Overview
Leads
Research queue — prospects not yet in an active build. Sorted by close score.
| Business | Score | Priority | Website | Demo Site | Contact | Next Step | Due | Details |
|---|
Pipeline
Active builds — Staging → Demo → Production. Leads tracked separately above.
Stalled Leads
Paused — e.g. their current real site outperforms our demo. Not counted in active pipeline value. Reactivate from the client drawer.
| Business | Demo Site | Reason | Last Updated | Reactivate | Details |
|---|
Council Review
CD · CS · LBC must all show PASS before a demo merge.
| Client | Creative Director | Conversion Strategist | Local Business Consultant | Gate | Details |
|---|
Action Items
Open tasks across every active job.
Retainer Clients
Production clients on an active retainer plan. $899 cleared before appearing here.
| Business | Niche | Retainer Plan | Updated |
|---|