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Pipeline
Next best step
Book the first meeting
Turn the conversation into a proper discovery meeting: goals, family, what they hold today.
What they told us
No message or form answers came with this lead. Ask what prompted them to reach out.
Timeline
Came in via Contact form
From /who-we-help/women
11 Sept, 2:05 pm
Webinar follow-up (call)
done
2 Sept, 9:30 am