Tue 14 Jul 2026TM
Clients & Pipeline
Relationships worth protecting
Total clients
9
Delivering now
4
Weighted pipeline
£32,755
Hot relationships
4
| Client | Stage | Warmth | Value | Prob | Weighted | Expected close | Next action |
|---|---|---|---|---|---|---|---|
| MyDestiny Inc | Delivering | Hot | £6,800 | 90% | £6,120 | 30 Sep 2026 | Send monthly progress note |
| Sarah Garande | Proposal | Warm | £3,200 | 55% | £1,760 | 15 Aug 2026 | Confirm scope of coaching microsite |
| Tulia Group | Delivering | Hot | £9,500 | 85% | £8,075 | 1 Oct 2026 | Ship phase two design review |
| Mindem / Usha Oliver | Qualifying | Warm | £4,800 | 45% | £2,160 | 30 Aug 2026 | Convert discovery into paid retainer |
| Remit Hope | Delivering | Hot | £5,400 | 80% | £4,320 | 15 Sep 2026 | Publish impact case study |
| Bar Afrique | Proposal | Warm | £4,200 | 40% | £1,680 | 1 Sep 2026 | Send revised launch quote |
| Delta Philanthropies | Nurturing | Cool | £12,000 | 25% | £3,000 | 30 Nov 2026 | Reintroduce after new programme launch |
| Further Together | Delivering | Hot | £4,600 | 90% | £4,140 | 20 Aug 2026 | Handover analytics dashboard |
| Musha Healthcare | Discovery | Cool | £7,500 | 20% | £1,500 | 15 Dec 2026 | Send capability pack |