Clients
Client profiles with contact info, service, workflow stage, and non-sensitive notes.
| Name | Phone | Service | Stage | Appointment | Tasks | Strategy | Categories | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| Marcus Sterling | marcus@sterlingco.com | (555) 201-3344 | Individual + Business | In Progress | Scheduled · Oct 2 | 2 open | Scheduled | Business owner, Real estate | Prefers text reminders. |
| Priya Nair | priya.nair@mail.com | (555) 874-1120 | Individual | Intake | Not booked | 3 open | Not started | W-2 household, Education | New baby this year. |
| Delgado Holdings LLC | ops@delgadoholdings.com | (555) 330-9981 | Business | Review | Completed · Sep 18 | 0 open | In review | S-Corp, Payroll | Considering second entity. |
| Jordan & Kim Park | parkfamily@mail.com | (555) 612-0045 | Individual | New | Scheduled · Oct 5 | 1 open | Not started | Retirement | Referred by Marcus Sterling. |
| Elena Brooks | elena@brooksdesign.co | (555) 448-7730 | Self-employed | Complete | Completed · Sep 3 | 0 open | Delivered | 1099 contractor, Home office | Wants quarterly check-ins. |
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.