LeadFlow
S

Good morning, Sophie

Your pipeline, beautifully organized.

Today's Focus

Three small wins. That's the whole list.

Overdue3
Today's Calls0

All clear ✨

Hot & Waiting3
Follow-Ups Today
7
Hot Leads
3
Calls Scheduled
1
Awaiting Response
2
New This Week
0
Clients
1

Pipeline

Drag cards between stages · 9 leads

New Lead

1

Bloom & Co.

Sophie Tan

Inquiring about social management for spring launch.

Inbound Overdue
20661d ago
→ Send welcome email

Contacted

1

Honey & Hive

Marcus Bell

Sent personalized DM. Open rate confirmed.

Cold outreach Overdue
20660d ago
→ Wait for reply, then nudge Friday

Follow-Up

1

Northwind Studio

Priya Shah

Ghosted after intro call, gentle nudge.

Referral Overdue
20663d ago
→ Follow up — overdue

Interested

1

Maison Olive

Camille Laurent

Loved the brand audit. Wants monthly content + email.

RetainerHigh budget Overdue
20662d ago
→ Send proposal today

Call Scheduled

1

Atelier Mira

Isabelle Roux

Booked 30-min call. Wants help with launch positioning.

VIPEU Overdue
20662d ago
→ Discovery call · 2:00pm

Proposal Sent

1

Verdant Skin

Naomi Park

Sent $4.5k/mo proposal. Decision by Friday.

HotRetainer Overdue
20660d ago
→ Check proposal status Tuesday

Client

1

Lumière Co.

Elena Marchetti

Onboarded Q1. Renewal in 60 days.

Active client
—
→ Schedule monthly review

Long-Term Nurture

1

Slate & Sage

Olivia Greene

Not ready until Q3.

Long-term Overdue
20648d ago
→ Quarterly check-in

Closed / Lost

1

Nordic Bowl

Anders Holm

Went with in-house hire.

Budget mismatch
—
→ —

Analytics · this month

A gentle look at the numbers

Total Leads
9
all time
Conversion Rate
11%
leads → clients
Follow-Up Done
72%
this week
Monthly Growth
+18%
vs. last mo.
Active Clients
1
ongoing
Closed Lost
1
revisit Q3