Total Prospects
47
↑ 8 this month
Appts Set
12
↑ 4 this month
Webinar Reach
284
↑ 64 vs last month
Conversion Rate
18%
↑ 3% vs last month
Active Campaigns
Your running and upcoming sequences
Campaign
Date
Reach
Status
Retirement Income Webinar
Webinar · 5-email sequence
Apr 15
142 invited
● Live
Medicare Made Simple
E-book · LinkedIn funnel
Ongoing
89 leads
● Live
Business Owner Exit Planning
Seminar · May 2
May 2
53 invited
◷ Scheduled
5 Retirement Mistakes
Webinar · Draft
—
—
Draft
Today's Actions
2 of 5 completed
✓
Post LinkedIn content on retirement income
✓
Send webinar reminder to April 15 registrants
Call Robert Chen — attended last webinar
Call Sandra Williams — referral from Tom B.
Follow up: e-book download from LinkedIn (4 leads)
Prospect Pipeline
47 total prospects across all stages
New Leads
14
Sandra Williams
Referred by Tom B. · Age 58
Referral
David Park
Downloaded Medicare e-book
Maria Santos
Webinar registrant · Apr 15
Webinar
In Contact
18
Robert Chen
Attended webinar · 4 touches
Webinar
Patricia Moore
Email sequence — day 8
James Okafor
Business owner · 3 touches
Cold
Appt Scheduled
9
Helen Burke
Meeting Apr 10 · 2:00 PM
Referral
Frank Nguyen
Meeting Apr 12 · 10:00 AM
Webinar
Became Client
6
Carol Jensen
Closed Apr 1 · $450K AUM
Webinar
Michael Torres
Closed Mar 22 · $280K AUM
Referral
Upcoming Events
Your next 3 scheduled events
APR
15
Retirement Income Webinar
MAY
2
Business Owner Exit Planning
MAY
20
Social Security Strategies
Content Studio
Recent and suggested content
Medicare Made Simple — E-book
View →
LinkedIn Post — Retirement tips
Stats →
AI Suggestion: Create "5 Mistakes" E-book
Create →
April Newsletter Draft
Review →