Total Clients
8
+2 this month
Active Retainers
$21.5k
MRR
Avg Health Score
72
Across 6 active
Clients Flagged
2
Action needed
All Clients
6 Active
2 Onboarding
| Client | Industry | Retainer | Stage | Health Score | Status | Last Activity | Actions |
|---|---|---|---|---|---|---|---|
|
BA
Bay Area HVAC San Jose, CA |
HVAC | $5,000/mo | S7 Optimization | 81 |
Healthy |
2h ago | |
|
LL
Limo Los Gatos Los Gatos, CA |
Transport | $1,500/mo | S7 Optimization | 94 |
Healthy |
4h ago | |
|
RR
Reyes Roofing Oakland, CA |
Roofing | $2,500/mo | S6 Launch | 42 |
Flagged |
1d ago | |
|
BD
Bay Dental San Francisco, CA |
Dental | $3,000/mo | S5 QA | 67 |
Warning |
2d ago | |
|
KE
Kim Electric San Jose, CA |
Electrical | $2,000/mo | S3 Onboarding | — | In Progress |
3d ago | |
|
GL
Grant Law Group Palo Alto, CA |
Legal | $4,000/mo | S8 Proving ROI | 88 |
Healthy |
1w ago | |
|
BD
Brooks Dental Sunnyvale, CA |
Dental | $3,500/mo | S2 Closing | — | Pending |
3d ago | |
|
FR
Fuentes Roofing San Jose, CA |
Roofing | $2,000/mo | S1 Acquisition | — | Pending |
5d ago |