Client Path
Every relationship, every stage, one clear view.
The Client Path
Click any stage to see who is there right now.
Workshop
1Workshop
Free Education
2Free Education
Survey
2Survey
Trainer
5- Michael JohnsonUnassigned
- Ashley WilliamsUnassigned
- Jessica MartinezUnassigned
- Kevin WhiteUnassigned
- Jason YoungUnassigned
Trainer
1-on-1
31-on-1
Needs Analysis
3Needs Analysis
Client / Sale
3Client / Sale
Follow-Up
3Follow-Up