Bianca Ortiz
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
Referred Danielle Okafor
Tag ·
Completed the client intake form
Intake ·
Booked the Opportunity Build — $12,000
Purchase ·
Stage moved engaged → client
Stage ·
Submitted "Tell Me About Your Business"
Form ·
Attended the first Get In the Room™ dinner
Event ·
Client intake
- What winning looks like in 90 days
- Turn the treatment room waitlist into a product other businesses can resell.
- What is in the way
- No written offer. Every partner conversation restarts from nothing.
- What already exists and is not being used
- Four spas who have asked to stock the line, unanswered since March.
- Timing and constraints
- 90 days, aligned to the autumn retail cycle.
Events
- Attended
Get In the Room™: Spring Salon
Ellis & Ivy, Westside · May 12, 2026