Welcome back, Ashley đź‘‹
Here's what your firm looks like today
Total Clients
5
Active this month
Monthly Revenue
$3,085
Across all plans
Closes Done
3
This cycle
Waiting on Client
2
Needs follow-up
Monthly Close Timeline
Today is April 17Questions to client
by the 5th
Financials sent
by the 10th
Client deadline
the 15th
April close cycle complete. May cycle begins May 1.
Close Status — April 2026
View all clients →| Client Name | Plan Type | AM | Close Status |
|---|---|---|---|
| Hinge Creative Co. | Monthly | Leah | Done |
| Dallas Therapy Collective | Monthly | Lindsey | Done |
| Laura Grubb Wellness | Quarterly | Stephanie | Waiting on Client |
| The Village Postnatal Retreat Center | TPP | Vicki | Waiting on Client |
| Luxe Beauty Social | Monthly | Christina | Done |