Client Acquisition Pipeline

Track prospective and new clients through the onboarding process.

Lead0

No clients in this stage.

Initial Inquiry0

No clients in this stage.

Consultation Scheduled0

No clients in this stage.

Proposal Sent0

No clients in this stage.

Contract Signed0

No clients in this stage.

Onboarding0

No clients in this stage.

Active Client0

No clients in this stage.

Lost0

No clients in this stage.