Clients
One master profile per client, across every program they touch.
| Client / Business | Contact | Program | Status | Staff | Last activity | Next follow-up | Source | Actions |
|---|---|---|---|---|---|---|---|---|
| Northside Bakehouse | Tasha Cole tasha@northsidebakehouse.com | Grant | Monitoring | Alicia Monroe | 7/25/2026 | 8/1/2026 | Google Form | View |
| Vertex Logistics Group | Andre Willis andre@vertexlogistics.co | Commercial Property | Contract Pending | Derrick Hale | 7/27/2026 | 7/30/2026 | Wix Form | View |
| Lumen Coffee Co. | Priscilla Vega hello@lumencoffee.com | Brand Awareness Subscription | Active | Priya Raman | 7/23/2026 | 8/7/2026 | Referral | View |
| Halcyon Wellness Studio | Jordan Pace jordan@halcyonwellness.com | 30-Day Premier Workshop Subscription | Needs Review | Marcus Webb | 7/28/2026 | 7/31/2026 | Website | View |
| Riverbend Bank | Denise Faulkner dfaulkner@riverbendbank.com | Sponsorship | Terms Proposed | Alicia Monroe | 7/26/2026 | 8/3/2026 | Partner Outreach | View |
| Maple & Co. Events | Renee Ortiz renee@mapleandco.events | Event Planning | New Intake | Derrick Hale | 7/27/2026 | 7/29/2026 | Google Form | View |
| Bright Path Tutoring | Samuel Adeyemi sam@brightpathtutoring.org | Interest | Waitlisted | Priya Raman | 7/21/2026 | 8/12/2026 | Wix Form | View |
| Ironclad Fabrication | Whitney Boyd whitney@ironcladfab.com | Grant | Completed | Marcus Webb | 7/17/2026 | — | Referral | View |