Tomas Iverson
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
Get back in touch and ask what has changed
Derived from stage and onboarding — nobody types this.
Activity timeline
Stage moved client → past_client
Stage ·
Tagged partner — refers inbound work
Tag ·
Booked the Visibility Audit — $4,500
Purchase ·
Stage moved qualified → client
Stage ·
Referred by Whitfield Legal
Form ·