Relationships, not spreadsheets
Contacts
Contacts, opportunities, follow-ups and the complete client timeline.
Active contacts—CRM
Follow-ups due—Needs action
Open pipeline—Potential value
Won revenue—Recorded opportunities
| Contact | Stage | RFM | Source | Tags | Next follow-up |
|---|
One public hub
Link in Bio
Publish a mini page with every course, event, retreat and coaching offer.
CRM contact
Contact
Sales pipeline