This is what it looks like when you ask MI™ to tell you everything about a customer before you call them. The answer isn't a list of files. It's a summary written like a book, with every source attached.
First Contact
Tom Johnson first reached out on March 14, 2023, a Tuesday, on a day when you had just finished the Hendricks job down the street. He found you through Mike Hendricks' referral — Mike had mentioned your name at a neighborhood gathering the week before. Tom was friendly on the phone, got straight to the point, said his wife Sarah had been planning this bathroom remodel for two years and they were finally ready to move.
Project duration
Apr 3 — Apr 28
What to know before you call
Sarah is the decision-maker. Tom is your point of contact for scheduling and logistics but nothing gets approved without Sarah's sign-off. Do not call after 4pm — Tom mentioned this twice across two separate conversations and it was flagged in your follow-up notes. They left a 5-star review in May 2023 and specifically named your lead installer by name, which suggests that relationship matters to them. If you're sending someone to do an estimate, send him if possible.
The kitchen opportunity
They reached back out in August 2024 about a kitchen remodel. Your estimate came in at $34,000. The last email exchange was October 12 and they went quiet after that. In that thread, they mentioned that another contractor they'd looked at was cheaper but had quality issues on a previous job. That's your opening. They know the cheap option comes with risk and they already trust your work. A follow-up call that acknowledges the gap in price but references the quality story they told you is likely to land well.
6 sources verified
8 receipts attached
Zero hallucinations — every claim traceable
MI™ Search only — no LLM used