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.
Draft outreach email - Morrison Development Group
Personalized email about $28M mixed-use project NMTC eligibility.
Schedule meeting with Morrison Development team
Discuss NMTC structuring and timeline for the West Main St project.
Research Bluegrass Industrial LLC
Look up company background, previous projects, and key decision makers.
Follow up with Lisa Park - Parkway Ventures
Check on interest after initial outreach email.
Send direct mail package to Morrison Development
NMTC case study and capabilities brochure.