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Pipeline
4
Active lead records in this workspace.
Interested
1
Leads closest to a scoped offer conversation.
Replied
1
Contacts that need a tighter next-step follow-up.
Closed
1
Conversions already ready for client onboarding.
Search and States
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Search by lead, business, service line, or status before planning the next follow-up.
| Lead | Service | Status | Next action |
|---|---|---|---|
Jessa Mercado Mercado Home Supply | Monthly bookkeeping starter | Interested | Send the bookkeeping starter scope and pricing summary. |
Ralph Dizon Dizon Creative Studio | Freelancer tax compliance | Replied | Share the freelancer compliance checklist and propose a 20-minute consult. |
Mika Torres Torres Events | Payroll and remittances | New | Send the first acknowledgment and qualification questions. |
Paolo Chua Chua Distribution | Tax compliance retainer | Closed | Transition into client onboarding and document collection. |
Jessa Mercado
Facebook inquiry - Mercado Home Supply
Asked for a cleaner monthly close flow and wants to compare bookkeeping with tax filing support.
Ralph Dizon
LinkedIn message - Dizon Creative Studio
Replied positively but needs a sample monthly checklist before booking a call.
Mika Torres
Referral from prior inquiry - Torres Events
Just entered the pipeline and has not received a first response yet.
Paolo Chua
Warm referral - Chua Distribution
Converted after reviewing the monthly compliance scope and onboarding timeline.