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CRM
Contacts
Contacts
*Full Name
*Email
Client Address
Gender
*Client Status
Organization
*Client Sessions
*Coaching Notes
Client Rate
Client Session Duration
*Lead gen source
*Coaching agreement status
*Send agreement
*Coaching agreement
Offered blocked bookings?
Session preferences
Other notes
Date of first contact
*Date of last contact
# of Sessions
Customer Lifetime Value
Relationship duration
*Last contact prompt
*Timezone/Location
*Notes GDoc ID
Mikee Mercado
Active Client
July 7, 2023, 17:00:00-Mikee Mercado
500
1.5
7/4/2023, 3:45 PM
8/3/2023, 11:57 PM
1
$500.00
30 days 8 hrs 11 mins 51 secs ago
false
Mikee Mercado
Potential Client
7/18/2023, 11:54 PM
8/3/2023, 11:57 PM
0
$0.00
16 days 2 mins 45 secs ago
false
Test
Test Street 1001
Male
Free Client
Test
June 12, 2023, 14:18:23-Test
500
1.5
TBCT
Signed
No
None
Other notes
6/12/2023, 1:40 PM
9/6/2023, 6:43 PM
1
$500.00
86 days 5 hrs 3 mins 35 secs ago
false
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Contact Sign-up Form
*Full Name
*Email
Client Address
Gender
*Lead gen source
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Reports
Client Retention
Gender Breakdown
Gender Breakdown of Client Retention
Timezone/Location Breakdown
Pay Rate Breakdown of Current and Former Clients
Client Source
Revenue Stream Source
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