Tomas Iverson

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Everything known about one person on one screen: how they arrived, every touch since, what they receive and why, and the single next action.

Tomas Iverson

Iverson Financial Group · tomas@iversonfg.com

Mrs. Brand Advisor

Next action

Re-open — ask what changed since

Derived from stage and onboarding — nobody types this.

Activity timeline

  1. Stage moved client → past_client

    Stage ·

  2. Tagged partner — refers inbound work

    Tag ·

  3. Booked the Visibility Audit — $4,500

    Purchase ·

  4. Stage moved qualified → client

    Stage ·

  5. Referred by Whitfield Legal

    Form ·