The Upper Notch
Onboarding Pipeline
One connected coach view for leads, consultations, movement screenings, next actions, and sign-up readiness.
Profiles
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Connected people in onboarding
Follow-Ups Due
0
Need your attention now
Incomplete
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Missing at least one step
Signed Up
0
Won / ready to start
Pipeline Board
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New Lead
New enquiry or record to qualify.
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Contacted
Conversation started, needs next step.
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Consult Booked
Consult is booked or ready to run.
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Needs Analysis Done
Consultation form saved.
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Screening Done
Movement screen is on file.
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Offer Made
Plan/proposal sent or decision pending.
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Signed Up
Won or ready to start.
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