ClientFlow

Halcyon Wellness Studio

Jordan Pace · jordan@halcyonwellness.com · (512) 555-0173

Needs Review30-Day Premier Workshop SubscriptionStaff: Marcus WebbNext follow-up: 7/31/2026
Client summary
Business description
Boutique wellness studio offering recovery and mobility sessions.
What they need
Operational coaching to stabilize membership retention.
Current program
30-Day Premier Workshop Subscription
Current status
Needs Review
Internal decision
Pending review
Assigned staff
Marcus Webb
Created
7/23/2026
Open tasks & latest notes
Follow-up meetingScheduled

Due 7/31/2026 · Kickoff scheduling call.

Snapchat communication
Snapchat username
Last Snapchat contact
Communication summary
Follow-up needed
No
Staff member