NMTC LeadGen

Tax Credit Intelligence

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Tasks

6 tasks

Due Today

1

Overdue

1

In Progress

1

Completed

0

Call Marcus Williams - Community Grocery project

Introduce NMTC benefits. Use AI talking points from lead detail page.

urgentCall! Mar 10, 2026

Draft outreach email - Morrison Development Group

Personalized email about $28M mixed-use project NMTC eligibility.

highEmailMar 11, 2026

Schedule meeting with Morrison Development team

Discuss NMTC structuring and timeline for the West Main St project.

highMeetingMar 14, 2026

Research Bluegrass Industrial LLC

Look up company background, previous projects, and key decision makers.

mediumIn ProgressResearchMar 12, 2026

Follow up with Lisa Park - Parkway Ventures

Check on interest after initial outreach email.

mediumFollow UpMar 18, 2026

Send direct mail package to Morrison Development

NMTC case study and capabilities brochure.

lowDirect MailMar 20, 2026