WELCOME BACK, MAX LIFE TEAM
Max Life Client Path
From education to opportunity. See every relationship. Know every next step.
Thursday, September 3, 2026
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Workshop Attendees
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Surveys Completed
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Awaiting Trainer
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1-on-1s Scheduled
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Needs Analysis
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New Clients
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Follow-Ups
The Client Path
Click any stage to see who is there right now.
Needs Your Attention
5 Prospects Need a Trainer
Assign Trainers0 One-on-Ones Need Scheduling
Schedule Meetings3 Needs Analyses Pending
Review Analysis3 Follow-Ups Due
View Follow-UpsRecent Activity
- Michael Johnson completed his survey.10h ago
- Ashley Williams attended the Saturday Workshop.12h ago
- David Carter scheduled a 1-on-1.1d ago
- Angela Brooks became a new client.1d ago
- Marcus Reed entered follow-up.2d ago
- Nicole Thompson was assigned to Jennifer Williams.2d ago