LeadsOpen Clients
Status
client
Owned by Manalee Verneker
Pipeline
Next best step
They're a client now
Make sure onboarding is complete and the first review is booked.
What they told us
No message or form answers came with this lead. Ask what prompted them to reach out.
Timeline
Quarterly review (video)
Scheduled
9 Oct, 10:30 am
Retirement review (video)
Scheduled
15 Sept, 10:00 am
Came in via Booked a consultation
From /retirement-planning
30 Aug, 8:15 am