Pipeline

Every client from first discovery call to active engagement. Free discovery calls are the entry point to all four engagement types.

All engagements

Client

Speaking, referral, inbound — this is what tells you which channel is working.

Engagement

Leave empty for an open-ended retainer.
You are warned about this 30 days ahead.
Per billing period. Type dollars — "4500" or "$4,500".
For fixed-scope work.