Client desk / 01
Client pipeline.
Decide which conversation moves next.
- Opportunities
- 8
- 7 in discussion · 1 agreed
- Open follow-ups
- 6
- 3 on Nov 4, 2026
- Unscheduled
- 1
- in discussion, no dated task
- History entries
- 10
- notes, messages, meetings
Counts: whole pipeline
Fictional practice data Drag a card by its handle, or focus the handle and press Space: arrows choose stage and position, Enter drops, Escape cancels. Move to… does the same as a form.
01 Introduction
3 opportunitiesFirst conversations
R-01Brand
Nara Contoh · Studio Pendar
Nov 4, 2026 — Send the first questions
R-02Consulting
Bima Contoh · Ruang Tera
Nov 6, 2026 — Agree the discussion scope
R-03Service design
Sora Contoh · Biro Jalin
No follow-up scheduled
02 Discovery
2 opportunitiesNeeds being mapped
R-04Website
Mira Contoh · Karsa Fiktif
Nov 4, 2026 — Review the needs notes
R-05Facilitation
Danu Contoh · Atap Reka
Nov 5, 2026 — Draft the workshop agenda
03 Proposal
2 opportunitiesScope under discussion
R-06Brand
Rani Contoh · Lini Fiktif
Nov 4, 2026 — Discuss the proposal outline
R-07Service design
Arga Contoh · Biro Reka
Nov 9, 2026 — Review the research scope
04 Agreed
1 opportunitiesFixture agreement, not a contract
R-08Consulting
Lila Contoh · Titik Fiktif
Agreement recorded, no task