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Demo: Lone Star Trades /
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Live demo. Every business, inbox and number here is invented, and nothing you do sends anything. Click anything; it resets on its own.

Shawn Ortizlead

Owner · Walker Brothers Climate Control · Tulsa, OK

hvacdecision-makertulsa
Email Call Lead record
Open deals$8,0001 in progress
Won$00 deals
Touches6emails, calls, meetings, notes
Last activity0days ago

Activity

  1. Sun, Nov 15, 2026

    Sequence step: call

    12:42 PM · open
  2. Sat, Nov 14, 2026

    Call Shawn Ortiz: missed their Free roof inspection

    9:25 PM · open
  3. Thu, Nov 12, 2026

    Email (dry run): Sorry we missed you, Shawn

    Hi Shawn, We had you down for your Free roof inspection and must have missed each other. No problem at all: pick a new time here and we will be there: https://cal.example/demo Lone Star Trades

    9:25 PM · simulated

  4. Email (dry run): Before we see you today

    Hi Shawn, See you at Thursday, November 12 at 2:00 PM CST. To make the most of it: - If you have photos of the damage, have them handy - Let us know about gate codes or pets - Any insurance paperwork helps Lone Star Trades

    6:00 PM · simulated
  5. Wed, Nov 11, 2026

    Meeting no_show

    4:55 AM · Nov 12, 20:00 UTC
  6. Mon, Nov 2, 2026

    Deal created: Walker Brothers Climate Control: Booking setup

    7:43 PM
  7. Sat, Oct 24, 2026

    your site

    Hi Shawn, You are running Google ads to a site with no way to book or ask anything after hours. So I built a demo of an assistant that answers your site at 10pm the way your team would, using your own pages. It’s free and takes two minutes to look at. Want the link?

    9:39 AM · sent
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