Elite Kitchens
What They Are Doing Right Now
Live in the Storefront · 14 minutes on site- Viewing Taj Mahal Quartzite 3cm Polished — the sixth view of this lot in nine days.
- Added two slabs to the wish list — four minutes ago. Five items on the list in total.
- Requested a price on one slab — QZ-4471-08, three minutes ago. Nothing has been sent back yet.
- Fourth visit this week — 68 minutes across the four, all on warm quartzites.
- Shared the “Warm Quartzite, Autumn” showroom — with two people at their shop, 18 Aug.
What Happens Next
One overdue, two ahead- Call Marta about the Calacatta run — due 14 Aug, 6 days overdue. High priority. M. Alvarez. Linked to EST-2261.
- Confirm the autumn container — due 22 Aug. Medium priority. M. Alvarez.
- Send the new warm quartzite arrivals — due 29 Aug. Low priority. M. Alvarez.
- Completed 12 Aug · showroom walkthrough — outcome positive. Marta asked to be called once the container clears.
What They Are Interested In
Saved, viewed, quoted and heldOn The Wish List
- Taj Mahal Quartzite · 3cm Polished — 2 slabs, added today. 12 available in Miami.
- Perla Venata · 3cm Honed — added 4 Aug. Down to 3 slabs; two just went on hold for another client.
- Calacatta Gold · 2cm Polished — added 22 Jul. In an open quote.
Seen Again And Again
- Taj Mahal Quartzite — 6 views in 9 days, 22 minutes total.
- Mont Blanc Quartzite — 3 views, most recently yesterday.
Committed Or Quoted
- On hold · 4 slabs Calacatta Gold — HLD-877, expires 1 Sept.
- In a quote · EST-2261 — 8 slabs Calacatta Gold, $18,400. Viewed twice, unanswered 9 days.
- Categories they have asked about — warm quartzite, light marble, 3cm thicknesses.
Where They Stand Financially
In good standing · Net 30| Invoice | Issued | Terms | Amount | Open | Status |
|---|---|---|---|---|---|
| INV-4402 | 2 Jul 2026 | Net 30 | $18,400 | $18,400 | Due In 2 Days |
| INV-4388 | 14 Jun 2026 | Net 30 | $13,200 | $13,200 | Open |
| INV-4310 | 3 May 2026 | Net 30 | $26,700 | $0 | Paid |
No financial restriction and no credit hold on this client.
Why This Client Reads As Growing
The factors behind the health, so you can disagree with it- Sales trend up 22% — trailing twelve months against the year before.
- Orders every 46 days on average — 48 orders since March 2021.
- 60 days since the last order — longer than their own cadence, but a container is in progress.
- Storefront activity is rising — four visits this week against a weekly average of one.
- One quote unanswered for 9 days — opened twice, never replied to.
- One follow-up is 6 days overdue — the only thing pulling this score down.
- Nothing overdue financially — every invoice inside terms.
Relationship History
Everything, from every module, newest first-
Storefront VisitToday, 14:06 · in progress
Marta Ruiz is on Taj Mahal Quartzite 3cm Polished
Fourth visit this week. 14 minutes so far, all of it on warm quartzites.
-
Wish ListToday, 14:02
Added two slabs of Taj Mahal Quartzite
-
Price RequestToday, 14:03 · unanswered
Asked for a price on QZ-4471-08
No reply sent yet. Outstanding for 3 minutes.
-
VIP Showroom18 Aug 2026
Opened “Warm Quartzite, Autumn” and shared it with two colleagues
-
Quote Viewed15 Aug 2026 · second view
EST-2261 opened again, still no response
8 slabs Calacatta Gold, $18,400. Six minutes on the document.
-
Follow-Up Due14 Aug 2026 · overdue
Call Marta about the Calacatta run
Created from the 12 Aug walkthrough. High priority, still open.
-
Showroom Walkthrough12 Aug 2026 · 55 minutes
Marta and Danny came in to look at the autumn lots
“Wants 8 more slabs of the same lot if we can hold thickness at 3cm. Asked me to call once the container clears.”
-
Hold Created9 Aug 2026
4 slabs of Calacatta Gold held until 1 Sept
-
Opportunity Created4 Aug 2026
Calacatta re-order, same lot — $18,400 expected
-
Payment Received28 Jul 2026
INV-4310 paid in full — $26,700
-
Order30 Jun 2026
ORD-1180 — 12 slabs, $41,200
-
Internal Note20 Jun 2026
Marta's daughter is studying in Europe — ask about it
Internal only. Never appears in anything sent to the client.
-
Support Request2 Jun 2026 · resolved
Two slabs arrived with a chipped edge
Replaced from the same lot within four days. Marta was satisfied.
-
Status Change12 Jan 2026
Active Client → VIP Client
-
Assignment Change3 Feb 2025
D. Serrano → M. Alvarez
The relationship history stayed on the client, and six open follow-ups moved across.
The People At Elite Kitchens
Four contacts · one primary| Name | Job Title | Role In Buying | How To Reach Them | Prefers | Location | Status |
|---|---|---|---|---|---|---|
| Primary contact | Owner | Decision-Maker | +1 305 555 0142marta@elitekitchens.example | Call · Spanish | Miami | Active |
| Marta's brother | Shop Foreman | Fabricator | +1 305 555 0188danny@elitekitchens.example | WhatsApp · English | Miami | Active |
| Accounts Payable | Accounting Contact | +1 305 555 0170ap@elitekitchens.example | Email · English | Miami | Active | |
| Project Manager | Project Manager | +1 954 555 0121tomas@elitekitchens.example | Email · Spanish | Fort Lauderdale | Left The Company |
Locations
Three branches · orders, quotes and holds are tracked per location| Location | Address | Contacts There | Sales 12M | Open Business | Status |
|---|---|---|---|---|---|
| 2140 NW 22nd St, Miami FL | Marta Ruiz, Danny Ruiz, Priya Raman | $186,400 | 2 quotes, 1 hold | Primary | |
| 880 E Broward Blvd, Fort Lauderdale FL | — | $21,300 | — | Active | |
| 10250 NW 25th St, Doral FL | Danny Ruiz | $7,100 | — | Ship-To Only |
Follow-Ups
1 overdue · 2 upcoming · 11 completed since March| Due ▲ | Type | Contact | Notes | Related To | Owner | Priority | Status |
|---|---|---|---|---|---|---|---|
| 14 Aug 20266 days overdue | Call The Client | Marta Ruiz | Call once the container clears | EST-2261 | M. Alvarez | High | Overdue |
| 22 Aug 2026In 2 days | Confirm A Container | Marta Ruiz | Booking closes Friday | OPP-311 | M. Alvarez | Medium | Upcoming |
| 29 Aug 2026In 9 days | Send New Arrivals | Danny Ruiz | Warm quartzite, 3cm only | Wish list | M. Alvarez | Low | Upcoming |
| 12 Aug 2026Completed same day | Showroom Walkthrough | Marta Ruiz | Outcome positive — wants 8 more slabs | Lot QZ-4471 | M. Alvarez | Medium | Completed |
| 18 Jun 2026Rescheduled twice | Reconnect After Travel | Marta Ruiz | Back from Spain on the 24th | — | M. Alvarez | Low | Completed |
Opportunities
2 open · $104,400 expected · 9 won and 2 lost since 2021| Opportunity ▲ | Stage | Expected | Close Date | Conf. | Next Action | Status |
|---|---|---|---|---|---|---|
| Autumn container, 20 slabsMarta Ruiz · warm quartzite, 3cm | Building A Container | $86,000 | 15 Sept 2026 | 70% | Confirm before booking closes | Open |
| Calacatta re-order, same lotMarta Ruiz · 8 slabs, 3cm polished | Client Reviewing | $18,400 | 5 Sept 2026 | 60% | Call about the container clearing | Open |
| Fort Lauderdale showroom fit-outTomás Rivera · new client location | Won | $21,300 | 14 May 2026 | 100% | — | Won |
| Dark granite for a commercial jobDanny Ruiz · 14 slabs | Lost | $32,000 | 2 Mar 2026 | 0% | — | Lost · Product Mismatch |
Dates That Matter
Birthdays, anniversaries and what they told you was coming- BirthdayMarta Ruiz · 8 SeptIn 19 days · reminder set 10 days ahead
- BirthdayDanny Ruiz · 3 FebMonth and day only, as the business stores them
- Anniversary15 years in business · 12 OctRecurs annually · entered 4 Mar 2025
- TravelMarta in Spain · 2–24 JunPassed · reconnect follow-up was completed
- Family eventDaughter graduates · June 2027Mentioned 20 Jun 2026
What They Have Told You
Read this before you call — it is the difference between a call and a conversation- Her daughter is studying in Europe — architecture, in Barcelona. Marta visits twice a year. Recorded by M. Alvarez, 20 Jun 2026. Private
- Follows Real Madrid closely — will not take a call during a match. Recorded by M. Alvarez, 4 Mar 2025. Private
- Prefers a phone call, in Spanish, before ten in the morning — email gets read late and answered rarely. Recorded by D. Serrano, 11 Nov 2024. Private
- Danny is her brother and runs the shop floor — he decides on thickness and finish; she decides on price. Recorded by M. Alvarez, 3 Feb 2025. Private
- Opening a fourth location in 2027 — Naples, still confidential. Mentioned in passing on 12 Aug 2026. Private
Reminders From This
What the relationship information will put in front of you, and whenWhat They Have Told Us
Stated by the client — the strongest kind of signal there isWants
Does Not Want
An exclusion is stronger than a preference. Nothing on this side is offered in a promotion, a showroom or an arrival alert for this client, however well it matches on everything else.
What Their Behaviour Suggests
Observed, not stated — kept separate on purpose| Product | Seen In | Views | Most Recent | Time Spent | What Followed |
|---|---|---|---|---|---|
| Taj Mahal Quartzite · 3cm Polished | Storefront | 6 | Now | 22 min | Wish list, price request |
| Perla Venata · 3cm Honed | Storefront | 4 | 18 Aug 2026 | 11 min | Wish list |
| Calacatta Gold · 2cm Polished | VIP Showroom | 3 | 15 Aug 2026 | 9 min | Quote, hold |
| Mont Blanc Quartzite · 3cm | Storefront | 3 | 19 Aug 2026 | 6 min | Nothing yet |
| Fusion Quartzite · 3cm Leathered | Storefront | 1 | 11 Aug 2026 | 40 sec | Left immediately |
What These Preferences Are Used For
You keep the decision on whether anything is actually sentCommunications
Most recent meaningful contact: 12 Aug 2026, showroom walkthrough, outcome positive| When ▲ | Kind | Contact | What Was Said | Connected To | Follow-Up | Outcome |
|---|---|---|---|---|---|---|
| 12 Aug 202655 min | Showroom Walkthrough | Marta Ruiz | Wants 8 more slabs of the same lot if we hold 3cm. Call once the container clears. | EST-2261 | 14 Aug | Positive |
| 9 Aug 202612 min | Call | Danny Ruiz | Confirmed 3cm on everything. Leathered finishes are off the table for good. | HLD-877 | — | Positive |
| 4 Aug 2026Email | Client Question | Marta Ruiz | Asked what a 20-slab container would cost delivered to Doral. | OPP-311 | 5 Aug | Answered |
| 28 Jul 2026Email | Salesperson Reply | Priya Raman | Sent the paid receipt for INV-4310 and the updated statement. | INV-4310 | — | Neutral |
| 18 Jun 20266 min | Call | Marta Ruiz | Back from Spain. Asked after her daughter; she is staying another year. | — | — | Positive |
| 2 Mar 2026Meeting | Meeting | Danny Ruiz | Lost the commercial job. The architect specified a dark granite we could not match. | OPP-244 | — | Negative |
Client Documents
Classified, so the right one is found without reading a file listCommercial And Legal
Projects And Photos
Commercial Rules
Everything negotiated with this client, in one placeChanging any of these keeps who changed it and when. The last change was the discount, from 7% to 9%, by R. Vance on 1 Jan 2026.
What They Have Paid
List against actual, so nobody walks in already having given the discount| Material | Qty | When | List | Paid | Discount |
|---|---|---|---|---|---|
| Calacatta Gold · 3cm Polished | 12 | 30 Jun 2026 | $96/sqft | $87/sqft | −9.4% |
| Perla Venata · 3cm Honed | 6 | 14 May 2026 | $84/sqft | $76/sqft | −9.5% |
| Taj Mahal Quartzite · 3cm | 9 | 3 May 2026 | $92/sqft | $84/sqft | −8.7% |
| Mont Blanc Quartzite · 3cm | 8 | 11 Feb 2026 | $88/sqft | $80/sqft | −9.1% |
Company Profile
The commercial relationship with the businessCustom Fields
Defined by the administrator for every client at this tenant.
Record History
Material changes, who made them and when — kept whoever owns the client now| When ▲ | What Changed | Was | Became | By | Reason |
|---|---|---|---|---|---|
| 18 Aug 2026 | Preference added | — | Finish: no leathered | M. Alvarez | Stated on a call |
| 4 Aug 2026 | Opportunity stage | Needs Identified | Client Reviewing | M. Alvarez | — |
| 14 Aug 2026 | Follow-up rescheduled | 10 Aug | 14 Aug | M. Alvarez | Marta was travelling |
| 2 Mar 2026 | Preference added | — | Excludes dark stone | M. Alvarez | After a lost job |
| 12 Jan 2026 | Lifecycle status | Active Client | VIP Client | R. Vance | Passed $250K in a rolling year |
| 1 Jan 2026 | Pricing assignment | Standard US · 7% | VIP US · 9% | R. Vance | Annual review |
| 4 Sept 2025 | Credit limit | $60,000 | $100,000 | Finance | Three years of clean payment |
| 3 Feb 2025 | Assigned salesperson | D. Serrano | M. Alvarez | R. Vance | Territory rebalance |
| 18 Nov 2024 | Client merged | Elite Kitchen Co. | Elite Kitchens | R. Vance | Same company, entered twice |