DDKT — CRM — Lead Pipeline

Refreshed Apr 20, 2026 at 02:41 PM · next auto-refresh at 4:00 PM ET
Command CenterProductivityNumbersClientsTrainersCRMPartnerships
Source of truth: editable Google Sheet in Drive · this page is the visualization layer · auto-refreshes 6 AM + 4 PM ET
Edit in Sheets →
Total leads
7
Converted
3
In funnel
1
Overdue follow-ups
0

Pipeline funnel

Lead source mix

Overdue follow-ups — work these first

LeadStageActionOwnerDays overdue
No overdue follow-ups. Nice.

All leads

LeadStageSourceTrainerNext actionNext dateOwnerNotes
Jessica Berger
jbberger7@gmail.com		 Cold Word of Mouth Classes Send rebrand email 2026-04-25 Kate Can't afford private; tried 3/25 class
Meghan McCarthy
mdmccarthy12@gmail.com		 Contacted Social Media — Send pricing reminder 2026-04-26 Kate Sent packages; no response
Kim McCarthy
kimlauramccarthy@gmail.com		 Cold Social Media — Happy-new-year re-engage 2026-05-01 Kate Cancelled call; rebook 5/13
Emily Mueller
emilymueller35@gmail.com		 Converted Social Media Abby Renewal check-in 2026-05-15 Abby Trains with Abby
Jae Ellis
jaedynellis@gmail.com		 Converted Word of Mouth Maisy Q2 check-in 2026-06-01 Maisy Trains with Maisy
Cristina Lio
lio.cristina@gmail.com		 Converted Social Media Kate Already VIP 2026-06-01 Kate Active — 10-pack $225 tier
Allegra Mango
allegrajmango@gmail.com		 Declined Social Media — — Kate Declined — Brooklyn geography
How this works: the Google Sheet in 03_Operations is the editable source of truth — add new leads there from any device. This page rebuilds twice daily (6 AM + 4 PM ET) reading from the Sheet, plus on manual trigger when you ask me to refresh. When auto-detection finds new leads in Gmail or Calendar, they'll appear at the top as "Suggested additions" with one-click links to add them to the Sheet.