Clients
3 in progressEveryone who has paid you walks through the same six steps, and each card sits in the step it has reached. The step decides what happens next, so none of it is on your memory. Press Move on to walk one forward.
- Money booked
- $24,000
- Still in progress
- 3
- Waiting on answers
- 0
Everything sold so far in this demo
Anything that has not reached Finished
Chased for you automatically after three days
Paid
0- Nobody here
Questions sent
0- Nobody here
Answers back
0- Nobody here
First call booked
1- Georgina Ellis
Partnership Retainer
$3,000 · 5 months ago
First call Aug 15, 2026
Doing the work
2- Danielle Okafor
The Visibility Assessment
$4,500 · 3 months ago
First call May 13, 2026
- Bianca Ortiz
The Opportunity Build
$12,000 · 6 months ago
First call Mar 4, 2026
Finished
1- Tomas Iverson
The Visibility Assessment
$4,500 · 9 months ago
First call Nov 10, 2025
Moving a card on writes it to their history and changes what the system tells you to do next. Marking the last step finished turns them into a past client, which is what brings them back to you months later instead of being quietly forgotten.