Clients
3 liveEvery paid engagement sits in one onboarding column. The column decides the next step, so nothing depends on remembering it. Press Advance to move one along.
- Booked value
- $24,000
- Live engagements
- 3
- Waiting on intake
- 0
All bookings in the demo data
Anything not marked complete
Chased automatically at day three
Purchased
0- Empty
Intake sent
0- Empty
Intake complete
0- Empty
Kickoff booked
1- Georgina Ellis
Partnership Retainer
$3,000 · 5 months ago
Kickoff Aug 14, 2026
In delivery
2- Danielle Okafor
The Visibility Assessment
$4,500 · 3 months ago
Kickoff May 12, 2026
- Bianca Ortiz
The Opportunity Build
$12,000 · 6 months ago
Kickoff Mar 3, 2026
Complete
1- Tomas Iverson
The Visibility Assessment
$4,500 · 9 months ago
Kickoff Nov 9, 2025
Advancing a card writes the activity, moves the contact's onboarding status, and changes their next action. Marking the last step complete moves them to Past client, which is what puts them into the re-open track months later instead of being forgotten.