Exploring: Consulting Agency

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Consulting Agency

Design example only. Your website will be fully custom-built around your brand and free from template limitations.

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Client Management

Manage your clients and their payments

Total Clients

18

Paid

10

Pending

3

Upcoming

2

Late

2

Not Needed

1

Client	Contact	Course	Status	Label	Paid/Owed
Vanessa Okafor vanessa@okaforhealth.com	vanessa@okaforhealth.com +1 (617) 555-0101	Advisory Retainer	Paid	Vip	$60,000
James Whitfield james@whitfieldmfg.com	james@whitfieldmfg.com +1 (617) 555-0102	Operations Engagement	Paid	Vip	$25,000
Clara Reinholt clara@reinholtgroup.com	clara@reinholtgroup.com +1 (617) 555-0103	Strategic Planning	Paid	Regular	$8,000
David Liang david@liangcapital.com	david@liangcapital.com +1 (617) 555-0104	M&A Due Diligence	Pending	New	$0 $15,000 owed
Aisha Mensah aisha@kineticlogistics.com	aisha@kineticlogistics.com +1 (617) 555-0105	Operations Engagement	Upcoming	New	$0 $25,000 owed
Patrick Dunn patrick@dunnsaas.com	patrick@dunnsaas.com +1 (617) 555-0106	Advisory Retainer	Paid	Vip	$45,000
Nina Solberg nina@solbergretail.com	nina@solbergretail.com +1 (617) 555-0107	Growth Strategy	Late	At Risk	$12,500 $12,500 owed
Ravi Kapoor ravi@kapoortech.com	ravi@kapoortech.com +1 (617) 555-0108	Strategic Planning	Paid	Regular	$8,000