Client Success

Who is onboarding, who is active, who is leaving, who has left — and who needs help right now.

2 need attention
5
Onboarding
28
Active Client
0
Offboarding
0
Past Client
Onboarding pipeline
students currently onboarding, by the step they are on — in order, cancelled calls do not count
0
1 · Contract signed
0
2 · Form completed
1
3 · Onboarding call booked
4
4 · Onboarding call completed
0
5 · Onboarding confirmed
Needs attention
no progress for 3 days on a step, or a call more than 24h ago not marked held — clears itself when the record moves
StudentProgrammeStepWhyCloserIdle
Joseph Patterson
jpatterson1@example.com
Sourcing Desk x24 · Onboarding call completedCall held 3 days ago, onboarding not yet confirmedNate Ellis3d
Judy Watson
judy.watson@example.com
Flip Lab Core4 · Onboarding call completedCall held 5 days ago, onboarding not yet confirmedEthan Rhodes5d
All students
33 of 33 · newest activity first · rows needing attention are highlighted
NameEmailPhoneProgrammePlanOnboarding stepContract signedForm submittedOnboarding callCloserSetterWeekStatus
Joyce Ramosjoyce.ramos@example.net+1 (615) 555-8602Flip Lab CoreDone With You3 · Onboarding call booked
28 Sept, 14:34 PDT
Flip Lab Core — Enrolment Agreement
29 Sept, 07:03 PDT01 Oct, 12:00 PDTEthan Rhodes—1Onboarding
Gabriel Taylorgabriel67@example.org+1 (512) 555-9068Flip Lab StarterDone With You4 · Onboarding call completed
28 Sept, 16:03 PDT
Flip Lab Starter — Enrolment Agreement
28 Sept, 22:48 PDT30 Sept, 09:00 PDTNate EllisPriya Shah1Onboarding
Arthur Mitchellarthur.mitchell@example.com+1 (512) 555-8031Flip Lab StarterDone With You4 · Onboarding call completed
28 Sept, 14:42 PDT
Flip Lab Starter — Enrolment Agreement
28 Sept, 18:12 PDT29 Sept, 10:00 PDTOwen Pratt—1Onboarding
Joseph Pattersonjpatterson1@example.com+1 (832) 555-4642Sourcing Desk x2Done With You4 · Onboarding call completed
24 Sept, 10:19 PDT
Sourcing Desk x2 — Enrolment Agreement
24 Sept, 18:25 PDT27 Sept, 13:00 PDTNate Ellis—1Onboarding
Judy Watsonjudy.watson@example.com+1 (754) 555-0936Flip Lab CoreDone With You4 · Onboarding call completed
21 Sept, 12:21 PDT
Flip Lab Core — Enrolment Agreement
22 Sept, 03:29 PDT25 Sept, 10:00 PDTEthan Rhodes—2Onboarding
Charles Pattersoncharles.patterson@example.net+1 (704) 555-7806Flip Lab CoreDone With YouOnboarding confirmed
21 Sept, 14:39 PDT
Flip Lab Core — Enrolment Agreement
22 Sept, 04:56 PDT22 Sept, 07:00 PDTTheo Lindqvist—2Active Client
Kenneth Carterkenneth.carter@example.com+1 (404) 555-9711Flip Lab CoreDone With YouOnboarding confirmed
17 Sept, 20:44 PDT
Flip Lab Core — Enrolment Agreement
18 Sept, 14:03 PDT21 Sept, 14:00 PDTTheo Lindqvist—2Active Client
Kyle Bakerkyleb@example.com+1 (312) 555-9866Flip Lab StarterDone With YouOnboarding confirmed
16 Sept, 18:00 PDT
Flip Lab Starter — Enrolment Agreement
17 Sept, 12:21 PDT20 Sept, 14:00 PDTOwen Pratt—3Active Client
Elijah Hernandezelijah.hernandez@example.com+1 (704) 555-3407Flip Lab CoreDone With YouOnboarding confirmed
16 Sept, 10:12 PDT
Flip Lab Core — Enrolment Agreement
16 Sept, 15:32 PDT20 Sept, 11:00 PDTOwen Pratt—3Active Client
Shirley Cruzshirley75@example.org+1 (512) 555-0198Flip Lab CoreDone With YouOnboarding confirmed
17 Sept, 00:48 PDT
Flip Lab Core — Enrolment Agreement
17 Sept, 17:08 PDT20 Sept, 10:00 PDTNate Ellis—2Active Client
Darnell Wrightdarnell23@example.net+1 (919) 555-6720Flip Lab CoreDone With YouOnboarding confirmed
12 Sept, 11:46 PDT
Flip Lab Core — Enrolment Agreement
12 Sept, 19:24 PDT15 Sept, 12:00 PDTTheo LindqvistPriya Shah3Active Client
Jacob Martinezjmartinez@example.com+1 (469) 555-4153Flip Lab EliteDone For YouOnboarding confirmed
08 Sept, 20:00 PDT
Flip Lab Elite — Enrolment Agreement
08 Sept, 23:14 PDT09 Sept, 09:00 PDTEthan Rhodes—4Active Client
Russell Coxrussell74@example.org+1 (212) 555-9905Flip Lab CoreDone With YouOnboarding confirmed
04 Sept, 16:14 PDT
Flip Lab Core — Enrolment Agreement
04 Sept, 17:35 PDT07 Sept, 11:00 PDTOwen PrattFelix Navarro4Active Client
Carl Colemancarl.coleman@example.net+1 (602) 555-7021Sourcing Desk x2Done With YouOnboarding confirmed
26 Aug, 14:48 PDT
Sourcing Desk x2 — Enrolment Agreement
27 Aug, 05:12 PDT30 Aug, 14:00 PDTTheo LindqvistFelix Navarro6Active Client
Benjamin Kimbenjamink@example.net+1 (404) 555-4347Flip Lab CoreDone With YouOnboarding confirmed
21 Aug, 11:21 PDT
Flip Lab Core — Enrolment Agreement
21 Aug, 19:10 PDT23 Aug, 13:00 PDTEthan Rhodes—6Active Client
Russell Gibsonrussellg@example.com+1 (512) 555-5973Flip Lab CoreDone With YouOnboarding confirmed
21 Aug, 19:35 PDT
Flip Lab Core — Enrolment Agreement
21 Aug, 20:14 PDT22 Aug, 13:00 PDTTheo Lindqvist—6Active Client
Diane Murphydiane.murphy@example.com+1 (212) 555-3626Flip Lab CoreDone With YouOnboarding confirmed
21 Aug, 16:02 PDT
Flip Lab Core — Enrolment Agreement
22 Aug, 09:30 PDT22 Aug, 13:00 PDTTheo Lindqvist—6Active Client
Emily Bakeremily35@example.com+1 (602) 555-2096Flip Lab CoreDone With YouOnboarding confirmed
18 Aug, 10:33 PDT
Flip Lab Core — Enrolment Agreement
18 Aug, 22:49 PDT22 Aug, 11:00 PDTTheo Lindqvist—7Active Client
Eric Powelleric.powell@example.com+1 (786) 555-4314Flip Lab StarterDone With YouOnboarding confirmed
19 Aug, 04:59 PDT
Flip Lab Starter — Enrolment Agreement
19 Aug, 23:08 PDT22 Aug, 11:00 PDTTheo Lindqvist—7Active Client
Thomas Allenthomas32@example.org+1 (718) 555-4854Flip Lab StarterDone With YouOnboarding confirmed
18 Aug, 22:35 PDT
Flip Lab Starter — Enrolment Agreement
19 Aug, 03:06 PDT22 Aug, 14:00 PDTNate Ellis—7Active Client
Danielle Robinsondanielle.robinson@example.com+1 (727) 555-7660Flip Lab EliteDone For YouOnboarding confirmed
18 Aug, 11:32 PDT
Flip Lab Elite — Enrolment Agreement
19 Aug, 03:44 PDT20 Aug, 14:00 PDTEthan Rhodes—7Active Client
Christina Pattersonchristina.patterson@example.com+1 (713) 555-4933Flip Lab StarterDone With YouOnboarding confirmed
12 Aug, 13:05 PDT
Flip Lab Starter — Enrolment Agreement
12 Aug, 18:47 PDT16 Aug, 08:00 PDTOwen Pratt—8Active Client
Zachary Riverazacharyr@example.com+1 (786) 555-4762Flip Lab CoreDone With YouOnboarding confirmed
13 Aug, 19:09 PDT
Flip Lab Core — Enrolment Agreement
13 Aug, 22:09 PDT14 Aug, 07:00 PDTNate Ellis—7Active Client
Noah Pattersonnpatterson@example.net+1 (702) 555-5287Flip Lab CoreDone With YouOnboarding confirmed
13 Aug, 12:28 PDT
Flip Lab Core — Enrolment Agreement
13 Aug, 22:49 PDT14 Aug, 12:00 PDTOwen Pratt—7Active Client
Terry Greenterryg@example.net+1 (713) 555-8142Flip Lab CoreDone With YouOnboarding confirmed
10 Aug, 18:29 PDT
Flip Lab Core — Enrolment Agreement
11 Aug, 05:04 PDT11 Aug, 08:00 PDTOwen PrattFelix Navarro8Active Client
Edward Gonzalezegonzalez@example.net+1 (718) 555-4275Flip Lab StarterDone With YouOnboarding confirmed
16 Jul, 21:49 PDT
Flip Lab Starter — Enrolment Agreement
17 Jul, 04:13 PDT17 Jul, 10:00 PDTOwen Pratt—11Active Client
Christopher Williamschristopher.williams@example.com+1 (813) 555-6896Flip Lab CoreDone With YouOnboarding confirmed
09 Jul, 12:25 PDT
Flip Lab Core — Enrolment Agreement
09 Jul, 17:55 PDT12 Jul, 12:00 PDTOwen Pratt—12Active Client
Dennis Woodsdennisw@example.net+1 (786) 555-4554Flip Lab CoreDone With YouOnboarding confirmed
07 Jul, 16:03 PDT
Flip Lab Core — Enrolment Agreement
08 Jul, 10:03 PDT11 Jul, 09:00 PDTOwen Pratt—13Active Client
Christian Kingchristian.king@example.com+1 (813) 555-5775Flip Lab CoreDone With YouOnboarding confirmed
09 Jul, 15:50 PDT
Flip Lab Core — Enrolment Agreement
10 Jul, 03:53 PDT10 Jul, 10:00 PDTTheo Lindqvist—12Active Client
Pamela Powellpamela.powell@example.net+1 (704) 555-0719Flip Lab CoreDone With YouOnboarding confirmed
07 Jul, 13:29 PDT
Flip Lab Core — Enrolment Agreement
08 Jul, 05:10 PDT08 Jul, 12:00 PDTOwen Pratt—13Active Client
Dennis Robinsondennis.robinson@example.net+1 (786) 555-0129Flip Lab CoreDone With YouOnboarding confirmed
25 Jun, 15:35 PDT
Flip Lab Core — Enrolment Agreement
25 Jun, 19:41 PDT27 Jun, 11:00 PDTTheo Lindqvist—14Active Client
Megan Coxmegan.cox@example.net+1 (617) 555-9361Flip Lab EliteDone For YouOnboarding confirmed
24 Jun, 08:51 PDT
Flip Lab Elite — Enrolment Agreement
24 Jun, 10:00 PDT26 Jun, 07:00 PDTOwen Pratt—15Active Client
Emily Campbellemilyc@example.net+1 (213) 555-5592Flip Lab CoreDone With YouOnboarding confirmed
20 Jun, 15:04 PDT
Flip Lab Core — Enrolment Agreement
20 Jun, 19:12 PDT22 Jun, 13:00 PDTNate Ellis—15Active Client