Dashboard
Everything moving through intake, programs, monitoring and contracts today.
New Intakes
1
Needs Review
1
Forms Sent
2
Active Clients
2
Monitoring Due
2
Contracts Pending
3
Completed This Month
1
Archived Clients
2
Monitoring item created
Grant compliance check scheduled for this week.
Alicia Monroe · 7/25/2026
Intake received
New intake submitted through Google Form.
System · 7/27/2026
Form sent
30-Day Premier Workshop Form emailed to Jordan Pace.
Marcus Webb · 7/28/2026
Terms drafted
Title sponsorship terms proposed at $40,000.
Alicia Monroe · 7/26/2026
Contract status changed
Service agreement moved to Internal Review.
Derrick Hale · 7/24/2026
Note added
Client confirmed third location opening in the fall.
Priya Raman · 7/23/2026
Northside Bakehouse
MonitoringGrant · Alicia Monroe
Vertex Logistics Group
Contract PendingCommercial Property · Derrick Hale
Halcyon Wellness Studio
Needs Review30-Day Premier Workshop Subscription · Marcus Webb
Riverbend Bank
Terms ProposedSponsorship · Alicia Monroe
Maple & Co. Events
New IntakeEvent Planning · Derrick Hale