Pet care
Brannigan Household · Pet care · Raleigh, NC
Xavi Brannigan keeps a two-dog household organized in Raleigh and uses this to walk each prospective veterinarian from a first ring to a signed agreement while the calls made and prices quoted stay on the same page.
Personal and familySales pipelineLinked tables4 tables · 7 views · 1 form · 3 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateVet board
VetsFirst call3
Windmere Mobile Pet CareMobile vetCitywide
Hollis Bend Animal HospitalGeneral practiceHollis Bend
Gable End Vet ClinicGeneral practiceGable End
Tour booked4
Saltbox Animal WellnessGeneral practiceSaltbox Square
Quarry Hill Veterinary HospitalGeneral practiceQuarry Hill
Thistle Row VeterinaryGeneral practiceThistle Row
Rookery Lane Animal ClinicGeneral practiceRookery
Visited4
Marrow Lane Mobile VetMobile vetCitywide
Heron Pond Animal ClinicGeneral practiceHeron Pond
Lindenfold Veterinary ClinicGeneral practiceLindenfold
Millstone Veterinary PartnersGeneral practiceMillstone
Quote in5
Tallow Creek Pet CareGeneral practiceTallow Creek
Birchwood Emergency and Specialty VetEmergency and specialtyBirchwood
Alderwick Veterinary GroupGeneral practiceAlderwick
Oakridge Gate Animal CareGeneral practiceOakridge
Juniper Lock Mobile VeterinaryMobile vetCitywide
Agreement sent1
Cobbler's Mill Veterinary ClinicGeneral practiceOld Town
Signed1
Fernhill Animal HospitalGeneral practiceFive Points
Ruled out4
Pine Hollow Low-Cost ClinicLow-cost clinicPine Hollow
Sandpiper Emergency Animal CenterEmergency and specialtySandpiper
Cinder Hill Pet HospitalGeneral practiceCinder Hill
Ashgrove Spay and Neuter ClinicLow-cost clinicAshgrove
Tables
Vets
22 sample rows · 15 columnsEvery clinic Xavi is considering, from the first phone call to a signed agreement or a decision to rule it out.
| Practice | Kind of practice | Neighborhood | Clinic phone | Stage | First call | Next step |
|---|---|---|---|---|---|---|
| Fernhill Animal Hospital | General practice | Five Points | (919) 555-0101 | Signed | Aug 14, 2026 | — |
| Pine Hollow Low-Cost Clinic | Low-cost clinic | Pine Hollow | (919) 555-0108 | Ruled out | Aug 21, 2026 | — |
| Cobbler's Mill Veterinary Clinic | General practice | Old Town | (919) 555-0102 | Agreement sent | Aug 25, 2026 | Oct 8, 2026 |
| Sandpiper Emergency Animal Center | Emergency and specialty | Sandpiper | (919) 555-0115 | Ruled out | Aug 28, 2026 | — |
| Cinder Hill Pet Hospital | General practice | Cinder Hill | (919) 555-0118 | Ruled out | Aug 30, 2026 | — |
| Tallow Creek Pet Care | General practice | Tallow Creek | (919) 555-0103 | Quote in | Sep 1, 2026 | Oct 9, 2026 |
| Ashgrove Spay and Neuter Clinic | Low-cost clinic | Ashgrove | (919) 555-0121 | Ruled out | Sep 4, 2026 | — |
| Birchwood Emergency and Specialty Vet | Emergency and specialty | Birchwood | (919) 555-0104 | Quote in | Sep 5, 2026 | Oct 11, 2026 |
| Oakridge Gate Animal Care | General practice | Oakridge | (919) 555-0117 | Quote in | Sep 7, 2026 | Oct 10, 2026 |
| Marrow Lane Mobile Vet | Mobile vet | Citywide | (919) 555-0105 | Visited | Sep 8, 2026 | Oct 10, 2026 |
| Heron Pond Animal Clinic | General practice | Heron Pond | (919) 555-0106 | Visited | Sep 10, 2026 | Oct 7, 2026 |
| Juniper Lock Mobile Veterinary | Mobile vet | Citywide | (919) 555-0122 | Quote in | Sep 11, 2026 | Oct 14, 2026 |
10 more rows
Calls
43 sample rows · 9 columnsEach phone call to a clinic, with what Xavi asked and how it ended.
| Call | Practice | Called on | Topic | How it ended | Minutes |
|---|---|---|---|---|---|
| Gable End Vet Clinic · hours and emergencies | Gable End Vet Clinic | Oct 2, 2026 | Hours and emergencies | Spoke with a vet tech | 30 |
| Hollis Bend Animal Hospital · dog-friendly handling | Hollis Bend Animal Hospital | Sep 30, 2026 | Dog-friendly handling | Spoke with a vet tech | 9 |
| Windmere Mobile Pet Care · pricing | Windmere Mobile Pet Care | Sep 29, 2026 | Pricing | Booked a tour | 29 |
| Rookery Lane Animal Clinic · hours and emergencies | Rookery Lane Animal Clinic | Sep 28, 2026 | Hours and emergencies | Spoke with a vet tech | 9 |
| Thistle Row Veterinary · boarding | Thistle Row Veterinary | Sep 26, 2026 | Boarding | Booked a tour | 21 |
| Rookery Lane Animal Clinic · boarding | Rookery Lane Animal Clinic | Sep 24, 2026 | Boarding | Spoke with the doctor | 31 |
| Quarry Hill Veterinary Hospital · hours and emergencies | Quarry Hill Veterinary Hospital | Sep 23, 2026 | Hours and emergencies | Spoke with a vet tech | 20 |
| Thistle Row Veterinary · records transfer | Thistle Row Veterinary | Sep 22, 2026 | Records transfer | Left message | 16 |
| Millstone Veterinary Partners · boarding | Millstone Veterinary Partners | Sep 22, 2026 | Boarding | Booked a tour | 29 |
| Saltbox Animal Wellness · boarding | Saltbox Animal Wellness | Sep 21, 2026 | Boarding | Booked a tour | 13 |
| Quarry Hill Veterinary Hospital · boarding | Quarry Hill Veterinary Hospital | Sep 19, 2026 | Boarding | Spoke with the doctor | 15 |
| Lindenfold Veterinary Clinic · pricing | Lindenfold Veterinary Clinic | Sep 19, 2026 | Pricing | Left message | 27 |
31 more rows
Quotes
9 sample rows · 8 columnsThe prices clinics quote for both dogs, and whether Xavi is still weighing each one.
| Quote | Practice | Dogs | What is quoted | Yearly price | Quoted on | Status |
|---|---|---|---|---|---|---|
| Alderwick Veterinary Group · household quote | Alderwick Veterinary Group | Biscuit, Juno | Per-visit pricing | $665 | Sep 26, 2026 | Waiting |
| Juniper Lock Mobile Veterinary · household quote | Juniper Lock Mobile Veterinary | Biscuit, Juno | Annual wellness plan | $545 | Sep 25, 2026 | Waiting |
| Oakridge Gate Animal Care · household quote | Oakridge Gate Animal Care | Biscuit, Juno | Annual wellness plan | $625 | Sep 23, 2026 | Waiting |
| Birchwood Emergency and Specialty Vet · household quote | Birchwood Emergency and Specialty Vet | Biscuit, Juno | Wellness plan with dental | $1,150 | Sep 19, 2026 | Waiting |
| Tallow Creek Pet Care · household quote | Tallow Creek Pet Care | Biscuit, Juno | Annual wellness plan | $605 | Sep 17, 2026 | Waiting |
| Cinder Hill Pet Hospital · household quote | Cinder Hill Pet Hospital | Biscuit, Juno | Wellness plan with dental | $985 | Sep 15, 2026 | Too high |
| Sandpiper Emergency Animal Center · household quote | Sandpiper Emergency Animal Center | Biscuit, Juno | Per-visit pricing | $1,450 | Sep 13, 2026 | Too high |
| Cobbler's Mill Veterinary Clinic · household quote | Cobbler's Mill Veterinary Clinic | Biscuit, Juno | Wellness plan with dental | $735 | Sep 11, 2026 | Accepted |
| Fernhill Animal Hospital · household quote | Fernhill Animal Hospital | Biscuit, Juno | Annual wellness plan | $645 | Aug 31, 2026 | Accepted |
Dogs
2 sample rows · 5 columnsThe two dogs the new vet has to take on.
| Name | Breed | Birthday | Weight |
|---|---|---|---|
| Biscuit | Beagle mix | Mar 14, 2019 | 24 |
| Juno | Australian shepherd | Jul 2, 2021 | 47 |
Views
Next steps
VetsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6Windmere Mobile Pet Care
7Heron Pond Animal ClinicSaltbox Animal Wellness+1
8Cobbler's Mill Veterinary ClinicLindenfold Veterinary Clinic+1
9Tallow Creek Pet CareQuarry Hill Veterinary Hospital
10Marrow Lane Mobile VetOakridge Gate Animal Care+1
11Birchwood Emergency and Specialty VetThistle Row Veterinary
12Alderwick Veterinary Group
13Millstone Veterinary Partners
14Juniper Lock Mobile Veterinary
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Forms and booking
Log a call
FormLog a callWhere Xavi writes down a phone call right after hanging up.
Who did you call, and about what? *
Which practice was it? *
What day did you call? *
What did you ask about?Hours and emergenciesPricingDog-friendly handlingRecords transferBoarding
How did the call end?Spoke with a vet techLeft messageBooked a tourSpoke with the doctor
How many minutes did it take?
Anything to remember?
Add to the call logAlso included
- Vet boardStage rules
- Quotes still waitingDigest
- Clinic signedNotificationTells Xavi to move the dogs' records the day a clinic's agreement is signed.
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