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Interactive simulation · Boutique consultancy build

Good morning, Amelia.

A relationship and project tracker built for a firm that outgrew HubSpot — pipeline, retainers, tasks, notes, and billing stitched into a single operating picture.

Active clients
4
7 total
Monthly revenue
$36.4K
+14% MoM
Open pipeline
$186K
4 proposals
At risk
3
Needs action

Pipeline board

7 accounts
Discovery1
  • Ives & Column
    Dan Ives
    —SM
Proposal1
  • Holloway & Partners
    Marcus Holloway
    —JN
Active2
  • Northbank Advisory
    Elena Voss
    $8,400/moAR
  • Meridian Craft Co.
    Sana Alvi
    $6,200/moJN
Retainer2
  • Cedarline Group
    Priya Kaur
    $12,000/moAR
  • Barrow & Finch Legal
    Nina Finch
    $9,800/moAR
On Hold1
  • Fairhaven Ceramics
    Owen Reed
    —SM

Revenue · 12 months

+14% MoM
NovMayOct

Team tasks

  • Send updated SOW to Holloway & Partners
    CL-041 · JN · Today
  • Prep Q1 roadmap deck for Northbank board
    CL-042 · AR · Thu
  • ✓
    Review Cedarline retainer renewal terms
    CL-040 · AR · Mon
  • Meridian — follow-up on stalled research
    CL-038 · JN · Overdue 3d
  • Book intro call with Ives & Column
    CL-039 · SM · Mon 11a

Billing

Jan
  • INV-0251
    Northbank
    $8,400
    SENT
  • INV-0250
    Cedarline
    $12,000
    PAID
  • INV-0249
    Barrow & Finch
    $9,800
    PAID
  • INV-0248
    Meridian
    $6,200
    OVERDUE