Good evening 👋

Saturday, July 11, 2026
0/3
Daily
Tasks
0/6
Weekly
Tasks
0
Reminders
Active
🔍 Search clients, tasks, notes… Ctrl K
🔔
0
⚠️ TODO: Follow up on the quarterly client success report.

Check-ins to review

Confirm everyone overdue this week got their follow-up.

⚠
3
At-risk clients
⟳
40
Active accounts
$
0
Renewals this wk
✓
6
Check-ins done

Client Files · Needs attention

View all →
AR
Alaric Ravensworth Onboarding
Day 12 of 30 · last call Jun 7 · welcome plan sent, awaiting reply
Due today
CV
Corwin Vandermeer Renewal due
Term ends Jun 18 · renewal window open · 2 missed sessions
6 days
TM
Thessaly Marlowe Check-in
No touch in 21 days · engagement dipping · active member
Overdue
BA
Bramwell Ashcombe Expansion
Asked about the premium tier · strong satisfaction · upsell candidate
Warm

Week Summarydata as of 5:59pm

67%week score
Meetings (done/wk)32/32
Hours (done/wk)33.0/33.0
Emails sent8
Churn saved0

Recent Meetings

All →
MS
Marguerite Sorensdal
Check-in Call
Jul 11
AG
Anneke Grimsby
Strategy Review
Jul 05
FD
Fiona Delacroix
Check-in Call
Jul 03
MS
Marguerite Sorensdal
Renewal Call
Jul 03

Upcoming Check-ins

All →
PK
Petra Kastellan
Check-in
Sun Jul 12
YF
Yara Fairweather
Check-in
Tue Jul 14
LE
Leander Emberly
Check-in
Wed Jul 15
AG
Anneke Grimsby
Check-in
Wed Jul 15

Daily 0/3 · Weekly 0/6, single-source counts from data.py

📅 Daily Tasks

Today 0/3 done

TaskSun
Jul 05
Mon
Jul 06
Tue
Jul 07
Wed
Jul 08
Thu
Jul 09
Fri
Jul 10
Sat
Jul 11
TODAY
📧 Daily Client Emails
📬 Inbox Review & Replies
📝 Send Meeting Summaries

📆 Weekly Tasks

This week 0/6 done

TaskSun
Jul 05
Mon
Jul 06
Tue
Jul 07
Wed
Jul 08
Thu
Jul 09
Fri
Jul 10
Sat
Jul 11
TODAY
📜 Log Call Notes0/2 2x/wk
—
—
—
—
—
📅 Check-In Drafts (From Queue)0/1 1x/wk
📋 Update Onboarding TrackerTue & Fri
—
—
—
—
—
🎙️ Client Office HoursTue & Thu
—
—
—
—
—
🩺 Weekly Account Health Review0/1 1x/wk
📊 Quarterly Client Success ReportJul 11
—
—
—
—
—
—

🔧 As Needed

Run any time • no weekly target

TaskSun
Jul 05
Mon
Jul 06
Tue
Jul 07
Wed
Jul 08
Thu
Jul 09
Fri
Jul 10
Sat
Jul 11
TODAY
🤝 Past Client Outreachas needed
✍️ Check-In Draft (Manual)as needed
🔁 Renewal Prep Outreachas needed

Upcoming Check-ins (12)

Draft today's check-ins

Generate personalized outreach for everyone due this week.

Petra Kastellanpetra.kastellan@nwfg-capital.com
2026-07-12THIS WEEK
Yara Fairweatheryara.fairweather@nwfg-capital.com
2026-07-14
Leander Emberlyleander.emberly@nwfg-capital.com
2026-07-15
Anneke Grimsbyanneke.grimsby@nwfg-capital.com
2026-07-15
Tobias Sablewoodtobias.sablewood@clientmail.example
2026-07-18
Rutger Fenwickrutger.fenwick@nwfg-capital.com
2026-07-19
Ansel Amberoseansel.amberose@clientmail.example
2026-07-19
Marguerite Sorensdalmarguerite.sorensdal@nwfg-capital.com
2026-07-20
Thaddeus Hollowellthaddeus.hollowell@nwfg-capital.com
2026-07-21
Osric Petrakisosric.petrakis@brightlineops.co
2026-07-21
Kwame Winterbournekwame.winterbourne@brightlineops.co
2026-07-23
Wren Marchettiwren.marchetti@brightlineops.co
2026-07-24

Past Check-ins (108)

Winnifred Duskwoodwinnifred.duskwood@clientmail.example
2026-07-11THIS WEEK
Priya Falkenrathpriya.falkenrath@clientmail.example
2026-07-10OVERDUE
Thaddeus Hollowellthaddeus.hollowell@clientmail.example
2026-07-09OVERDUE
Fiona Delacroixfiona.delacroix@clientmail.example
2026-07-09OVERDUE
Dashiell Hartlebendashiell.hartleben@brightlineops.co
2026-07-09OVERDUE
Wren Marchettiwren.marchetti@clientmail.example
2026-07-08OVERDUE
Alaric Ravensworthalaric.ravensworth@clientmail.example
2026-07-06OVERDUE✓ Sent
Marisol Thornburymarisol.thornbury@clientmail.example
2026-07-06OVERDUE✓ Sent
Junia Ashgrovejunia.ashgrove@clientmail.example
2026-07-05OVERDUE✓ Sent
Torsten Ashcombetorsten.ashcombe@nwfg-capital.com
2026-07-05OVERDUE✓ Sent
Ansel Amberoseansel.amberose@brightlineops.co
2026-07-05OVERDUE✓ Sent
Osric Petrakisosric.petrakis@clientmail.example
2026-07-04OVERDUE✓ Sent
Odette Thistlewoododette.thistlewood@nwfg-capital.com
2026-07-02OVERDUE✓ Sent
Dashiell Hartlebendashiell.hartleben@nwfg-capital.com
2026-07-02OVERDUE✓ Sent
Callum Callowhillcallum.callowhill@clientmail.example
2026-07-01OVERDUE✓ Sent
Ansel Amberoseansel.amberose@clientmail.example
2026-06-30OVERDUE✓ Sent
Callum Callowhillcallum.callowhill@nwfg-capital.com
2026-06-30OVERDUE✓ Sent
Torsten Ashcombetorsten.ashcombe@clientmail.example
2026-06-30OVERDUE✓ Sent
Verity Everleighverity.everleigh@brightlineops.co
2026-06-30OVERDUE✓ Sent
Marcus Castellanemarcus.castellane@brightlineops.co
2026-06-28OVERDUE✓ Sent
Cassia Ondricekcassia.ondricek@clientmail.example
2026-06-27OVERDUE✓ Sent
Anneke Grimsbyanneke.grimsby@brightlineops.co
2026-06-27OVERDUE✓ Sent
Elena Cortezelena.cortez@brightlineops.co
2026-06-26OVERDUE✓ Sent
Cassia Ondricekcassia.ondricek@nwfg-capital.com
2026-06-23OVERDUE✓ Sent
Ansel Amberoseansel.amberose@nwfg-capital.com
2026-06-22OVERDUE✓ Sent
Petra Kastellanpetra.kastellan@clientmail.example
2026-06-21OVERDUE✓ Sent
Winnifred Duskwoodwinnifred.duskwood@brightlineops.co
2026-06-21OVERDUE✓ Sent
Wren Marchettiwren.marchetti@clientmail.example
2026-06-20OVERDUE✓ Sent
Marguerite Sorensdalmarguerite.sorensdal@brightlineops.co
2026-06-20OVERDUE✓ Sent
Marcus Castellanemarcus.castellane@clientmail.example
2026-06-19OVERDUE✓ Sent
Rutger Fenwickrutger.fenwick@nwfg-capital.com
2026-06-19OVERDUE✓ Sent
Ansel Amberoseansel.amberose@clientmail.example
2026-06-18OVERDUE✓ Sent
Nadia Marrowfieldnadia.marrowfield@brightlineops.co
2026-06-18OVERDUE✓ Sent
Elio Dunmoreelio.dunmore@brightlineops.co
2026-06-17OVERDUE✓ Sent
Thaddeus Hollowellthaddeus.hollowell@nwfg-capital.com
2026-06-15OVERDUE✓ Sent
Torsten Ashcombetorsten.ashcombe@nwfg-capital.com
2026-06-15OVERDUE✓ Sent
Anneke Grimsbyanneke.grimsby@brightlineops.co
2026-06-13OVERDUE✓ Sent
Cassia Ondricekcassia.ondricek@brightlineops.co
2026-06-12OVERDUE✓ Sent
Corwin Vandermeercorwin.vandermeer@brightlineops.co
2026-06-11OVERDUE✓ Sent
Marguerite Sorensdalmarguerite.sorensdal@brightlineops.co
2026-06-11OVERDUE✓ Sent
Nadia Marrowfieldnadia.marrowfield@brightlineops.co
2026-06-11OVERDUE✓ Sent
Kwame Winterbournekwame.winterbourne@clientmail.example
2026-06-09OVERDUE✓ Sent
Sable Foxglovesable.foxglove@nwfg-capital.com
2026-06-09OVERDUE✓ Sent
Fiona Delacroixfiona.delacroix@brightlineops.co
2026-06-09OVERDUE✓ Sent
Verity Everleighverity.everleigh@clientmail.example
2026-06-08OVERDUE✓ Sent
Priya Falkenrathpriya.falkenrath@nwfg-capital.com
2026-06-06OVERDUE✓ Sent
Fiona Delacroixfiona.delacroix@brightlineops.co
2026-06-06OVERDUE✓ Sent
Petra Kastellanpetra.kastellan@nwfg-capital.com
2026-06-05OVERDUE✓ Sent
Marisol Thornburymarisol.thornbury@brightlineops.co
2026-06-03OVERDUE✓ Sent
Marguerite Sorensdalmarguerite.sorensdal@brightlineops.co
2026-06-03OVERDUE✓ Sent
Ansel Amberoseansel.amberose@brightlineops.co
2026-06-02OVERDUE✓ Sent
Yara Fairweatheryara.fairweather@nwfg-capital.com
2026-06-01OVERDUE✓ Sent
Leander Emberlyleander.emberly@clientmail.example
2026-06-01OVERDUE✓ Sent
Elena Cortezelena.cortez@nwfg-capital.com
2026-05-31OVERDUE✓ Sent
Bram Wolcottbram.wolcott@nwfg-capital.com
2026-05-31OVERDUE✓ Sent
Benedikt Branniganbenedikt.brannigan@brightlineops.co
2026-05-30OVERDUE✓ Sent
Fiona Delacroixfiona.delacroix@nwfg-capital.com
2026-05-30OVERDUE✓ Sent
Kwame Winterbournekwame.winterbourne@clientmail.example
2026-05-29OVERDUE✓ Sent
Junia Ashgrovejunia.ashgrove@nwfg-capital.com
2026-05-29OVERDUE✓ Sent
Percival Vosloopercival.vosloo@brightlineops.co
2026-05-28OVERDUE✓ Sent
Emeric Brindlewoodemeric.brindlewood@brightlineops.co
2026-05-27OVERDUE✓ Sent
Rutger Fenwickrutger.fenwick@clientmail.example
2026-05-27OVERDUE✓ Sent
Sable Foxglovesable.foxglove@clientmail.example
2026-05-26OVERDUE✓ Sent
Petra Kastellanpetra.kastellan@brightlineops.co
2026-05-25OVERDUE✓ Sent
Junia Ashgrovejunia.ashgrove@nwfg-capital.com
2026-05-25OVERDUE✓ Sent
Marguerite Sorensdalmarguerite.sorensdal@brightlineops.co
2026-05-24OVERDUE✓ Sent
Silas Hallowaysilas.halloway@clientmail.example
2026-05-24OVERDUE✓ Sent
Callum Callowhillcallum.callowhill@brightlineops.co
2026-05-23OVERDUE✓ Sent
Yara Fairweatheryara.fairweather@brightlineops.co
2026-05-23OVERDUE✓ Sent
Talia Northruptalia.northrup@clientmail.example
2026-05-22OVERDUE✓ Sent
Marcus Castellanemarcus.castellane@clientmail.example
2026-05-21OVERDUE✓ Sent
Emeric Brindlewoodemeric.brindlewood@clientmail.example
2026-05-19OVERDUE✓ Sent
Torsten Ashcombetorsten.ashcombe@brightlineops.co
2026-05-16OVERDUE✓ Sent
Marguerite Sorensdalmarguerite.sorensdal@brightlineops.co
2026-05-16OVERDUE✓ Sent
Silas Hallowaysilas.halloway@nwfg-capital.com
2026-05-15OVERDUE✓ Sent
Bram Wolcottbram.wolcott@nwfg-capital.com
2026-05-13OVERDUE✓ Sent
Ansel Amberoseansel.amberose@brightlineops.co
2026-05-12OVERDUE✓ Sent
Torsten Ashcombetorsten.ashcombe@clientmail.example
2026-05-10OVERDUE✓ Sent
Emeric Brindlewoodemeric.brindlewood@brightlineops.co
2026-05-09OVERDUE✓ Sent
Rutger Fenwickrutger.fenwick@clientmail.example
2026-05-05OVERDUE✓ Sent
Thaddeus Hollowellthaddeus.hollowell@clientmail.example
2026-05-04OVERDUE✓ Sent
Rosalind Solbergrosalind.solberg@nwfg-capital.com
2026-05-03OVERDUE✓ Sent
Nadia Marrowfieldnadia.marrowfield@clientmail.example
2026-05-03OVERDUE✓ Sent
Elio Dunmoreelio.dunmore@clientmail.example
2026-05-02OVERDUE✓ Sent
Corwin Vandermeercorwin.vandermeer@clientmail.example
2026-05-02OVERDUE✓ Sent
Wren Marchettiwren.marchetti@brightlineops.co
2026-05-02OVERDUE✓ Sent
Talia Northruptalia.northrup@nwfg-capital.com
2026-05-01OVERDUE✓ Sent
Anneke Grimsbyanneke.grimsby@nwfg-capital.com
2026-05-01OVERDUE✓ Sent
Alaric Ravensworthalaric.ravensworth@brightlineops.co
2026-05-01OVERDUE✓ Sent
Verity Everleighverity.everleigh@brightlineops.co
2026-05-01OVERDUE✓ Sent
Elena Cortezelena.cortez@nwfg-capital.com
2026-04-29OVERDUE✓ Sent
Anneke Grimsbyanneke.grimsby@clientmail.example
2026-04-28OVERDUE✓ Sent
Kwame Winterbournekwame.winterbourne@nwfg-capital.com
2026-04-28OVERDUE✓ Sent
Leander Emberlyleander.emberly@clientmail.example
2026-04-28OVERDUE✓ Sent
Marisol Thornburymarisol.thornbury@brightlineops.co
2026-04-26OVERDUE✓ Sent
Marcus Castellanemarcus.castellane@brightlineops.co
2026-04-26OVERDUE✓ Sent
Fiona Delacroixfiona.delacroix@brightlineops.co
2026-04-25OVERDUE✓ Sent
Marisol Thornburymarisol.thornbury@brightlineops.co
2026-04-24OVERDUE✓ Sent
Odette Thistlewoododette.thistlewood@nwfg-capital.com
2026-04-23OVERDUE✓ Sent
Leander Emberlyleander.emberly@nwfg-capital.com
2026-04-21OVERDUE✓ Sent
Nadia Marrowfieldnadia.marrowfield@clientmail.example
2026-04-19OVERDUE✓ Sent
Fiona Delacroixfiona.delacroix@clientmail.example
2026-04-19OVERDUE✓ Sent
Petra Kastellanpetra.kastellan@clientmail.example
2026-04-18OVERDUE✓ Sent
Marguerite Sorensdalmarguerite.sorensdal@clientmail.example
2026-04-17OVERDUE✓ Sent
Verity Everleighverity.everleigh@nwfg-capital.com
2026-04-16OVERDUE✓ Sent
Corwin Vandermeercorwin.vandermeer@brightlineops.co
2026-04-14OVERDUE✓ Sent
Dashiell Hartlebendashiell.hartleben@brightlineops.co
2026-04-13OVERDUE✓ Sent
Emeric Brindlewoodemeric.brindlewood@nwfg-capital.com
2026-04-12OVERDUE✓ Sent
Sun
Mon
Tue
Wed
Thu
Fri
Sat
FilesIntel

Client Files (40)40 clients, scroll for all

ClientEmailMeetingsLast Call TypeLast Call Date
MS
Marguerite Sorensdal		marguerite.sorensdal@brightlineops.co7Check-in Call2026-07-11
AG
Anneke Grimsby		anneke.grimsby@nwfg-capital.com4Strategy Review2026-07-05
NL
Nora Larkspur		nora.larkspur@nwfg-capital.com6Support Call2026-07-03
FD
Fiona Delacroix		fiona.delacroix@brightlineops.co2Check-in Call2026-07-03
CV
Corwin Vandermeer		corwin.vandermeer@brightlineops.co7Support Call2026-07-01
CO
Cassia Ondricek		cassia.ondricek@nwfg-capital.com2Support Call2026-06-30
TH
Thaddeus Hollowell		thaddeus.hollowell@clientmail.example3Check-in Call2026-06-30
OP
Osric Petrakis		osric.petrakis@brightlineops.co3Renewal Call2026-06-28
IB
Isolde Braemar		isolde.braemar@clientmail.example6Renewal Call2026-06-27
NM
Nadia Marrowfield		nadia.marrowfield@nwfg-capital.com4Support Call2026-06-27
VE
Verity Everleigh		verity.everleigh@nwfg-capital.com2Renewal Call2026-06-27
TN
Talia Northrup		talia.northrup@nwfg-capital.com7Check-in Call2026-06-26
TS
Tobias Sablewood		tobias.sablewood@nwfg-capital.com5Renewal Call2026-06-26
PF
Priya Falkenrath		priya.falkenrath@nwfg-capital.com5Support Call2026-06-26
JA
Junia Ashgrove		junia.ashgrove@nwfg-capital.com6Check-in Call2026-06-25
ED
Elio Dunmore		elio.dunmore@brightlineops.co3Renewal Call2026-06-24
MT
Marisol Thornbury		marisol.thornbury@brightlineops.co3Support Call2026-06-22
SH
Silas Halloway		silas.halloway@clientmail.example2Renewal Call2026-06-19
DH
Dashiell Hartleben		dashiell.hartleben@brightlineops.co6Check-in Call2026-06-18
TA
Torsten Ashcombe		torsten.ashcombe@clientmail.example3Support Call2026-06-18
EC
Elena Cortez		elena.cortez@brightlineops.co6Strategy Review2026-06-16
YF
Yara Fairweather		yara.fairweather@brightlineops.co2Check-in Call2026-06-16
WD
Winnifred Duskwood		winnifred.duskwood@nwfg-capital.com3Renewal Call2026-06-16
SF
Sable Foxglove		sable.foxglove@clientmail.example7Strategy Review2026-06-15
BB
Benedikt Brannigan		benedikt.brannigan@clientmail.example2Support Call2026-06-15
AA
Ansel Amberose		ansel.amberose@clientmail.example7Renewal Call2026-06-14
KW
Kwame Winterbourne		kwame.winterbourne@brightlineops.co6Strategy Review2026-06-14
LE
Leander Emberly		leander.emberly@brightlineops.co7Strategy Review2026-06-13
AR
Alaric Ravensworth		alaric.ravensworth@nwfg-capital.com6Renewal Call2026-06-11
IC
Ingrid Castellani		ingrid.castellani@clientmail.example4Support Call2026-06-11
PV
Percival Vosloo		percival.vosloo@clientmail.example7Support Call2026-06-10
EB
Emeric Brindlewood		emeric.brindlewood@brightlineops.co5Renewal Call2026-06-09
CC
Callum Callowhill		callum.callowhill@nwfg-capital.com4Strategy Review2026-06-06
OT
Odette Thistlewood		odette.thistlewood@nwfg-capital.com5Renewal Call2026-06-05
BW
Bram Wolcott		bram.wolcott@nwfg-capital.com2Check-in Call2026-06-05
WM
Wren Marchetti		wren.marchetti@nwfg-capital.com3Check-in Call2026-06-01
PK
Petra Kastellan		petra.kastellan@clientmail.example2Check-in Call2026-05-28
RS
Rosalind Solberg		rosalind.solberg@clientmail.example2Support Call2026-05-25
MC
Marcus Castellane		marcus.castellane@nwfg-capital.com6Support Call2026-05-17
RF
Rutger Fenwick		rutger.fenwick@nwfg-capital.com3Strategy Review2026-05-01
FilesIntel

Client Intel (40)40 clients, scroll for all

MS
Marguerite Sorensdal
marguerite.sorensdal@brightlineops.co • 7 calls
no risk signals
Tenure: ~4 months
AG
Anneke Grimsby
anneke.grimsby@nwfg-capital.com • 4 calls
no risk signals
Tenure: ~2 months
NL
Nora Larkspur
nora.larkspur@nwfg-capital.com • 6 calls
no risk signals
Tenure: ~4 months
FD
Fiona Delacroix
fiona.delacroix@brightlineops.co • 2 calls
no risk signals
Tenure: 28 days
CV
Corwin Vandermeer
corwin.vandermeer@brightlineops.co • 7 calls
no risk signals
Tenure: ~3 months
CO
Cassia Ondricek
cassia.ondricek@nwfg-capital.com • 2 calls
no risk signals
Tenure: ~2 months
TH
Thaddeus Hollowell
thaddeus.hollowell@clientmail.example • 3 calls
no risk signals
Tenure: ~1 month
OP
Osric Petrakis
osric.petrakis@brightlineops.co • 3 calls
no risk signals
Tenure: ~4 months
IB
Isolde Braemar
isolde.braemar@clientmail.example • 6 calls
no risk signals
Tenure: ~4 months
NM
Nadia Marrowfield
nadia.marrowfield@nwfg-capital.com • 4 calls
no risk signals
Tenure: ~3 months
VE
Verity Everleigh
verity.everleigh@nwfg-capital.com • 2 calls
no risk signals
Tenure: ~3 months
TN
Talia Northrup
talia.northrup@nwfg-capital.com • 7 calls
no risk signals
Tenure: ~4 months
TS
Tobias Sablewood
tobias.sablewood@nwfg-capital.com • 5 calls
no risk signals
Tenure: ~4 months
PF
Priya Falkenrath
priya.falkenrath@nwfg-capital.com • 5 calls
no risk signals
Tenure: ~3 months
JA
Junia Ashgrove
junia.ashgrove@nwfg-capital.com • 6 calls
no risk signals
Tenure: ~4 months
ED
Elio Dunmore
elio.dunmore@brightlineops.co • 3 calls
no risk signals
Tenure: ~3 months
MT
Marisol Thornbury
marisol.thornbury@brightlineops.co • 3 calls
no risk signals
Tenure: ~3 months
SH
Silas Halloway
silas.halloway@clientmail.example • 2 calls
no risk signals
Tenure: ~2 months
DH
Dashiell Hartleben
dashiell.hartleben@brightlineops.co • 6 calls
no risk signals
Tenure: ~4 months
TA
Torsten Ashcombe
torsten.ashcombe@clientmail.example • 3 calls
no risk signals
Tenure: ~3 months
EC
Elena Cortez
elena.cortez@brightlineops.co • 6 calls
no risk signals
Tenure: ~4 months
YF
Yara Fairweather
yara.fairweather@brightlineops.co • 2 calls
no risk signals
Tenure: ~2 months
WD
Winnifred Duskwood
winnifred.duskwood@nwfg-capital.com • 3 calls
no risk signals
Tenure: ~1 month
SF
Sable Foxglove
sable.foxglove@clientmail.example • 7 calls
no risk signals
Tenure: ~3 months
BB
Benedikt Brannigan
benedikt.brannigan@clientmail.example • 2 calls
no risk signals
Tenure: ~3 months
AA
Ansel Amberose
ansel.amberose@clientmail.example • 7 calls
no risk signals
Tenure: ~4 months
KW
Kwame Winterbourne
kwame.winterbourne@brightlineops.co • 6 calls
no risk signals
Tenure: ~3 months
LE
Leander Emberly
leander.emberly@brightlineops.co • 7 calls
no risk signals
Tenure: ~4 months
AR
Alaric Ravensworth
alaric.ravensworth@nwfg-capital.com • 6 calls
no risk signals
Tenure: ~4 months
IC
Ingrid Castellani
ingrid.castellani@clientmail.example • 4 calls
no risk signals
Tenure: ~4 months
PV
Percival Vosloo
percival.vosloo@clientmail.example • 7 calls
no risk signals
Tenure: ~3 months
EB
Emeric Brindlewood
emeric.brindlewood@brightlineops.co • 5 calls
no risk signals
Tenure: ~3 months
CC
Callum Callowhill
callum.callowhill@nwfg-capital.com • 4 calls
no risk signals
Tenure: ~3 months
OT
Odette Thistlewood
odette.thistlewood@nwfg-capital.com • 5 calls
no risk signals
Tenure: ~4 months
BW
Bram Wolcott
bram.wolcott@nwfg-capital.com • 2 calls
no risk signals
Tenure: ~3 months
WM
Wren Marchetti
wren.marchetti@nwfg-capital.com • 3 calls
no risk signals
Tenure: ~3 months
PK
Petra Kastellan
petra.kastellan@clientmail.example • 2 calls
no risk signals
Tenure: ~4 months
RS
Rosalind Solberg
rosalind.solberg@clientmail.example • 2 calls
no risk signals
Tenure: ~3 months
MC
Marcus Castellane
marcus.castellane@nwfg-capital.com • 6 calls
no risk signals
Tenure: ~3 months
RF
Rutger Fenwick
rutger.fenwick@nwfg-capital.com • 3 calls
no risk signals
Tenure: ~4 months
Meeting LogScoreboardPhrase Tally

Meeting Log (172)

🔍
172 meetings
ClientDateSummaryStatus
Marguerite Sorensdal
marguerite.sorensdal@brightlineops.co
2026-07-11
Check-in Call
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Anneke Grimsby
anneke.grimsby@nwfg-capital.com
2026-07-05
Strategy Review
Anneke Grimsby is tracking toward their stated goals. Sentiment positive.
sent
Fiona Delacroix
fiona.delacroix@brightlineops.co
2026-07-03
Check-in Call
Fiona Delacroix is tracking toward their stated goals. Sentiment positive.
sent
Marguerite Sorensdal
marguerite.sorensdal@clientmail.example
2026-07-03
Renewal Call
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Nora Larkspur
nora.larkspur@nwfg-capital.com
2026-07-03
Support Call
Nora Larkspur is tracking toward their stated goals. Sentiment positive.
pending
Corwin Vandermeer
corwin.vandermeer@brightlineops.co
2026-07-01
Support Call
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
pending
Thaddeus Hollowell
thaddeus.hollowell@clientmail.example
2026-06-30
Check-in Call
Thaddeus Hollowell is tracking toward their stated goals. Sentiment positive.
sent
Cassia Ondricek
cassia.ondricek@nwfg-capital.com
2026-06-30
Support Call
Cassia Ondricek is tracking toward their stated goals. Sentiment positive.
sent
Anneke Grimsby
anneke.grimsby@nwfg-capital.com
2026-06-30
Check-in Call
Anneke Grimsby is tracking toward their stated goals. Sentiment positive.
pending
Marguerite Sorensdal
marguerite.sorensdal@brightlineops.co
2026-06-28
Check-in Call
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Corwin Vandermeer
corwin.vandermeer@clientmail.example
2026-06-28
Strategy Review
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
pending
Osric Petrakis
osric.petrakis@brightlineops.co
2026-06-28
Renewal Call
Osric Petrakis is tracking toward their stated goals. Sentiment positive.
pending
Nadia Marrowfield
nadia.marrowfield@nwfg-capital.com
2026-06-27
Support Call
Nadia Marrowfield is tracking toward their stated goals. Sentiment positive.
pending
Verity Everleigh
verity.everleigh@nwfg-capital.com
2026-06-27
Renewal Call
Verity Everleigh is tracking toward their stated goals. Sentiment positive.
pending
Isolde Braemar
isolde.braemar@clientmail.example
2026-06-27
Renewal Call
Isolde Braemar is tracking toward their stated goals. Sentiment positive.
pending
Priya Falkenrath
priya.falkenrath@nwfg-capital.com
2026-06-26
Support Call
Priya Falkenrath is tracking toward their stated goals. Sentiment positive.
pending
Tobias Sablewood
tobias.sablewood@nwfg-capital.com
2026-06-26
Renewal Call
Tobias Sablewood is tracking toward their stated goals. Sentiment positive.
sent
Talia Northrup
talia.northrup@nwfg-capital.com
2026-06-26
Check-in Call
Talia Northrup is tracking toward their stated goals. Sentiment positive.
pending
Junia Ashgrove
junia.ashgrove@nwfg-capital.com
2026-06-25
Check-in Call
Junia Ashgrove is tracking toward their stated goals. Sentiment positive.
sent
Elio Dunmore
elio.dunmore@brightlineops.co
2026-06-24
Renewal Call
Elio Dunmore is tracking toward their stated goals. Sentiment positive.
pending
Marisol Thornbury
marisol.thornbury@brightlineops.co
2026-06-22
Support Call
Marisol Thornbury is tracking toward their stated goals. Sentiment positive.
pending
Silas Halloway
silas.halloway@clientmail.example
2026-06-19
Renewal Call
Silas Halloway is tracking toward their stated goals. Sentiment positive.
pending
Torsten Ashcombe
torsten.ashcombe@clientmail.example
2026-06-18
Support Call
Torsten Ashcombe is tracking toward their stated goals. Sentiment positive.
sent
Talia Northrup
talia.northrup@brightlineops.co
2026-06-18
Renewal Call
Talia Northrup is tracking toward their stated goals. Sentiment positive.
pending
Dashiell Hartleben
dashiell.hartleben@brightlineops.co
2026-06-18
Check-in Call
Dashiell Hartleben is tracking toward their stated goals. Sentiment positive.
pending
Corwin Vandermeer
corwin.vandermeer@clientmail.example
2026-06-17
Strategy Review
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
sent
Anneke Grimsby
anneke.grimsby@nwfg-capital.com
2026-06-17
Strategy Review
Anneke Grimsby is tracking toward their stated goals. Sentiment positive.
pending
Talia Northrup
talia.northrup@nwfg-capital.com
2026-06-17
Support Call
Talia Northrup is tracking toward their stated goals. Sentiment positive.
pending
Dashiell Hartleben
dashiell.hartleben@clientmail.example
2026-06-17
Check-in Call
Dashiell Hartleben is tracking toward their stated goals. Sentiment positive.
pending
Elena Cortez
elena.cortez@brightlineops.co
2026-06-16
Strategy Review
Elena Cortez is tracking toward their stated goals. Sentiment positive.
sent
Yara Fairweather
yara.fairweather@brightlineops.co
2026-06-16
Check-in Call
Yara Fairweather is tracking toward their stated goals. Sentiment positive.
sent
Winnifred Duskwood
winnifred.duskwood@nwfg-capital.com
2026-06-16
Renewal Call
Winnifred Duskwood is tracking toward their stated goals. Sentiment positive.
sent
Elena Cortez
elena.cortez@nwfg-capital.com
2026-06-15
Check-in Call
Elena Cortez is tracking toward their stated goals. Sentiment positive.
pending
Sable Foxglove
sable.foxglove@clientmail.example
2026-06-15
Strategy Review
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
pending
Benedikt Brannigan
benedikt.brannigan@clientmail.example
2026-06-15
Support Call
Benedikt Brannigan is tracking toward their stated goals. Sentiment positive.
pending
Kwame Winterbourne
kwame.winterbourne@brightlineops.co
2026-06-14
Strategy Review
Kwame Winterbourne is tracking toward their stated goals. Sentiment positive.
pending
Junia Ashgrove
junia.ashgrove@clientmail.example
2026-06-14
Renewal Call
Junia Ashgrove is tracking toward their stated goals. Sentiment positive.
sent
Ansel Amberose
ansel.amberose@clientmail.example
2026-06-14
Renewal Call
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
sent
Priya Falkenrath
priya.falkenrath@clientmail.example
2026-06-14
Support Call
Priya Falkenrath is tracking toward their stated goals. Sentiment positive.
sent
Fiona Delacroix
fiona.delacroix@brightlineops.co
2026-06-13
Onboarding Call
Fiona Delacroix is tracking toward their stated goals. Sentiment positive.
sent
Leander Emberly
leander.emberly@brightlineops.co
2026-06-13
Strategy Review
Leander Emberly is tracking toward their stated goals. Sentiment positive.
sent
Alaric Ravensworth
alaric.ravensworth@nwfg-capital.com
2026-06-11
Renewal Call
Alaric Ravensworth is tracking toward their stated goals. Sentiment positive.
sent
Sable Foxglove
sable.foxglove@nwfg-capital.com
2026-06-11
Check-in Call
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
sent
Ingrid Castellani
ingrid.castellani@clientmail.example
2026-06-11
Support Call
Ingrid Castellani is tracking toward their stated goals. Sentiment positive.
sent
Percival Vosloo
percival.vosloo@clientmail.example
2026-06-10
Support Call
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
pending
Isolde Braemar
isolde.braemar@brightlineops.co
2026-06-10
Support Call
Isolde Braemar is tracking toward their stated goals. Sentiment positive.
sent
Nora Larkspur
nora.larkspur@brightlineops.co
2026-06-10
Support Call
Nora Larkspur is tracking toward their stated goals. Sentiment positive.
pending
Emeric Brindlewood
emeric.brindlewood@brightlineops.co
2026-06-09
Renewal Call
Emeric Brindlewood is tracking toward their stated goals. Sentiment positive.
sent
Isolde Braemar
isolde.braemar@nwfg-capital.com
2026-06-09
Renewal Call
Isolde Braemar is tracking toward their stated goals. Sentiment positive.
pending
Thaddeus Hollowell
thaddeus.hollowell@clientmail.example
2026-06-08
Check-in Call
Thaddeus Hollowell is tracking toward their stated goals. Sentiment positive.
pending
Callum Callowhill
callum.callowhill@nwfg-capital.com
2026-06-06
Strategy Review
Callum Callowhill is tracking toward their stated goals. Sentiment positive.
sent
Bram Wolcott
bram.wolcott@nwfg-capital.com
2026-06-05
Check-in Call
Bram Wolcott is tracking toward their stated goals. Sentiment positive.
pending
Odette Thistlewood
odette.thistlewood@nwfg-capital.com
2026-06-05
Renewal Call
Odette Thistlewood is tracking toward their stated goals. Sentiment positive.
pending
Ansel Amberose
ansel.amberose@clientmail.example
2026-06-04
Strategy Review
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
pending
Emeric Brindlewood
emeric.brindlewood@brightlineops.co
2026-06-04
Renewal Call
Emeric Brindlewood is tracking toward their stated goals. Sentiment positive.
pending
Ansel Amberose
ansel.amberose@brightlineops.co
2026-06-03
Check-in Call
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
sent
Callum Callowhill
callum.callowhill@brightlineops.co
2026-06-03
Check-in Call
Callum Callowhill is tracking toward their stated goals. Sentiment positive.
pending
Thaddeus Hollowell
thaddeus.hollowell@nwfg-capital.com
2026-06-02
Onboarding Call
Thaddeus Hollowell is tracking toward their stated goals. Sentiment positive.
pending
Alaric Ravensworth
alaric.ravensworth@clientmail.example
2026-06-01
Check-in Call
Alaric Ravensworth is tracking toward their stated goals. Sentiment positive.
pending
Isolde Braemar
isolde.braemar@brightlineops.co
2026-06-01
Check-in Call
Isolde Braemar is tracking toward their stated goals. Sentiment positive.
sent
Wren Marchetti
wren.marchetti@nwfg-capital.com
2026-06-01
Check-in Call
Wren Marchetti is tracking toward their stated goals. Sentiment positive.
pending
Dashiell Hartleben
dashiell.hartleben@brightlineops.co
2026-06-01
Support Call
Dashiell Hartleben is tracking toward their stated goals. Sentiment positive.
pending
Winnifred Duskwood
winnifred.duskwood@brightlineops.co
2026-05-29
Onboarding Call
Winnifred Duskwood is tracking toward their stated goals. Sentiment positive.
sent
Marisol Thornbury
marisol.thornbury@nwfg-capital.com
2026-05-28
Check-in Call
Marisol Thornbury is tracking toward their stated goals. Sentiment positive.
pending
Petra Kastellan
petra.kastellan@clientmail.example
2026-05-28
Check-in Call
Petra Kastellan is tracking toward their stated goals. Sentiment positive.
sent
Odette Thistlewood
odette.thistlewood@nwfg-capital.com
2026-05-27
Support Call
Odette Thistlewood is tracking toward their stated goals. Sentiment positive.
pending
Priya Falkenrath
priya.falkenrath@nwfg-capital.com
2026-05-27
Renewal Call
Priya Falkenrath is tracking toward their stated goals. Sentiment positive.
pending
Rosalind Solberg
rosalind.solberg@clientmail.example
2026-05-25
Support Call
Rosalind Solberg is tracking toward their stated goals. Sentiment positive.
pending
Talia Northrup
talia.northrup@nwfg-capital.com
2026-05-25
Support Call
Talia Northrup is tracking toward their stated goals. Sentiment positive.
sent
Odette Thistlewood
odette.thistlewood@nwfg-capital.com
2026-05-24
Renewal Call
Odette Thistlewood is tracking toward their stated goals. Sentiment positive.
pending
Nora Larkspur
nora.larkspur@clientmail.example
2026-05-23
Support Call
Nora Larkspur is tracking toward their stated goals. Sentiment positive.
sent
Sable Foxglove
sable.foxglove@nwfg-capital.com
2026-05-22
Check-in Call
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
sent
Percival Vosloo
percival.vosloo@brightlineops.co
2026-05-22
Strategy Review
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
pending
Elena Cortez
elena.cortez@clientmail.example
2026-05-21
Renewal Call
Elena Cortez is tracking toward their stated goals. Sentiment positive.
sent
Yara Fairweather
yara.fairweather@clientmail.example
2026-05-21
Onboarding Call
Yara Fairweather is tracking toward their stated goals. Sentiment positive.
sent
Marguerite Sorensdal
marguerite.sorensdal@nwfg-capital.com
2026-05-20
Strategy Review
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Nora Larkspur
nora.larkspur@nwfg-capital.com
2026-05-18
Renewal Call
Nora Larkspur is tracking toward their stated goals. Sentiment positive.
sent
Marcus Castellane
marcus.castellane@nwfg-capital.com
2026-05-17
Support Call
Marcus Castellane is tracking toward their stated goals. Sentiment positive.
pending
Marcus Castellane
marcus.castellane@brightlineops.co
2026-05-15
Support Call
Marcus Castellane is tracking toward their stated goals. Sentiment positive.
sent
Dashiell Hartleben
dashiell.hartleben@brightlineops.co
2026-05-15
Check-in Call
Dashiell Hartleben is tracking toward their stated goals. Sentiment positive.
sent
Junia Ashgrove
junia.ashgrove@brightlineops.co
2026-05-14
Renewal Call
Junia Ashgrove is tracking toward their stated goals. Sentiment positive.
pending
Tobias Sablewood
tobias.sablewood@nwfg-capital.com
2026-05-14
Renewal Call
Tobias Sablewood is tracking toward their stated goals. Sentiment positive.
pending
Cassia Ondricek
cassia.ondricek@clientmail.example
2026-05-12
Onboarding Call
Cassia Ondricek is tracking toward their stated goals. Sentiment positive.
pending
Corwin Vandermeer
corwin.vandermeer@brightlineops.co
2026-05-12
Support Call
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
sent
Kwame Winterbourne
kwame.winterbourne@clientmail.example
2026-05-11
Renewal Call
Kwame Winterbourne is tracking toward their stated goals. Sentiment positive.
sent
Leander Emberly
leander.emberly@clientmail.example
2026-05-10
Support Call
Leander Emberly is tracking toward their stated goals. Sentiment positive.
pending
Corwin Vandermeer
corwin.vandermeer@clientmail.example
2026-05-09
Support Call
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
pending
Nadia Marrowfield
nadia.marrowfield@clientmail.example
2026-05-08
Support Call
Nadia Marrowfield is tracking toward their stated goals. Sentiment positive.
sent
Sable Foxglove
sable.foxglove@clientmail.example
2026-05-08
Strategy Review
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
pending
Dashiell Hartleben
dashiell.hartleben@nwfg-capital.com
2026-05-08
Support Call
Dashiell Hartleben is tracking toward their stated goals. Sentiment positive.
sent
Priya Falkenrath
priya.falkenrath@nwfg-capital.com
2026-05-07
Support Call
Priya Falkenrath is tracking toward their stated goals. Sentiment positive.
pending
Sable Foxglove
sable.foxglove@brightlineops.co
2026-05-06
Support Call
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
pending
Percival Vosloo
percival.vosloo@nwfg-capital.com
2026-05-04
Renewal Call
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
pending
Marcus Castellane
marcus.castellane@brightlineops.co
2026-05-03
Support Call
Marcus Castellane is tracking toward their stated goals. Sentiment positive.
sent
Ansel Amberose
ansel.amberose@clientmail.example
2026-05-03
Strategy Review
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
sent
Percival Vosloo
percival.vosloo@brightlineops.co
2026-05-03
Renewal Call
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
pending
Emeric Brindlewood
emeric.brindlewood@clientmail.example
2026-05-03
Strategy Review
Emeric Brindlewood is tracking toward their stated goals. Sentiment positive.
sent
Tobias Sablewood
tobias.sablewood@clientmail.example
2026-05-03
Strategy Review
Tobias Sablewood is tracking toward their stated goals. Sentiment positive.
sent
Silas Halloway
silas.halloway@brightlineops.co
2026-05-03
Onboarding Call
Silas Halloway is tracking toward their stated goals. Sentiment positive.
pending
Callum Callowhill
callum.callowhill@clientmail.example
2026-05-02
Check-in Call
Callum Callowhill is tracking toward their stated goals. Sentiment positive.
sent
Rutger Fenwick
rutger.fenwick@nwfg-capital.com
2026-05-01
Strategy Review
Rutger Fenwick is tracking toward their stated goals. Sentiment positive.
sent
Anneke Grimsby
anneke.grimsby@nwfg-capital.com
2026-05-01
Onboarding Call
Anneke Grimsby is tracking toward their stated goals. Sentiment positive.
pending
Kwame Winterbourne
kwame.winterbourne@clientmail.example
2026-04-30
Support Call
Kwame Winterbourne is tracking toward their stated goals. Sentiment positive.
pending
Rutger Fenwick
rutger.fenwick@brightlineops.co
2026-04-30
Renewal Call
Rutger Fenwick is tracking toward their stated goals. Sentiment positive.
sent
Torsten Ashcombe
torsten.ashcombe@clientmail.example
2026-04-29
Renewal Call
Torsten Ashcombe is tracking toward their stated goals. Sentiment positive.
pending
Marcus Castellane
marcus.castellane@nwfg-capital.com
2026-04-28
Check-in Call
Marcus Castellane is tracking toward their stated goals. Sentiment positive.
pending
Ansel Amberose
ansel.amberose@clientmail.example
2026-04-25
Renewal Call
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
pending
Marguerite Sorensdal
marguerite.sorensdal@nwfg-capital.com
2026-04-24
Support Call
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Percival Vosloo
percival.vosloo@nwfg-capital.com
2026-04-23
Check-in Call
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
sent
Elena Cortez
elena.cortez@brightlineops.co
2026-04-22
Check-in Call
Elena Cortez is tracking toward their stated goals. Sentiment positive.
sent
Leander Emberly
leander.emberly@nwfg-capital.com
2026-04-21
Strategy Review
Leander Emberly is tracking toward their stated goals. Sentiment positive.
sent
Marisol Thornbury
marisol.thornbury@brightlineops.co
2026-04-21
Onboarding Call
Marisol Thornbury is tracking toward their stated goals. Sentiment positive.
pending
Percival Vosloo
percival.vosloo@brightlineops.co
2026-04-19
Strategy Review
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
pending
Nadia Marrowfield
nadia.marrowfield@brightlineops.co
2026-04-18
Support Call
Nadia Marrowfield is tracking toward their stated goals. Sentiment positive.
sent
Rosalind Solberg
rosalind.solberg@nwfg-capital.com
2026-04-18
Onboarding Call
Rosalind Solberg is tracking toward their stated goals. Sentiment positive.
pending
Ingrid Castellani
ingrid.castellani@brightlineops.co
2026-04-18
Check-in Call
Ingrid Castellani is tracking toward their stated goals. Sentiment positive.
sent
Nora Larkspur
nora.larkspur@nwfg-capital.com
2026-04-17
Renewal Call
Nora Larkspur is tracking toward their stated goals. Sentiment positive.
pending
Kwame Winterbourne
kwame.winterbourne@nwfg-capital.com
2026-04-16
Renewal Call
Kwame Winterbourne is tracking toward their stated goals. Sentiment positive.
sent
Priya Falkenrath
priya.falkenrath@nwfg-capital.com
2026-04-16
Onboarding Call
Priya Falkenrath is tracking toward their stated goals. Sentiment positive.
sent
Leander Emberly
leander.emberly@nwfg-capital.com
2026-04-16
Strategy Review
Leander Emberly is tracking toward their stated goals. Sentiment positive.
pending
Talia Northrup
talia.northrup@nwfg-capital.com
2026-04-16
Check-in Call
Talia Northrup is tracking toward their stated goals. Sentiment positive.
pending
Sable Foxglove
sable.foxglove@brightlineops.co
2026-04-15
Check-in Call
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
sent
Corwin Vandermeer
corwin.vandermeer@nwfg-capital.com
2026-04-15
Strategy Review
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
sent
Wren Marchetti
wren.marchetti@clientmail.example
2026-04-15
Strategy Review
Wren Marchetti is tracking toward their stated goals. Sentiment positive.
sent
Leander Emberly
leander.emberly@brightlineops.co
2026-04-14
Support Call
Leander Emberly is tracking toward their stated goals. Sentiment positive.
sent
Kwame Winterbourne
kwame.winterbourne@clientmail.example
2026-04-13
Check-in Call
Kwame Winterbourne is tracking toward their stated goals. Sentiment positive.
pending
Emeric Brindlewood
emeric.brindlewood@clientmail.example
2026-04-13
Strategy Review
Emeric Brindlewood is tracking toward their stated goals. Sentiment positive.
sent
Corwin Vandermeer
corwin.vandermeer@brightlineops.co
2026-04-13
Onboarding Call
Corwin Vandermeer is tracking toward their stated goals. Sentiment positive.
pending
Isolde Braemar
isolde.braemar@brightlineops.co
2026-04-13
Support Call
Isolde Braemar is tracking toward their stated goals. Sentiment positive.
pending
Leander Emberly
leander.emberly@clientmail.example
2026-04-11
Strategy Review
Leander Emberly is tracking toward their stated goals. Sentiment positive.
pending
Ingrid Castellani
ingrid.castellani@nwfg-capital.com
2026-04-11
Strategy Review
Ingrid Castellani is tracking toward their stated goals. Sentiment positive.
pending
Marcus Castellane
marcus.castellane@brightlineops.co
2026-04-10
Strategy Review
Marcus Castellane is tracking toward their stated goals. Sentiment positive.
pending
Alaric Ravensworth
alaric.ravensworth@nwfg-capital.com
2026-04-10
Strategy Review
Alaric Ravensworth is tracking toward their stated goals. Sentiment positive.
sent
Wren Marchetti
wren.marchetti@brightlineops.co
2026-04-09
Onboarding Call
Wren Marchetti is tracking toward their stated goals. Sentiment positive.
sent
Verity Everleigh
verity.everleigh@nwfg-capital.com
2026-04-08
Onboarding Call
Verity Everleigh is tracking toward their stated goals. Sentiment positive.
sent
Elio Dunmore
elio.dunmore@brightlineops.co
2026-04-07
Renewal Call
Elio Dunmore is tracking toward their stated goals. Sentiment positive.
pending
Osric Petrakis
osric.petrakis@nwfg-capital.com
2026-04-07
Strategy Review
Osric Petrakis is tracking toward their stated goals. Sentiment positive.
sent
Bram Wolcott
bram.wolcott@nwfg-capital.com
2026-04-06
Onboarding Call
Bram Wolcott is tracking toward their stated goals. Sentiment positive.
pending
Benedikt Brannigan
benedikt.brannigan@nwfg-capital.com
2026-04-04
Onboarding Call
Benedikt Brannigan is tracking toward their stated goals. Sentiment positive.
sent
Talia Northrup
talia.northrup@brightlineops.co
2026-04-04
Strategy Review
Talia Northrup is tracking toward their stated goals. Sentiment positive.
pending
Kwame Winterbourne
kwame.winterbourne@brightlineops.co
2026-04-02
Onboarding Call
Kwame Winterbourne is tracking toward their stated goals. Sentiment positive.
pending
Torsten Ashcombe
torsten.ashcombe@brightlineops.co
2026-04-02
Onboarding Call
Torsten Ashcombe is tracking toward their stated goals. Sentiment positive.
pending
Nadia Marrowfield
nadia.marrowfield@brightlineops.co
2026-04-02
Onboarding Call
Nadia Marrowfield is tracking toward their stated goals. Sentiment positive.
sent
Sable Foxglove
sable.foxglove@brightlineops.co
2026-04-02
Onboarding Call
Sable Foxglove is tracking toward their stated goals. Sentiment positive.
sent
Elio Dunmore
elio.dunmore@clientmail.example
2026-03-31
Onboarding Call
Elio Dunmore is tracking toward their stated goals. Sentiment positive.
sent
Emeric Brindlewood
emeric.brindlewood@clientmail.example
2026-03-31
Onboarding Call
Emeric Brindlewood is tracking toward their stated goals. Sentiment positive.
pending
Marcus Castellane
marcus.castellane@clientmail.example
2026-03-30
Onboarding Call
Marcus Castellane is tracking toward their stated goals. Sentiment positive.
sent
Callum Callowhill
callum.callowhill@nwfg-capital.com
2026-03-29
Onboarding Call
Callum Callowhill is tracking toward their stated goals. Sentiment positive.
pending
Percival Vosloo
percival.vosloo@clientmail.example
2026-03-29
Onboarding Call
Percival Vosloo is tracking toward their stated goals. Sentiment positive.
pending
Leander Emberly
leander.emberly@clientmail.example
2026-03-28
Onboarding Call
Leander Emberly is tracking toward their stated goals. Sentiment positive.
sent
Marguerite Sorensdal
marguerite.sorensdal@clientmail.example
2026-03-27
Check-in Call
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Tobias Sablewood
tobias.sablewood@brightlineops.co
2026-03-27
Strategy Review
Tobias Sablewood is tracking toward their stated goals. Sentiment positive.
sent
Isolde Braemar
isolde.braemar@nwfg-capital.com
2026-03-26
Onboarding Call
Isolde Braemar is tracking toward their stated goals. Sentiment positive.
sent
Ansel Amberose
ansel.amberose@brightlineops.co
2026-03-25
Strategy Review
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
sent
Junia Ashgrove
junia.ashgrove@brightlineops.co
2026-03-23
Renewal Call
Junia Ashgrove is tracking toward their stated goals. Sentiment positive.
pending
Odette Thistlewood
odette.thistlewood@clientmail.example
2026-03-23
Renewal Call
Odette Thistlewood is tracking toward their stated goals. Sentiment positive.
pending
Alaric Ravensworth
alaric.ravensworth@clientmail.example
2026-03-22
Renewal Call
Alaric Ravensworth is tracking toward their stated goals. Sentiment positive.
pending
Junia Ashgrove
junia.ashgrove@brightlineops.co
2026-03-21
Onboarding Call
Junia Ashgrove is tracking toward their stated goals. Sentiment positive.
sent
Tobias Sablewood
tobias.sablewood@clientmail.example
2026-03-21
Onboarding Call
Tobias Sablewood is tracking toward their stated goals. Sentiment positive.
sent
Alaric Ravensworth
alaric.ravensworth@clientmail.example
2026-03-20
Support Call
Alaric Ravensworth is tracking toward their stated goals. Sentiment positive.
pending
Ansel Amberose
ansel.amberose@clientmail.example
2026-03-20
Onboarding Call
Ansel Amberose is tracking toward their stated goals. Sentiment positive.
sent
Elena Cortez
elena.cortez@clientmail.example
2026-03-20
Onboarding Call
Elena Cortez is tracking toward their stated goals. Sentiment positive.
sent
Dashiell Hartleben
dashiell.hartleben@clientmail.example
2026-03-19
Onboarding Call
Dashiell Hartleben is tracking toward their stated goals. Sentiment positive.
sent
Petra Kastellan
petra.kastellan@nwfg-capital.com
2026-03-18
Onboarding Call
Petra Kastellan is tracking toward their stated goals. Sentiment positive.
pending
Talia Northrup
talia.northrup@nwfg-capital.com
2026-03-18
Onboarding Call
Talia Northrup is tracking toward their stated goals. Sentiment positive.
pending
Ingrid Castellani
ingrid.castellani@nwfg-capital.com
2026-03-17
Onboarding Call
Ingrid Castellani is tracking toward their stated goals. Sentiment positive.
sent
Marguerite Sorensdal
marguerite.sorensdal@nwfg-capital.com
2026-03-16
Onboarding Call
Marguerite Sorensdal is tracking toward their stated goals. Sentiment positive.
pending
Odette Thistlewood
odette.thistlewood@brightlineops.co
2026-03-16
Onboarding Call
Odette Thistlewood is tracking toward their stated goals. Sentiment positive.
sent
Osric Petrakis
osric.petrakis@brightlineops.co
2026-03-15
Onboarding Call
Osric Petrakis is tracking toward their stated goals. Sentiment positive.
sent
Nora Larkspur
nora.larkspur@clientmail.example
2026-03-14
Onboarding Call
Nora Larkspur is tracking toward their stated goals. Sentiment positive.
sent
Alaric Ravensworth
alaric.ravensworth@clientmail.example
2026-03-13
Onboarding Call
Alaric Ravensworth is tracking toward their stated goals. Sentiment positive.
sent
Rutger Fenwick
rutger.fenwick@nwfg-capital.com
2026-03-13
Onboarding Call
Rutger Fenwick is tracking toward their stated goals. Sentiment positive.
pending
RetentionChurn

Client Retention40 clients, scroll for all · as of 2026-07-11

📉
40
Tracked clients
🧊
0
Cooling
🟰
0
Steady
🔥
3
Act now
ClientHealthLast ContactScore
Marguerite Sorensdal Act now Tier 3 Unknown
25d21
Priya Falkenrath Act now Tier 3 Unknown
16d30
Junia Ashgrove Act now Tier 3 Unknown
4d35
Isolde Braemar Watch Tier 3 Unknown
22d40
Silas Halloway Watch Tier 1 Unknown
19d45
Elio Dunmore Watch Tier 3 Unknown
12d47
Nadia Marrowfield Watch Tier 3 Unknown
11d51
Cassia Ondricek Watch Tier 2 Unknown
21d52
Fiona Delacroix Watch Tier 2 Unknown
10d53
Winnifred Duskwood Watch Tier 2 Unknown
3d56
Wren Marchetti Watch Tier 2 Unknown
18d56
Benedikt Brannigan Watch Tier 3 Unknown
23d57
Anneke Grimsby Watch Tier 2 Unknown
18d58
Emeric Brindlewood Watch Tier 2 Unknown
1d59
Bram Wolcott Stable Tier 2 Unknown
7d60
Talia Northrup Stable Tier 3 Unknown
9d60
Verity Everleigh Stable Tier 2 Unknown
14d61
Yara Fairweather Stable Tier 1 Unknown
9d62
Leander Emberly Stable Tier 3 Unknown
20d62
Rutger Fenwick Stable Tier 2 Unknown
11d64
Corwin Vandermeer Stable Tier 1 Unknown
1d67
Thaddeus Hollowell Stable Tier 1 Unknown
17d70
Sable Foxglove Stable Tier 3 Unknown
24d70
Odette Thistlewood Stable Tier 3 Unknown
5d71
Ansel Amberose Stable Tier 3 Unknown
8d72
Ingrid Castellani Stable Tier 1 Unknown
12d72
Callum Callowhill Stable Tier 2 Unknown
19d74
Tobias Sablewood Stable Tier 3 Unknown
6d76
Percival Vosloo Stable Tier 1 Unknown
11d77
Osric Petrakis Stable Tier 3 Unknown
25d78
Marisol Thornbury Stable Tier 1 Unknown
1d78
Alaric Ravensworth Stable Tier 1 Unknown
9d79
Dashiell Hartleben Thriving Tier 3 Unknown
8d81
Torsten Ashcombe Thriving Tier 1 Unknown
17d82
Elena Cortez Thriving Tier 3 Unknown
24d85
Nora Larkspur Thriving Tier 2 Unknown
23d86
Marcus Castellane Thriving Tier 2 Unknown
17d87
Rosalind Solberg Thriving Tier 1 Unknown
16d87
Petra Kastellan Thriving Tier 2 Unknown
23d90
Kwame Winterbourne Thriving Tier 2 Unknown
7d95
RetentionChurn

Member Churn Overviewas of 2026-07-11

3%monthly churn

Unique cancels: 14 · Monthly cancels: 4 · Records reviewed: 210

Active members by plan: monthly: 120 · annual: 30

Highest-risk tenure window: 60-90 days

Churn Patterns

Churned analyzed: 2 · Median lead time: 12d

price sensitivity ×4low engagement ×2found alternative ×1life circumstances ×1unclear value ×3

Model misses: 1

Churn Queue

ClientStatusNote
Alaric RavensworthSavedfound alternative · $2,055
Corwin VandermeerSavedlow engagement · $1,803
Anneke GrimsbySavedlow engagement · $3,351
Junia AshgroveSavedunclear value · $2,207
Marisol ThornburySavedprice sensitivity · $5,146
Ingrid CastellaniSavedlow engagement · $7,447
Talia NorthrupChurnedfound alternative
Marcus CastellaneChurnedunclear value
Google SheetOnboarder

Follow Up Queue, Google Sheet

Auto-refreshes at 11am & 5pm CT. Use Refresh Now to pull the latest rows.

Loading…
Google SheetOnboarder

Onboarder Tracking

Loading…
To-Do

📝 To-Do List

    ⚙️ Appearance

    Trend sparklinesShow mini trend lines on KPI tiles, flip to hide them
    Moving ember glowDrifting glow in the sidebar + ambient corner
    DensityCompact shrinks padding and font size across all views
    Theme modeAuto follows the clock, Ember by day, Nebula after 5pm CT. Use the Skin Lab (top bar) to set a manual hue.

    📱 Mobile Dashboard (v3.1)

    Launches the phone-friendly v3.1 Mobile skin on :5558 in its own window. Reuses this dashboard's data. To view on your phone run ngrok http 5558 and open the ngrok URL.

    💰 Value / ROI

    💰 Churn Retained⏱️ Errors & Hours
    💰
    $ Retained (Churn)
    $0
    0 events
    clients retained × avg LTV
    ⏱️
    Hours Saved
    $240
    20 events
    events × time rate × $100/hr
    🛡️
    Errors Prevented
    $0
    0 events
    severity × hourly rate
    Total value created: $240

    📈 Cumulative Value Trendall events · $ saved over time

    No events logged yet, trend will appear as data accrues.

    ⚙️ Assumptions, Editable Estimates

    ⚠️ These are editable estimates, not audited financials. Every displayed $ flows through these rates. Edit in value_ledger.xlsx → Rates tab to update all figures.
    Key
    Description
    Value
    hourly_rate
    blended labor rate
    100 usd_per_hour
    Source: VALUE_ENGINE/value_ledger.xlsx · read-only display layer · edit assumptions in Rates tab