ClientFlow

Vertex Logistics Group

Andre Willis · andre@vertexlogistics.co · (313) 555-0188

Contract PendingCommercial PropertyStaff: Derrick HaleNext follow-up: 7/30/2026
Client summary
Business description
Regional freight brokerage expanding into warehousing.
What they need
Help locating 8,000 sq ft warehouse space with dock access.
Current program
Commercial Property
Current status
Contract Pending
Internal decision
Pending review
Assigned staff
Derrick Hale
Created
6/17/2026
Open tasks & latest notes
Document requestOverdue

Due 7/26/2026 · Awaiting signed letter of intent.

Site tour recap

Reviewed two dock-equipped properties; client prefers the Eastside site.

Snapchat communication
Snapchat username
Last Snapchat contact
Communication summary
Follow-up needed
No
Staff member