019monte cruzmike mckinneyesmeralda cruz (my mommy)MIKE Mc <mikemckinney05@gmail.com>Gave them your card2623835511monte@hereandtheremoving.com
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8/13/2019 9:03:418/13/2019Bruce MarcquenskiPam JacobsenAbi MarcquenskiPAM <pamamtravel@gmail.com>Told them you would call262.748.2801Abigailrose527@gmail.comMy daughter is looking to go on a vacation next year to Nashville and Louisville area would like to talk to you about airfare and hotels for the areas and places they would like to visit. HOT
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8/16/2019 22:16:588/15/2019Theresa StolfiShannon ZTiffani BowersSHANNON <shannonzastoupil@hotmail.com>Outside referralfrom neighborhood siteSent you a message with post. Hope it works out!Warm
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8/20/2019 5:35:238/14/2019Manda StackShannon ZastoupilProfessional photos for Jasmine AllexiSHANNON <shannonzastoupil@hotmail.com>Gave them your cardLooking to have new professional photos taken of herself or her chiropractic and acupuncture business. She lives in Waterford. Warm
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8/20/2019 11:41:468/14/2019Jeff HunterBill SweetmanReferred my self to Bill!BILL <bill@bsweetmanins.com>Inside referral10800 43RD AVE PLEASANT PRAIRIE WI 531582623231550jeffreywhunter@wi.rr.comLooking forward to our meeting Weds 8/21.Warm
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8/20/2019 11:43:377/18/2019Jeff HunterTom HessefortReferred my self to Tom!TOM <tom.hessefort@grandappliance.com>Inside referralLooking to purchase a 'garage' freezer.HOT
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9/10/2019 8:37:308/29/2019Joe KmiecTheresa Stolfijoseph.kmiec@businessforwardadvisors.comTHERESA <theresa@empowernatural.com>Inside referraljoseph.kmiec@businessforwardadvisors.comAromatherapy for my wife, already done.HOT
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9/12/2019 9:01:138/30/2019Manda StackJim RigneyLooking to expand digital presence and would like to discuss moreJIM <jim@seokenosha.com>Inside referralWarm
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9/17/2019 8:40:479/17/2019Joe KmiecAndrew RosenbergBrian and Debbie ConwayANDREW <arosenberg@khqlaw.com>Gave them your cardHOT
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9/17/2019 9:27:509/10/2019ShannonMichelleAmanda TownsendMICHELLE <michelle@struckdesign.com>Gave them your cardShe's looking for a new sign for her office.HOT
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9/17/2019 9:29:049/17/2019ShannonRobJulieROB <rbilger@vpcinnovations.com>Gave them your cardShe is looking for someone to take a look at her computer to make sure it is virus free. I tagged your business on facebook on her post.Warm
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9/18/2019 20:29:499/18/2019ShannonWesME!SHANNON <shannonzastoupil@hotmail.com>Inside referralWe needed a hot water tank, so we called Building Waters. :) HOT
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9/25/2019 11:39:188/20/2019Joanne HornerJessica LynchJoanne HornerJOANNE <teamhorner@mindspring.com>Inside referralHOT
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9/25/2019 11:40:168/20/2019Joanne HornerWesJoanne HornerWES <buildingwaters@gmail.com>Inside referralHOT
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9/25/2019 11:42:087/23/2019Mike McKinneyShay BostonMike McKinneySHAY <courtney28boston@yahoo.com>Inside referralCarpet CleaningHOT
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9/25/2019 12:00:467/23/2019Jeff CainBill SweetmanCain Boat InsuranceBILL <bill@bsweetmanins.com>Inside referralHOT
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9/25/2019 12:02:037/23/2019Jeff CainMichelleBoat LeHexingMICHELLE <michelle@struckdesign.com>Inside referralHOT
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9/25/2019 12:03:387/23/2019Bill SweetmanShay BostonClean duplexSHAY <courtney28boston@yahoo.com>Outside referral1003 Jones Ave, Racine WIWarm
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9/25/2019 12:12:107/23/2019Rob BilgerLaurie AlbinTry FreshAir SurroundLAURIE <laurie@bsweetmanins.com>Inside referralWarm
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9/25/2019 12:13:077/24/2019Linda Bon-SwiftLaurie AlbinTry FreshAir SurroundLAURIE <laurie@bsweetmanins.com>Inside referralHOT
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9/25/2019 12:32:125/29/2019TheresaShaySHAY <courtney28boston@yahoo.com>Outside referralThank you again Theresa 🙂HOT
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9/25/2019 12:33:598/27/2019TheresaShaySHAY <courtney28boston@yahoo.com>Outside referralThanks Theresa 🙂HOT
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9/25/2019 12:35:019/19/2019TheresaShaySHAY <courtney28boston@yahoo.com>Outside referralThanks Theresa 🙂HOT
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9/26/2019 11:27:059/26/2019Michael McKinneyAndrew RosenbergCunningham’s ANDREW <arosenberg@khqlaw.com>Gave them your cardNeed will/trust. Warm
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9/26/2019 15:46:557/25/2019Michael DefrankBill SweetmanMichael DefrankBILL <bill@bsweetmanins.com>Inside referralWarm
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9/26/2019 15:48:039/17/2019Jessica OJeff HunterInitial meetingJEFF H <jeff.hunter@accessamericagroup.com>Inside referralWarm
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9/26/2019 15:49:169/17/2019Jessica OMike SmithShowroom TourJESSICA O <jessica@89thstreetdesign.com>Inside referralWarm
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9/26/2019 15:57:599/25/2019Barb RohlmanLaurie AlbinBonnie for a Fresh Air SurroundLAURIE <laurie@bsweetmanins.com>Outside referralMet with Bonnie and have a FreshAir Surround testing at her mother's home.HOT
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10/3/2019 13:40:0210/1/2019Laurie AlbinHarriet WilsonLAURIE <laurie@bsweetmanins.com>Bacon Cheddar Scones!!!Need Harriet's email added hereHOT
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12/11/2019 8:33:0312/11/2019Shannon ZastoupilWes RosenbergJulie FisherWES <buildingwaters@gmail.com>Gave them your cardThey need someone to look at their hot water heater. They called this morning & booked a service call with Building Waters. HOT
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1/9/2020 15:25:141/9/2020Andrew RosenbergBill SweetmanPam and Steve TobiasBILL <bill@bsweetmanins.com>Gave them your card5509 7 Mile Rd., Racine, WI262-497-4719arosenberg@khqlaw.comHusband needs Life Insurance; Wife made too as she misunderstands deductions for life insurance from her employer on her statements; Also may need retirement/nursing home insuranceHOT
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1/13/2020 15:44:291/9/2020Scott ClevenJeff DellasMark PoedtkeJEFF D <remodelingracine@gmail.com>Gave them your cardHOT
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1/13/2020 15:47:2311/19/2019Scott ClevenBill SweetmanJim PaulichBILL <bill@bsweetmanins.com>Gave them your cardJim thank me for your info. He said you saved him almost a $100 a month!HOT
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1/21/2020 7:26:011/17/2020Michael McKinneyMike DeFrankJodee KellermanMICHAEL D <mdefrank@healthmarkets.com>Told them you would callNeeds health care until Medicare age I think.HOT
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1/22/2020 15:05:121/19/2020Theresa StolfiWes RosenbergselfWES <buildingwaters@gmail.com>Inside referral262-930-0500stolfis87@gmail.comNeed water heater repaired or replaced at rental unit to the west of our house.HOT
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1/28/2020 18:24:001/27/2020Ralph McCarthyBarb RohlmanJohn and Amy StroufBARB <barb@townncountrytitle.com>Outside referralHOT
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1/29/2020 11:44:101/29/2020Theresa StolfiRalph McCarthyDonna CronceRALPH <ralph.l.mccarthy@flagstar.com>Gave them your cardThis is the one I mentioned might be relocating from IA to TNWarm
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2/4/2020 11:48:222/4/2020Jeffery CainKen RoppeKitchen Floor in my homeKEN <kenr@carpetlandwi.com>Inside referraljeff@caindraperiesllc.comIn processHOT
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2/11/2020 8:31:212/10/2020Michael McKinneyLyna Wendy Cicona has ordered/ will be ordering LYNA <lpostuchow@gmail.com>Gave them your cardHOT
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2/12/2020 12:09:402/12/2020Michael McKinneyLyna postuchowMike Pascucci LYNA <lpostuchow@gmail.com>Gave them your cardWill be ordering flowers for his fiancé HOT
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2/12/2020 16:27:242/12/2020Ralph McCarthyJeff DellesSean and Melinda HoganJEFF D <remodelingracine@gmail.com>Outside referral9217 29 Ave 53143224-213-4488HOT
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2/13/2020 8:33:102/11/2020RobJimTodd ThorneJIM <jim@seokenosha.com>Gave them your cardMade an email introductionWarm
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2/13/2020 8:36:282/12/2020AndrewJimAndrew RosenbergJIM <jim@seokenosha.com>Inside referralMet and kicked off website projectHOT
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2/17/2020 13:17:471/16/2020Jeff CainMonte - Here and ThereLocal MoveLAURIE <laurie@bsweetmanins.com>Told them you would callTony Biseiglia Jr CustomerHOT
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2/18/2020 15:59:592/1/2020Mary HerbertAndrewHair serviceANDREW <arosenberg@khqlaw.com>Inside referralHOT
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2/18/2020 16:01:452/18/2020Jeff CainBruce Marquinski21BRUCE <kte3554@gmail.com>Inside referralHOT
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2/18/2020 18:05:022/18/2020Scott ClevenKen RoppA client buying a houseKEN <kenr@carpetlandwi.com>Gave them your cardIf he buys the house and decide to have his wood floors redone.Warm
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2/18/2020 18:07:142/18/2020Scott ClevenKen RoppDavid VineyardKEN <kenr@carpetlandwi.com>Gave them your cardHe is buying a condo and was talking about replacing the flooring. Gave him your name.Warm
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2/18/2020 18:09:102/18/2020Scott ClevenJeff DellesDavid VineyardJEFF D <remodelingracine@gmail.com>Gave them your cardHe is buying a condo and a moisture leak in the basement ceiling on the drywall.Warm
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2/18/2020 18:11:462/17/2020Scott ClevenWesley RosenbergAndra SylejmaniWES <buildingwaters@gmail.com>Gave them your cardShe is a realtor of a client of my. The house my client was buying had plumbing issues. Gave her your name.Warm
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2/24/2020 18:26:292/13/2020BillJimBill SweetmanJIM <jim@seokenosha.com>Inside referralBill want to do one on one and discuss marketingWarm
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2/24/2020 18:35:012/24/2020JimJimBobJIM <jim@seokenosha.com>Outside referralPlease contact Bob right awayHOT
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2/26/2020 16:01:582/21/2020Shannon ZAndrewAlyssa Fox from Fit Fam KenoshaANDREW <arosenberg@khqlaw.com>Gave them your cardShe's looking for help with business contracts.Warm
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2/26/2020 16:02:552/24/2020Shannon ZPamGina WoodPAM <pamamtravel@gmail.com>Gave them your cardShe's looking for a warm/beach/house for vacation this spring breakWarm
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2/26/2020 16:04:502/24/2020Shannon & Jeff DellesJessicaCarol Hawes - Berkshire HathawayJESSICA O <jessica@89thstreetdesign.com>Gave them your cardShe was looking for recommendations for a staging homes, both Jeff & I tagged you & your business on facebook in the thread. Warm
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2/26/2020 16:33:172/26/2020Michael McKinneyRalphGale DeAngelisRALPH <ralph.l.mccarthy@flagstar.com>Gave them your cardWants to re-fi after paying down credit card with tax refund. $147k left on mortgage, $1,500/mo payment, 4.75-5% interest rate currently Warm
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3/13/2020 14:40:263/3/2020ScottKenBecca NiesenKEN <kenr@carpetlandwi.com>Gave them your cardShe is buying a homeWarm
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3/13/2020 14:42:023/10/2020ScottTomDebra LucusTOM <tom.hessefort@grandappliance.com>Gave them your cardShe is buying a condo and is going to replace the appliances Warm
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3/26/2020 13:46:013/26/2020JEFF CAINROB BILGERLAPTOP SERVICEROB <rbilger@vpcinnovations.com>Inside referral262-305-2374jeff@caindraperiesllc.comHOT
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3/31/2020 15:36:023/31/2020Jeff CainRob BilgerNew laptopROB <rbilger@vpcinnovations.com>Inside referraljeff@caindraperiesllc.comHOT
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4/7/2020 12:43:244/7/2020Jeff CainBill SweetmanInsurance Payments $544.00BILL <bill@bsweetmanins.com>Inside referralThanks Bill!HOT
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4/17/2020 21:43:284/15/2020Jeff CainRob BilgerJennifer Cain-OursROB <rbilger@vpcinnovations.com>Outside referralNeeds new laptopHOT
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5/4/2020 17:17:275/4/2020Jeff CainBruce MarquinskiScott JacksonBRUCE <kte3554@gmail.com>Outside referral2629600247Wants 6 x 10 black cargo trailerHOT
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5/4/2020 17:20:084/4/2020Jeff CainMichelle StruckScott Jackson MICHELLE <michelle@struckdesign.com>Gave them your card2629600247If he buys trailer from Bruce he will need lettering.Warm
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5/5/2020 7:32:045/5/2020Rob B.Bill SweetmanMy daughter is going to be calling you. Brittani Worley - Home owners Ins.BILL <bill@bsweetmanins.com>Gave them your cardrbilger@vpcinnovations.comHOT
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5/7/2020 14:23:195/7/2020Michael McKinneyMike DeFrank Tim O’KeefeMICHAEL D <mdefrank@healthmarkets.com>Told them you would call2629092390Tim2chrisokeefe@yahoo.comTim need to sign up for Medicare and supplement. He is expecting your callHOT
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5/11/2020 17:03:525/11/2020Scott ClevenWesley RosenbergWES <buildingwaters@gmail.com>Gave them your cardRobin, she is buying a house that I inspected.Warm
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5/11/2020 17:05:415/11/2020Scott ClevenJeff DellesRobinJEFF D <remodelingracine@gmail.com>Gave them your cardrobin just bought a house. I just did the inspection for her.Warm
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5/12/2020 10:32:455/12/2020Scott ClevenMonte CruzRobinMONTE <monte@hereandtheremoving.com>Gave them your cardRobin bought a house that I did an inspection for yesterday. Gave her your name.Warm
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5/15/2020 17:42:035/15/2020Theresa StolfiTom Hessefort Donald StolfiTOM <tom.hessefort@grandappliance.com>Outside referral(262) 859-2535Looking for a new washer and dryerHOT
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5/19/2020 8:30:015/19/2020Bruce MarcquenskiKen RoppCarpet in upstairs bedroomKEN <kenr@carpetlandwi.com>Inside referralOn file262.620.3554Bmarcquenski@gmail.comI can come up and pay for the next room to do and then we can schedule.HOT
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5/19/2020 16:01:415/18/2020Laurie AlbinMary HerbertSelf for a cutMARY <mherbert3@wi.rr.com>Inside referralWent in for a haircut when Mary opened again!HOT
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5/19/2020 16:03:125/18/2020Laurie AlbinWes - Building WatersCalled with water in the basementWES <buildingwaters@gmail.com>Inside referralHOT
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6/9/2020 7:42:496/2/2020jeff CainMary Herbertmy haircutJEFF C <jeff@caindraperiesllc.com>Inside referralTHANKS!HOT
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6/15/2020 19:08:346/15/2020Joe KmiecBill SweetmanDebbie ConwayBILL <bill@bsweetmanins.com>Gave them your cardShe said she probably needed to review their insurance.Warm
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6/15/2020 19:10:176/15/2020Joe KmiecBill SweetmanElizabeth (Betsy) StoebigBILL <bill@bsweetmanins.com>Gave them your cardSaid they should review their insurance and perhaps add an umbrella policy.Warm
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6/16/2020 11:14:415/15/2020Bill SweetmanMike DeFrankM. WaselivichMICHAEL D <mdefrank@healthmarkets.com>Outside referralhealth insHOT
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6/16/2020 11:16:045/18/2020Bill SweetmanMike DeFrankK. BrownMICHAEL D <mdefrank@healthmarkets.com>Outside referralHealth InsuranceHOT
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6/16/2020 11:17:295/21/2020Bill SweetmanMike DeFrankBob BroshatMICHAEL D <mdefrank@healthmarkets.com>Outside referralMedicare candidateHOT
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6/16/2020 11:19:026/16/2020Bill SweetmanBruce MMike KaprelianBRUCE <kte3554@gmail.com>Outside referrallooking for open trailer for haulingWarm
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6/19/2020 12:18:426/19/2020Michael McKinneyJim RigneyTristaca PatrickJIM <jim@seokenosha.com>Gave them your card414-426-6301Patricktristaca@yahoo.comHas someone creating a website but person went MIA, already paid her. HOT