My pipeline
Wednesday 15 October, 21:16. Every number is counted from what happened.
Needs you now
Sunita Mehta is comparing Standard and Comprehensive right now
Her first visit since the presentation, on her phone. She asked a question an hour ago that is waiting for you.
Pipeline
Families and value by stageConsultation held
3
$214,000
Proposal drafted
1
$30,210
Sent
2
$62,400
Opened
2
$58,900
Decision due
1
$37,500
Follow-ups due
Suggested next actions- Vikram MehtaWhy: Pricing open now; a question waitingAnswer Sunita's question, then call
- Lakshmi IyerWhy: Only the mother has opened the planOffer a second presentation for Mr Iyer
- Kapoor familyWhy: Board exams this week; they asked to talk afterWait until Thursday
My month
Consultations held
21
Show rate 86%
Consultation to presentation
1.6 days
Median; target within 2 days
Proposals sent
17
Accepted
5
$168,000 of $240,000 target