Sarah J.AdminProcess
Customer Onboarding8 stages · 12 active
New members: intake to active. Assessment & care plan setup.Inquiry
Consult
Eval
Assign
Protocol
Sign
First Session
Active
HSHubSpotMBMindbodySFSalesforce
Inquiry
2 membersNew member inquiries via HubSpot web forms and phone intakes.
Total
2
Completed
0
Avg Days
6.2d
| Item | Status | Days | Owner |
|---|---|---|---|
 Lisa Park | Stalled | 9d | Unassigned |
| Omar Hassan | In Progress | 3d | Sarah J. |
Consult
1 membersOne-on-one needs assessment and service matching.
Total
1
Completed
1
Avg Days
2.5d
| Item | Status | Days | Owner |
|---|---|---|---|
 David Kim | In Progress | 7d | Mike L. |
Eval
1 membersHealth history, intake forms, and physical readiness evaluation.
Total
1
Completed
0
Avg Days
3.8d
| Item | Status | Days | Owner |
|---|---|---|---|
| Omar Hassan | In Progress | 4d | Sarah J. |
Assign
2 membersTherapist and service plan assignment.
Total
2
Completed
1
Avg Days
2.1d
| Item | Status | Days | Owner |
|---|---|---|---|
 Elena Reeves | In Progress | 5d | Sarah J. |
 Ryan Cooper | In Progress | 2d | NOW-Onboard |
Protocol
2 membersTreatment protocol development and approval.
Total
2
Completed
0
Avg Days
3.0d
| Item | Status | Days | Owner |
|---|---|---|---|
 James Chen | At Gate | 3d | NOW-Onboard |
| Ryan Cooper | At Gate | 2d | NOW-Onboard |
Sign
1 membersService agreement, waivers, and payment terms signed.
Total
1
Completed
1
Avg Days
1.8d
| Item | Status | Days | Owner |
|---|---|---|---|
| Tom Holloway | In Progress | 2d | NOW-Onboard |
First Session
1 membersFirst scheduled session completed.
Total
1
Completed
1
Avg Days
0.5d
| Item | Status | Days | Owner |
|---|---|---|---|
| Anika Patel | Active | 1d | NOW-Onboard |
Active
2 membersFull member with recurring sessions.
Total
2
Completed
2
Avg Days
0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Maya Torres | Active | — | NOW-Onboard |
| Sam Rivera | Active | — | NOW-Onboard |
Provider Credentialing4 stages · 6 pending
Vetting therapists: license checks, background review.Application
Background
Certification
Approved
WDWorkdayICiCIMSCTCertemy
Application
3 membersLicense, certifications, and work history submitted.
Total
3
Completed
1
Avg Days
4.5d
| Item | Status | Days | Owner |
|---|---|---|---|
| Alisha Kwan | In Progress | 6d | NOW-Cred |
| Marcus Webb | In Progress | 3d | NOW-Cred |
| Nina Ortiz | Stalled | 12d | Unassigned |
Background
2 membersBackground check, references, and professional vetting.
Total
2
Completed
1
Avg Days
3.0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Derek Liu | In Progress | 5d | NOW-Cred |
| Tanya Ross | Active | 2d | NOW-Cred |
Certification
1 membersLicense verification, insurance, CEU compliance.
Total
1
Completed
0
Avg Days
7.0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Priya Shah | In Progress | 8d | Clinical |
Approved
0 membersProvider approved and added to active roster.
Total
0
Completed
0
Avg Days
0d
Appointment Scheduling5 stages · 8 active
End-to-end booking: member request to session done.Request
Availability
Confirm
Prep
Complete
MBMindbodySQSquareGCGoogle
Request
4 membersMember submits booking request via app or phone.
Total
4
Completed
3
Avg Days
1.2d
| Item | Status | Days | Owner |
|---|---|---|---|
| Maya Torres | Active | — | NOW-Sched |
| Sam Rivera | In Progress | 1d | NOW-Sched |
| Chris Bennett | Active | — | NOW-Sched |
| Lisa Park | Stalled | 5d | Unassigned |
Availability
4 membersProvider availability checked, time slots proposed.
Total
4
Completed
2
Avg Days
2.5d
| Item | Status | Days | Owner |
|---|---|---|---|
| Elena Reeves | Active | — | NOW-Sched |
| Ryan Cooper | In Progress | 3d | NOW-Sched |
| Anika Patel | Active | — | NOW-Sched |
| Omar Hassan | In Progress | 4d | NOW-Sched |
Confirm
3 membersAppointment confirmed, both parties notified.
Total
3
Completed
2
Avg Days
1.0d
| Item | Status | Days | Owner |
|---|---|---|---|
| David Kim | Active | — | NOW-Sched |
| Jess Taylor | Active | — | NOW-Sched |
| Tom Holloway | In Progress | 2d | NOW-Sched |
Prep
2 membersRoom setup, equipment prep, pre-care instructions.
Total
2
Completed
1
Avg Days
0.5d
| Item | Status | Days | Owner |
|---|---|---|---|
| Maya Torres | Active | — | NOW-Sched |
| Sam Rivera | Active | — | NOW-Sched |
Complete
1 membersSession completed, notes logged, feedback collected.
Total
1
Completed
1
Avg Days
0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Chris Bennett | Active | — | NOW-Sched |
Inventory & Supplies4 stages · 3 low
Supply chain: oils, linens, equipment purchase to reorder.Order
Receive
Stock
Replenish
FBFishbowlQBQuickBooksABAmazon Business
Order
2 membersPurchase orders submitted to vendors per reorder thresholds.
Total
2
Completed
1
Avg Days
3.0d
| Item | Status | Days | Owner |
|---|---|---|---|
| White Lotus lotion | In Progress | 3d | NOW-Inv |
| Massage oil restock | Active | 2d | NOW-Inv |
Receive
2 membersDelivery verified and logged into inventory.
Total
2
Completed
2
Avg Days
1.5d
| Item | Status | Days | Owner |
|---|---|---|---|
| Linens delivery | Active | 1d | NOW-Inv |
| Equipment shipment | Active | 2d | NOW-Inv |
Stock
3 membersItems distributed to treatment rooms and storage.
Total
3
Completed
2
Avg Days
0.5d
| Item | Status | Days | Owner |
|---|---|---|---|
| Room 4 oil restock | Active | — | NOW-Inv |
| Room 2 linens | Active | — | NOW-Inv |
| Storage audit | In Progress | 1d | NOW-Inv |
Replenish
1 membersLow-stock alert triggered. Awaiting next order cycle.
Total
1
Completed
0
Avg Days
0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Sheets — 8 units | In Progress | 0d | NOW-Inv |
Payroll Processing3 stages · 10 pending
Therapist commissions from session completion to payout.Collect
Verify
Pay
ADPADPGTGustoQBQuickBooks
Collect
8 membersCompleted sessions pulled, commissions calculated.
Total
8
Completed
6
Avg Days
1.0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Maya Torres | Active | 1d | NOW-Pay |
| Sam Rivera | Active | 1d | NOW-Pay |
| Chris Bennett | Active | 1d | NOW-Pay |
| Jess Taylor | Active | 1d | NOW-Pay |
| Elena Reeves | Active | 1d | NOW-Pay |
| Anika Patel | Active | 1d | NOW-Pay |
| Omar Hassan | In Progress | 2d | NOW-Pay |
| Ryan Cooper | In Progress | 2d | NOW-Pay |
Verify
10 membersTime records and commissions verified against schedule.
Total
10
Completed
4
Avg Days
2.0d
| Item | Status | Days | Owner |
|---|---|---|---|
| Maya Torres | In Progress | 3d | Finance |
| Sam Rivera | In Progress | 3d | Finance |
| Chris Bennett | In Progress | 3d | Finance |
| Jess Taylor | In Progress | 3d | Finance |
| Elena Reeves | At Gate | 2d | Finance |
| Anika Patel | At Gate | 2d | Finance |
| Omar Hassan | At Gate | 2d | Finance |
| Ryan Cooper | At Gate | 2d | Finance |
| Nina Ortiz | In Progress | 1d | Finance |
| Derek Liu | In Progress | 1d | Finance |
Pay
0 membersPayments processed via direct deposit. Next pay run: Fri.
Total
0
Completed
0
Avg Days
0d
Decide
!
Lisa Park stalled in Inquiry
9 days with no contact — follow-up never sent
!
James Chen at Protocol gate
3 days awaiting approval — SLA expires tomorrow
!
David Kim — Consult pending eval
Results from Zoom recorded, not yet evaluated
Assigned
Owners by Pipeline Stage
InquiryUnassigned
ConsultMike L.
EvalSarah J.
AssignSarah J.
ProtocolNOW-Onboard
SignNOW-Onboard
First SessionNOW-Onboard
ActiveNOW-Onboard
Risks
Revenue at Risk
$3,200
Lisa Park — $1,400 (9d overdue)
David Kim — $900 (Consult pending)
James Chen — $900 (At Protocol gate)
David Kim — $900 (Consult pending)
James Chen — $900 (At Protocol gate)
SLA Expirations
2
Inquiry SLA: 3d used · Consult SLA: 5d used
Avg Time to Active
14d
Target: 12d · Actual: 14d
approaching threshold
approaching threshold
Outcomes
Member Retention
87%
Members past First Session
who remain active after 30d
who remain active after 30d
Revenue from Active
$5,600
per month · avg $1,400/mo
Active Members — Revenue
| Member | Plan | Monthly | Status |
|---|---|---|---|
| Maya Torres | Premium | $1,800 | Active |
| Sam Rivera | Standard | $1,200 | Active |
| Chris Bennett | Standard | $1,200 | Active |
| Jess Taylor | Premium | $1,400 | Active |
All Members