Pipelines

every service has its own stages — one system underneath
single layout
Inquiry2
SRSammy Rodriguez
Gr 3 · "just failed third grade" · mom called
14 days old
PKPriya Kaur
Gr 6 · also benchmarking + tutoring
New1d
Consult Scheduled1
SRRodriguez family
Today 9:30a · Dr. Meyer · level selection
Today
Testing in Progress2
MJMarcus James
Session 2 of 3 · WISC-V Thursday
On track
DWDana Wu
Session 1 of 2 complete
On track
Awaiting Payment1
OPOwen Park
$275 benchmarking add-on · invoiced Jul 1
15d overdue
Closing Conference1
LNLily Nguyen
Aug 4 · 10:00a · consent form pending
Form pending
Complete5
OPOwen Park
Apr · 3-month check-in due now
follow-up queued
Automations run per stage. When a card sits in Inquiry longer than 48 hours, Katie gets a follow-up task. When a family hits Complete, a 3-month check-in email is queued automatically. Stages, rules, and timing are all editable — no developer needed.

Clickable mockup · dummy data only · each service (tutoring, camp, admissions) gets its own stage set