Week of Oct 5

Overview

Active clients

4

T1: 1 · T2: 1 · T3: 1 · T4: 1

Monthly recurring

$11,500

Advisory, all tiers

Shift Sessions

3

This month · $3,000

Renewals coming up

2

Next 60 days

Needs attention

6 items

  • Message waiting 26 hours

    Bloom Wellness Collective · Heather

    Reply

  • Message waiting 23 hours

    North Studio Design · Heather

    Reply

  • Six-Month Review overdue

    North Studio Design · Heather

    Open

  • Anchor Session to schedule

    Cedar & Co. Builders · Heather

    Schedule

  • Specialist request: Ashley, Systems

    Sun Scribe Creative · Heather

    Approve

  • Submission for review: Q4 service line numbers

    Bloom Wellness Collective · Heather

    Review

This week

  • MON

    5

    North Studio · Month 6 Progress Session

    Heather · 10:00 am

  • TUE

    6

    Shift Session · Lena Park

    Heather · 1:00 pm

    Shift

  • WED

    7

    Bloom Wellness · Block Progress Session

    Heather · 1:00 pm

  • THU

    8

    Sun Scribe Creative · Month 3 Progress Session

    Heather · 2:00 pm

  • FRI

    9

    Advisor case review

    All advisors · 11:00 am

    Case review

Heather also advises her own caseload. Open my clients