Bank·Brookfield, WI

North Shore Bank

ClientStrong76Sales DPDeanNet 30Client since Nov 1, 2019

Open pipeline: $0
Billed this year: $1,552
Projects: 1 · 0 active
Sites: 1

Brief· live from this record

Client · Bank

North Shore Bank has 1 site and 1 project with us — 0 active, 0 open bids. $1,552 billed this year. Last touch 5w ago: DoorPro Services accepted 23226.

76Strong

Health: Strong · 76
Open pipeline: $0
Billed this year: $1,552
Sites: 1

Key people

GT
Greg ThaoDecision maker
VP Facilities
48

Active work

Nothing in flight

1 past project — start the next one here.

Locations1

North Shore Bank — Brookfield HQ

15700 W Bluemound Rd, Brookfield WI

Commercial · real propertyOwnerNorth Shore Bank

Projects: 1; none open
Assets: 0; none yet
Warranties: 0; none active

Last 23226 · 1d ago

Relationship timeline

calls, emails, texts, notes and site work

August2

DoorPro Services accepted 23226Vendor · Aug 4
SMS reply "1"
Work order 23226 sent to DoorPro ServicesMorgan Paron Allen · Aug 2
Email + SMS (reply 1/2/3)

July1

Greg Thao signed proposalClient · Jul 29
E-signature captured · certificate attached · company converted to Client

May2

Proposal v1 sent to Greg ThaoDean Puccetti · May 22
Via email with Review button · follow-up program enrolled
Project 23226 createdDean Puccetti · May 18
Created from phone call