Lemon Labs/Simulations/Client Hub
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Interactive Simulation · Boutique Consultancy Build

Client Hub

A relationship and project tracker built for a firm that had outgrown HubSpot — pipeline, retainers, tasks, notes, and billing stitched into one operating picture instead of five disconnected tools.

Active Clients
4
7 total
Monthly Revenue
$36.4K
+14% vs last month
Pipeline
$186K
4 open proposals
At Risk
3
needs owner action
Avg Response
2.1h
Target < 4h
Utilization
78%
Team of 4
Pipeline Board
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
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 This Month
  • 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