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Client Info > Client info 1 > Flashcards

Client info 1 Flashcards

1
Q

Bruce and Marcy Balter
129 Rockport Rd.
Weston, MA 02493

A 
Contract total-\$\$18,791.00
Garden Visits per year-30 @6.8hr
Pets:          Dog - Brady          
Children:                         
 Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No

EVERY VISIT
Containers & windowboxes: deadhead, fert, and water as/if needed. Alert Laura if any plants are failing or look overwatered.
Front stoop: keep an eye on staining of bluestone from water drainage out of pots. We will need to periodically powerwash to keep it clean. Alert Laura if you notice stains getting bad.
Yoga patio: wipe down container & trim and downspout behind it; wipe down furniture.
Woodland walk in back yard: clean up any fallen branches, weed, and cut back any new growth that emerges from stumps. Marcy walks in this area daily – it is a gigantic priority for her.
Bird bath: fill it every visit.
Pond: skim debris from surface.

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2
Q

Carolyn & Jeffrey Carney
4 Essex Rd.
Wellesley, MA 02481

A 
Contract Total-19,298.00
Garden visits per year- 15@ 5.6hr
Pets:          Dog           
Children:   Son – interested in horticulture; late high school/early college                      
Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           Yes

EVERY VISIT
GARDEN NOTES
Whenever you spray, please leave a note in the day-end note that the spray is safe for pets or if she should keep her dog inside for any period of time. If it’s safe, she needs the comfort of knowing that it is safe.
Loves her raised perennial/vegetable garden.
Once the pond is up and running, clean out the filter each visit:

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3
Q

Amy and Lyle Coghlin
15 Ridge Rd.
Westwood, MA 02090

A 
Contract Total-15,180.00
Garden Visits per year- 15@ 6hr
Pets:          Dog - Ridley
Children:                         
 Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No

EVERY VISIT
GARDEN NOTES
We cut the grasses back very late in the season (December), and may decide to leave some of them up over the winter, so please don’t cut back anything without talking to Laura.
FYI, have had discussions about all the deadwood and dead trees, but the client does not want to spend money dealing with it, so just tackle what you can bit by bit over the course of the season, starting with what’s most visible.

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4
Q

Richard &Laurie Gliklich
24 Meadowbrook Rd.
Weston, MA 02493

A

Contract Total-29,562.00
Garden Visits per year- 15 @9hr
Occupation-Plastic surgeon in boston
Pets: Brady
Children: 2 girls in high school, 1 boy in middle school. Oldest is going to Penn.
Housekeeper: Loli
NWL Account Manager: Laura Harrigan
2016 Contract Details: T&M? No - fixed
PHC Client? Yes
Organic? No

EVERY VISIT

GARDEN DETAILS
Boxwood hedges are pruned by the tree team.

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5
Q

Fay and Leon Lewis
80 Highland Street
Weston, MA 02493

A 
Contract Total-$50,391.00
Garden Visits per year-52 @9hr
From South Africa
Fay wrote 3 cook books
roses do bad due to irrigation of grass near by
annual install near front of house
moving soon-
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6
Q

Stacey Theofilo/Vijay Vishwanath/Stevens Farm Community
10 Longmeadow Rd.
Westwood, MA 02090

A

Contract total-$6,425.00

Bed maintenance no fine gardening

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7
Q

David and Stephanie Long
10 Strawberry Hill Road
Dover, MA 02030
#10

A 
Contract Total-$31,825.00
Garden Visits per year- 15@ 12 hr
David is CEO of Liberty Mutual
Pets:          Dog          
Children:                         
Housekeeper:    
Property Manager:  Kirsti Moestue                    
NWL Account Manager:       Laura  
2017 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           Yes

Do not ever buzz the intercom on the gate or use the manual gate opener. Use the FOB.
We are never to spray ANYTHING on this property without explicit permission.
Always email photos of workers that day

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8
Q

David and Stephanie Long
10 Strawberry Hill Road
Dover, MA 02030
#6- Sister

A

Contract Total-$13,810.00
Garden Visits per year-15@ 3hr
Pets: Dog
Children:
Housekeeper:
Property Manager: Kirsti Moestue
NWL Account Manager: Laura
2017 Contract Details: T&M? No
PHC Client? Yes
Organic? Yes
Do not ever buzz the intercom on the gate or use the manual gate opener. Use the FOB.
We are never to spray ANYTHING on this property without explicit permission.

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9
Q

Kurt Somerville & Kendra Chenkus
11 Seaver St.,
Wellesley

A 
Contract Total-$8,560.00
Garden visits per year- 9@5hr
Pets:                    
Children:                         
 Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No
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10
Q

Lisa Sydness
30 Greylock Rd.,
Wellesley.

A 
Contract Total-$18,152.00
Garden Visits per year-13
Pets:                    
Children:                         
 Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No

EVERY VISIT
Please don’t ever park on other side of street directly opposite her house – the neighbor gets very irritated!

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11
Q

Rob and Rusty Friel
16 Longmeadow Drive
Westwood

A 
Contract Total-$24,398.00
Garden Visits per year-15 @7.5
Pets:          Dog -        
Children:    Amy – works in town; second daughter just graduated from college & moved to Nashville                      
 Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No

EVERY VISIT
Maintain annuals in beds & pots.

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12
Q

Bruce & Janet Glazer
115 Chestnut St.,
Weston

A

Contract Total-$19,065.00
Garden Visits per year- 15 @6.5
EVERY VISIT
Please drain saucers under pots at entries as needed – we’re trying to prevent staining on the bluestone. Also check the pots at the pool wall & just let Laura know if too dry or too wet. Check that those drip lines are installed properly and haven’t been pulled out by accident by the mow the team.
GARDEN NOTES
Large miscanthus grasses do not get cut back in fall – they stay up until spring. Karl Foersters should only be cut if flattened – otherwise they can stay up too.
Keep an eye on the re-sprouting Miscanthus ‘Giganteus’ at the pool wall. It’s coming up through the calamagrostis and should be cut at the base whenever it reappears.

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13
Q

Steve & Robin Hauck
16 Strawberry Hill Rd.
Dover

A 
Contract Total-$17,536.00
Garden Visits per year- 15 @6.6hr
Pets:          Dog          
Children:   High school-ish                      
Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No
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14
Q

Steve and Beth Karlson
7 Adams Lane
Dover

A 
Contract Total-$50,308.00
Garden Visits per year-15 @17.5hr  
Pets:          Dog  
Children:                         
Housekeeper:                        
NWL Account Manager:       Laura  
2016 Contract Details:                    T&M?    No
PHC Client?                    Yes      
Organic?           No

EVERY VISIT
GARDEN NOTES
Boxwood parterre pruned by tree team.
Hedges at patio can be pruned by gardening – keep height just at windowsills.
Azalea hedges at front can be pruned by gardening.

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15
Q

Katie Rosenfield
23 Bogle street
Weston

A 
Contract Total-$10,907.00
Garden Visits per year-12 @6hr
Pets:              Dogs
Children:        
 Housekeeper: 
NWL Account Manager: Laura
2016 Contract Details:                    T&M? No
PHC Client?          Yes          
Organic?                 No

EVERY VISIT

GARDEN DETAILS
She likes her holly hedges kept VERY tidy. Prune them any time you feel they need it. Same for all shrubs around the foundation.

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Client Info (1 decks)

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