🧩 Prototype for internal team visualization only — not a final flow or concept. All data shown is illustrative/example, imagining what our operations could look like and how each piece connects end to end.

Clients

every client's current position across Onboarding, Usage Followup, and Exit

3 clients
GIS

Greenwood International School

Stalled 6 days — no activity on "Data Collection"

Onboarding Pipeline Data Collection Priya Shrestha View →
OR

Oak Ridge School

Churn risk — usage dropping, health score falling

Usage Followup Pipeline 6-Month Health Review Rabin B. View →
SA

Summit Academy

Discount offer sent — awaiting decision

Exit Pipeline Retention Attempt Anish Rai View →