Good Morning
Today's Brief
Live schedule with an AI background dossier on every prospect — researched automatically before the consult, across all five locations.
‹Today›
Appointments Today
4
first at 9:00 AM · Shenandoah
Follow-Ups Due
3
promised on this week's calls
Yesterday
11 calls
7 connected · 5 noted
Schedulesample day — goes live with the calendar hookup
Maria Delgado — New Consultconfirmeddossier ▾
ConditionLumbar radiculopathy, L4-L5 — 3 years, worse past 6 months
ConcernWants to avoid fusion surgery; second opinion after ortho consult
ProfessionSchool administrator — Conroe ISD
LocationThe Woodlands, TX
PersonalTwo kids in college; husband coming to the consult
Web & SocialActive in a Woodlands hiking group on Facebook — goal is getting back on trailsunverified match
AI research · CRM + web — verify anything critical before the call
Ray Thibodeaux — Neuropathy Evalconfirmeddossier ▸
Carol Huang — Knee Follow-Upunconfirmeddossier ▸
Derrick Mosley — SCS Candidacy Reviewconfirmed
live from AK's GHL calendars + connected Google calendars
Follow-Ups Due
J. Ferrettipromised call
L. Okonkwosend info
B. Sanderscheck-in
Top Priorities
Close call with Carol Huang at 1:15 — daughter joining by phone, have the payment-plan sheet up
Two proposals out past 5 days (Ferretti, Nakamura) — one warm touch each today
Friday Shenandoah block has 3 open consult slots — push the new diabetic-neuropathy leads there