Good morning, Jeannine 👋
Friday, Feb 27, 2026 · Fillmore Linen Service — Healthcare Division
Pipeline by Stage
⚠️ Alerts
Crestwood Medical contract expires in 28d
CTR-2026-0011 — urgent renewalPineview SNF — no activity in 14 days
Deal stuck in Negotiation stage3 estimates awaiting response
EST-0019, 0018, 0015 — follow upSpring Healthcare Campaign — 61% done
28 leads generated so farRep Leaderboard — February
| Rep | Leads | Calls | Won | Revenue |
|---|---|---|---|---|
| Jeannine Withers | 6 | 24 | 3 | $52,400 |
| Marcus Owens | 4 | 18 | 2 | $34,800 |
| Tanya Rhodes | 3 | 14 | 1 | $21,600 |
| Derek Fontaine | 2 | 11 | 1 | $16,200 |
Recent Activity
Call — Dr. Patricia Walsh, Crestwood Medical
Jeannine · 1 hr ago · Renewal discussionProposal sent to Elmwood Memory Care
Marcus · 3 hrs agoSite visit — Harborview Rehabilitation Center
Jeannine · Yesterday · Proposal requestedSunrise Medical Clinic — contract signed
Tanya · 2 days ago · $2,180/moLeads
12 healthcare facility leads · 4 hot
| Name / Facility | Type | Beds | Est. Wkly Pcs | Score | Rating | Status | Rep | |
|---|---|---|---|---|---|---|---|---|
Dr. Patricia Walsh Crestwood Regional Medical Center | Hospital | 280 | 2,100 | 94 | 🔥 Hot | Working | Jeannine W. | |
Robert Hendricks Pineview Skilled Nursing & Rehab | Nursing Home | 120 | 680 | 72 | 🔥 Hot | Working | Marcus O. | |
Sandra Liu, MD Magnolia Family Medical Clinic | Clinic | 22 rooms | 480 | 88 | 🔥 Hot | Qualifying | Jeannine W. | |
James Carver Harborview Rehabilitation Center | Rehab Center | 88 | 920 | 91 | 🔥 Hot | Working | Derek F. | |
Linda Monroe Elmwood Memory Care & Assisted Living | Assisted Living | 96 | 560 | 66 | ☀️ Warm | New | Tanya R. | |
Dr. Kevin Marsh Bayshore Urgent Care (3 locations) | Clinic | 3 sites | 820 | 78 | ☀️ Warm | Working | Marcus O. | |
Margaret Evans Clearwater Nursing & Rehabilitation | Nursing Home | 98 | 580 | 69 | ☀️ Warm | Working | Marcus O. | |
Cheryl Washington Sunrise Pediatric Hospital | Hospital | 140 | 1,400 | 74 | ☀️ Warm | Qualifying | Jeannine W. |
Pipeline
11 open deals · $342,800 total · Healthcare focus
Accounts
8 healthcare accounts · $41,280 MRR · 5 nursing homes
| Account | Type | Beds | Location | MRR | Contract | Status | Health | Rep |
|---|---|---|---|---|---|---|---|---|
Crestwood Regional Medical Center Dr. Patricia Walsh, Dir. Operations | Hospital | 280 | Columbia, SC | $8,400/mo | Mar 28, 2026 | At Risk | 44 | Jeannine |
Pineview Skilled Nursing & Rehab Robert Hendricks, Admin Director | Nursing Home | 120 | Charleston, SC | $2,720/mo | Dec 31, 2026 | Active | 88 | Marcus |
Harborview Rehabilitation Center James Carver, Facilities Mgr. | Rehab Center | 88 | Mt. Pleasant, SC | $3,680/mo | Oct 31, 2026 | Active | 92 | Derek |
Clearwater Nursing & Rehabilitation Margaret Evans, Administrator | Nursing Home | 98 | Summerville, SC | $2,940/mo | Aug 31, 2026 | Active | 86 | Marcus |
Elmwood Memory Care & Assisted Living Linda Monroe, Executive Director | Nursing Home | 96 | Goose Creek, SC | $2,240/mo | May 31, 2026 | At Risk | 58 | Tanya |
Rosewood Memory Care Facility Cheryl Washington, Exec. Dir. | Nursing Home | 72 | Rock Hill, SC | $1,980/mo | Nov 30, 2026 | Active | 81 | Tanya |
Oakdale Skilled Nursing Facility Thomas Park, Administrator | Nursing Home | 84 | Lexington, SC | $1,760/mo | Sep 30, 2026 | Active | 79 | Marcus |
Sunrise Medical Clinic Dr. Sandra Liu, Medical Director | Clinic | 18 rooms | N. Charleston, SC | $2,180/mo | Feb 28, 2027 | Active | 97 | Jeannine |
Contacts
Detailed profiles with relationship history
Contact Info
Personal Details
Relationship & History
Contact Info
Personal Details
Relationship & History
Tasks
8 open · 3 overdue · Assigned to you
Follow up on Crestwood renewal pricing
Jeannine · Crestwood Regional MedicalSend infection control report to Robert Hendricks
Marcus · Pineview Skilled NursingCall Elmwood Memory Care — check on proposal
Tanya · Elmwood Assisted Living🟡 Due This Week
Prepare 36-month renewal proposal — Crestwood Medical
Jeannine · Due Mar 1Send linen sample kit to Harborview Rehab Center
Derek · Due Mar 2Confirm site visit with Magnolia Clinic
Jeannine · Completed Feb 26Quarterly review deck — Q1 Healthcare Accounts
Jeannine · Due Mar 7Coordinate linen audit at Greenfield Medical Center
Marcus · Due Mar 10🎂 Send birthday card to Dr. Walsh (turns 52)
Jeannine · Relationship taskRosewood Memory Care — 24-month renewal pitch
Tanya · Due Mar 15Present spring pricing to Clearwater SNF
Marcus · Due Mar 18Oakdale SNF — 6-month check-in call
Marcus · Account healthCalendar
Site visits, calls & meetings — Feb/March 2026
March 2026
📍 TODAY — Feb 27
10am — Call: Dr. Patricia Walsh re: Crestwood renewal
Upcoming Events
10am
📞 Crestwood renewal — Dr. Walsh
Jeannine · (803) 555-02419am
📍 Site visit — Harborview Rehab (Mt. Pleasant)
Jeannine & Derek · Full proposal delivery2pm
📅 Contract review — Pineview SNF
Marcus · Robert Hendricks11am
📞 Discovery call — Sunrise Pediatric
Jeannine · Cheryl Washington1pm
📍 Tour — Clearwater Nursing & Rehab
Marcus · Margaret Evans10am
📅 Greenfield Medical — Multi-year negotiation
Jeannine · Dr. Kevin Marsh · Board Room🎂 Dr. Patricia Walsh — Birthday (52nd)
Send card or gift!9am
📍 Bayshore Urgent Care — 3-site tour
Marcus · Dr. Marsh · Full dayCall Tracker
Make & receive calls directly from your browser — all calls logged automatically
Recent Call Log
🖥️ Browser Dialer
Quick Dial
Dr. Patricia Walsh
Crestwood MedicalRobert Hendricks
Pineview SNFJames Carver
Harborview RehabEmail Templates
Pre-built templates for every stage of the healthcare sales cycle
Cold Intro — Healthcare Director
ProspectingSubject: Reducing Linen Costs at [Facility Name] — 15-Min Chat?
Value-focused intro email targeting operations and admin directors. Opens with compliance/cost angle. 42% open rate.
Nursing Home — CMS Compliance Angle
Nursing HomeSubject: [First Name], Is Your Linen Service CMS-Ready?
Targets SNF administrators with infection control and CMS messaging. Highest open rate in our library: 61%.
Post-Trade Show Follow-Up
Follow-UpSubject: Great Meeting You at [Event] — Quick Follow-Up
Warm follow-up referencing a specific trade show conversation. Personalizable with badge scan notes.
Cost Savings Proposal Intro
ProposalsSubject: Your Custom Linen Cost Analysis — [Facility Name]
Sends alongside an estimate. Leads with savings vs. in-house laundry. Includes ROI callout.
Renewal — 90-Day Notice
RenewalSubject: Your Fillmore Contract Renewal — Let's Talk Options
Proactive renewal 90 days before expiration. Includes multi-year discount offer. Our top-converting template: 38% reply rate.
Loyal Customer Appreciation
RenewalSubject: Thank You, [First Name] — Your Loyalty Means Everything
Warm renewal letter for long-standing accounts with custom loyalty discount for 24/36-month renewals.
Site Visit Confirmation
Follow-UpSubject: Confirming Our Visit to [Facility Name] — [Date]
Pre-visit confirmation with agenda, what to expect, and rep contact info. Professional and reassuring.
Win-Back — Former Customer
Win-BackSubject: We Miss You — Here's What's Changed at Fillmore
Re-engagement email for lapsed accounts. Leads with service improvements + a special offer to return.
Book Site Visit
Schedule tours & on-site meetings at the customer's facility
📍 Schedule On-Site Visit
9:00 AM
Available10:30 AM
Available1:00 PM
Booked2:30 PM
Available3:30 PM
Available4:30 PM
Booked📋 Upcoming Site Visits
9am
Harborview Rehab Center
Jeannine & Derek · Proposal delivery1pm
Clearwater Nursing & Rehab
Marcus · Margaret Evans · Tour10am
Elmwood Memory Care
Tanya · Linda Monroe · Renewal9am
Bayshore Urgent Care (3 sites)
Marcus · Dr. Marsh · Full day🗺️ Visit Prep Checklist
Estimates
5 estimates · $28,840/mo in open proposals
| Estimate # | Account | Monthly Value | Annual Value | Term | Status | Created | |
|---|---|---|---|---|---|---|---|
| EST-2026-0022 | Crestwood Regional Medical | $8,400/mo | $96,912 | 36 mo | Draft | Feb 24 | |
| EST-2026-0021 | Harborview Rehabilitation | $3,680/mo | $42,451 | 24 mo | Sent | Feb 20 | |
| EST-2026-0020 | Pineview Skilled Nursing | $2,720/mo | $31,334 | 24 mo | Accepted ✓ | Feb 14 | |
| EST-2026-0019 | Elmwood Memory Care | $2,240/mo | $25,819 | 24 mo | Viewed | Feb 18 | |
| EST-2026-0018 | Clearwater Nursing & Rehab | $2,940/mo | $33,888 | 12 mo | Sent | Feb 16 |
Contracts
7 contracts · $495,360 ARR
| Contract # | Account | Monthly | Annual | Status | Start | Expires | Days Left | |
|---|---|---|---|---|---|---|---|---|
| CTR-2026-0011 | Crestwood Regional Medical | $8,400 | $100,800 | Expiring Soon | Mar 28, 2024 | Mar 28, 2026 | 28d | |
| CTR-2026-0010 | Pineview Skilled Nursing | $2,720 | $32,640 | Active | Jan 1, 2025 | Dec 31, 2026 | 308d | |
| CTR-2026-0009 | Harborview Rehab Center | $3,680 | $44,160 | Active | Nov 1, 2024 | Oct 31, 2026 | 246d | |
| CTR-2026-0008 | Clearwater Nursing & Rehab | $2,940 | $35,280 | Active | Sep 1, 2024 | Aug 31, 2026 | 186d | |
| CTR-2026-0007 | Elmwood Memory Care | $2,240 | $26,880 | Expiring Soon | Jun 1, 2024 | May 31, 2026 | 93d | |
| CTR-2026-0006 | Rosewood Memory Care | $1,980 | $23,760 | Active | Dec 1, 2024 | Nov 30, 2026 | 276d | |
| CTR-2026-0005 | Sunrise Medical Clinic | $2,180 | $26,160 | Pending Signature | — | — | — |
Campaigns
4 campaigns · 86 healthcare leads generated
Spring Healthcare Outreach 2026
📧 Email Sequence · Feb 1 – Apr 30, 2026
5-step email campaign targeting Dr. Patricia Walsh & Crestwood ops team. Renewal-focused with ROI data. 38 contacts enrolled.
24
Leads47%
Open Rate6
Replies8,289%
ROISNF Renewal Drive Q1
📧 Email + 📞 Call · Jan 15 – Mar 31, 2026
Targeted renewal outreach to Robert Hendricks & admin team. CMS compliance angle + cost savings pitch. 68 contacts enrolled.
19
Leads63%
Open Rate9
Replies34,286%
ROIElmwood Re-Engagement Push
📧 Win-Back Email + 📍 Site Visit · Jan 10 – Mar 15, 2026
Win-back campaign targeting Linda Monroe. Contract expired May 2025 — outreach to re-engage with updated pricing and new infection control features. 22 contacts.
11
Leads38%
Open Rate3
Replies1,840%
ROIHarborview New Client Onboarding
📧 Onboarding Sequence · Nov 1, 2025 – Jan 15, 2026
New client onboarding campaign for James Carver & facilities team. Delivered welcome kit, compliance docs, and care instructions over 10 weeks. 32 contacts enrolled.
32
Delivered71%
Open Rate100%
Satisfied12,044%
ROISocial Media
Monitor & engage across all channels
LinkedIn — Fillmore Linen Service
Healthcare industry content, case studies, compliance updates. Best channel for B2B lead generation.
1,240
Followers4.8%
Eng. Rate18
Leads/moTwitter / X — @FillmoreLinen
Industry news, quick tips, response to healthcare admin discussions. Great for brand awareness.
622
Followers2.1%
Eng. Rate4
Leads/moFacebook — Fillmore Linen Service
Community updates, customer stories, local healthcare news. Good for nursing home administrator audience.
840
Followers3.2%
Eng. Rate6
Leads/moYouTube — Fillmore Linen Service
Facility tour videos, compliance how-to guides, customer testimonials. Growing healthcare audience.
210
Subscribers6.4%
Avg Watch2
Leads/moConnect Another Channel
Add TikTok, Instagram, Google Business, Yelp, or Healthgrades to track all mentions and reviews in one place.
Reports & Analytics
Fillmore Linen Service — Healthcare Division Performance
Saved Reports — Click to View PDF
Revenue & MRR
Last 6 months · All reps
Rep Leaderboard
February 2026 · All reps
Contract Expiry
Next 90 days · 3 contracts
Pipeline Analysis
$342,800 open · 11 deals
Revenue Won by Month
MRR by Account Type
Rep Performance — Feb 2026
| Rep | Leads | Calls | Won | Revenue |
|---|---|---|---|---|
| Jeannine Withers Sales Manager | 6 | 24 | 3 | $52,400 |
| Marcus Owens | 4 | 18 | 2 | $34,800 |
| Tanya Rhodes | 3 | 14 | 1 | $21,600 |
| Derek Fontaine | 2 | 11 | 1 | $16,200 |
Lost Deal Reasons
AI Assistant
Intelligent automation to supercharge your sales team
🤖 LinenTrack AI Agent
Your always-on AI sales assistant — handles scheduling, follow-ups, and lead nurturing so your team focuses on closing.
📅 AI Appointment Booking
AI books site visits & meetings on your behalf via email. It reads replies and updates the calendar automatically.
🔔 Smart Follow-Up Agent
AI monitors deals with no activity and auto-sends personalized follow-up emails approved by your rep. Never miss a hot lead.
✍️ AI Email Drafting
Describe the goal and the AI writes a personalized email using contact history, account details, and past conversations.
📞 AI Call Summaries
AI listens to calls (with consent) and auto-generates a summary, extracts next steps, and logs everything to the CRM.
🏆 Lead Scoring AI
AI automatically scores every lead 0–100 based on facility size, engagement history, CMS ratings, and deal velocity.
📊 AI Forecast & Alerts
AI predicts monthly close rates, flags at-risk contracts early, and recommends which deals to prioritize each week.
💰 AI Plan Pricing
Add-on to any LinenTrack CRM subscription
AI Starter
For 1–3 reps
+$199/mo
- AI email drafting (50/mo)
- Smart follow-up reminders
- Basic lead scoring
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Full team · unlimited
+$449/mo
- Everything in Starter
- AI appointment booking agent
- Call transcription & summary
- Forecast & at-risk alerts
- Unlimited AI emails
🤖 Try AI Email Drafting (Preview)
SAMPLE AI OUTPUT (AI Plan Preview):
Subject: Renewing Your Crestwood Contract — A Few Options for You
Hi Patricia,
I hope you're well! I noticed your current agreement is coming up for renewal next month and wanted to reach out before the calendar fills up. We'd love to continue serving Crestwood Regional — you've been a wonderful partner since 2023.
I put together a few renewal options including a 36-month term with a 8% discount that could save you over $17,000 vs. annual. Would 30 minutes work this week or next?
Best, Jeannine
Integrations
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