Danielle Okafor
Everything known about one person on one screen: how they arrived, every touch since, what they receive and why, and the single next action.
Next action
Deliver the current milestone
Derived from stage and onboarding — nobody types this.
Activity timeline
Kickoff held — moved into delivery
Tag ·
Completed the client intake form
Intake ·
Booked the Visibility Audit — $4,500
Purchase ·
Stage moved qualified → client
Stage ·
Stage moved lead → qualified
Stage ·
Referred by Bianca Ortiz
Form ·
Client intake
- What winning looks like in 90 days
- Two more corporate wellness contracts before the end of the year.
- What is in the way
- Every referral comes from Bianca. If she went quiet, so would the pipeline.
- What already exists and is not being used
- A 900-person list from a workshop series that has never been mailed.
- Timing and constraints
- Wants the first partner conversation inside six weeks.