Client Pipeline

Consulting Engagements

Track active deals, stages, and next actions at a glance.

Outreach Attribution

Prospect Engagement

Which outreach emails drove visits — and which converted into a contact form submission.

Known prospects: — Visited: — Converted: — Unattributed visits: —
Prospect Visits Converted First Seen Notes
AI Readiness

Assessment Completers

Prospects who finished the /ai-readiness assessment — sorted newest-first. Click a row for capture source.

Completers: — Explorer: — Adopter: — Leader: —
Name Tier Score Completed Email Source
Services-page CTA

Variant Decision

Which call-to-action copy drives the most qualified leads — and which is now the default for new visitors on /services.

Default: — Method: — Lift: —
Variant Leads Qualified Conv. rate Lift vs A Copy
Decided Winner Method Lift Evidence
Client Service Stage Deal Value Contact Last Contact Next Action
Lead 0
Proposal 0
Active 0
Complete 0