Active Clients
148
▲ 12 this month
Open Follow-ups
9
3 overdue · 6 this week
Forms Awaiting Families
14
across 11 households
SRC Revenue — July
$18,420
▲ 22% vs June
- Overdue · 4dElena Rodriguez — testing inquiry going cold2 weeks since her inquiry about Sammy (Gr 3). No consult booked yet.
- Due todayThe Parkers — post-testing check-in3 months since Owen finished testing. Send the "how's it going?" email.
- Due FriLily Nguyen — Testing Consent unsignedSent to Mai Nguyen 3 days ago. Closing conference is Aug 4.
- Overdue · 15dOwen Park — benchmarking invoice$275 outstanding since July 1.
- Due MonMaya Thompson — camp health form missingSession 2 starts July 28. Grace hasn't opened the form email.
Pipelines at a Glance
Open pipelinesToday's Schedule
- 9:30aTesting consult — Rodriguez familyDr. Meyer · Conference room
- 1:00pCamp staffing check-inwith counselor leads
- 3:30pTutoring — Lily Nguyen w/ Ms. HarperRoom 4 · session 15 of 20
Recent Activity
Full log- Ms. Harper logged a tutoring session for Lily Nguyen"Worked on multisyllabic decoding — big win on the fluency passage."Today · 3:58 pm
- Camp registration received — Theo Brandt (Gr 4)Auto-tagged camp-2026 · deposit paid · 3 forms assignedToday · 11:12 am
- Inquiry form submitted — Priya Kaur (Gr 6)Interested in benchmarking + tutoring · routed to KatieYesterday · 7:41 pm
- $680 tutoring payment — Nguyen familyJune invoice · 8 sessions · Authorize.netJul 14
Thursday
16
July, 2026
Schedule
- 9:30aTesting consult — RodriguezDr. Meyer · Conference room
- 1:00pCamp staffing check-incounselor leads
- 3:30pTutoring — Lily NguyenMs. Harper · Room 4
- 4:30pCall block — follow-ups3 queued below
Overdue — 3
- Elena Rodriguez — testing inquiry going cold2 weeks since inquiry about Sammy (Gr 3). Consult is this morning — confirm she's coming.
- Owen Park — benchmarking invoice$275 outstanding since July 1.
- Bramble family — tour no-show follow-upMissed Tuesday's tour. Offer the July 24 open house.
Today — 2
- The Parkers — post-testing check-in3 months since Owen finished. Template: "How's your kid doing?"
- Lily Nguyen — Testing Consent unsignedSent to Mai 3 days ago · closing conference Aug 4.
This Week — 4
- MonMaya Thompson — camp health formSession 2 starts July 28.
- FriCamp week-4 progress notes — 6 counselorsAuto-reminder goes out Friday 8am.
- FriPriya Kaur — new benchmarking inquirySubmitted last night · first touch within 48h.
- SatCamp waitlist — August availability blast50 families tagged camp-waitlist-2026.
This Month
New inquiries19
Consults booked11
Camp check-ins85
Revenue MTD$18.4k
Waiting on Families
14Testing ConsentNguyen — sent 3d ago
Camp Health FormThompson — sent 6d ago
Media ReleaseBrandt — sent today
Tutoring AgreementKaur — completed 9:02a
148Active
clients
clients
19Inquiries
this month
this month
9Open
follow-ups
follow-ups
14Forms
awaiting
awaiting
$18,420SRC revenue
July MTD
July MTD
New Inquiries3
Testing2
Tutoring26
Summer Camp85
Follow-up Reminders
9- Elena Rodriguez — inquiry going cold2 weeks · consult this morning, confirm attendance
- The Parkers — post-testing check-in3 months since Owen finished testing
- Lily Nguyen — Testing ConsentSent 3d ago · conference Aug 4
Recent Activity
- Tutoring session logged — Lily NguyenToday · 3:58 pm
- Camp registration — Theo BrandtToday · 11:12 am
- New inquiry — Priya Kaur (Gr 6)Yesterday
- $680 payment — Nguyen familyJul 14
Clickable mockup · dummy data only · switch layouts with the A / B / C toggle above