Wellness center
Pebblecreek Terrace Wellness · Wellness center · Portland, OR
Vito Achterberg directs Pebblecreek Terrace Wellness, a holistic wellness center in Portland, and he keeps each prospective client's calls, consults and package agreements linked together so he can see who is close to signing and what that is worth.
Fitness and beautySales pipelineLinked tables4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 2 stage rule sets · 1 agent
Use this templatePipeline board
Prospective clientsWystan Pelletreau
Bettina Okafor-Lindgren
Caspian Reyburn
Maren Dunsmuir
Cuthbert Ashdown-Kaur
Imogen Valcarenghi
Leopold Bannerjee-Hale
Odette Marchetti-Wu
Reinhold Pellegrin-Osei
Brunhilde Ravenscroft
Leocadio Castellanos-Ruiz
Ottilie Delacroix-Boyd
Lysander Vetterlein-Ng
Teasel & Birch Architects
Yusra Kowalczyk-Adeyemi
Dorian Featherstonehaugh
Linnea Abernathy-Sato
Harcourt & Wynn Veterinary
Priya Thornbury-Okoye
Matthias Lindqvist-Orr
Rosalind Achebe-Mendez
Garrick Ostergaard
Jocasta Whitlow-Park
Zinaida Pruitt-Alvarez
Ellsworth Brandvold
Calista Moorcroft-Tan
Tables
Prospective clients
30 sample rows · 16 columnsEveryone who has called, booked a consult or been sent a package, and where they stand on the way to a signed agreement.
| Name | Phone | Interested in | How they found us | Stage | First call | |
|---|---|---|---|---|---|---|
| Wystan Pelletreau | wystan.pelletreau@inboxfernlight.com | (503) 555-0142 | Oct 5, 2026 | |||
| Bettina Okafor-Lindgren | bettina.okaforlindgren@quietmeadowpost.com | (503) 555-0144 | Oct 4, 2026 | |||
| Caspian Reyburn | caspian.reyburn@mail-brightroot.net | (503) 555-0146 | Oct 4, 2026 | |||
| Maren Dunsmuir | maren.dunsmuir@inboxfernlight.com | (503) 555-0148 | Oct 3, 2026 | |||
| Cuthbert Ashdown-Kaur | cuthbert.ashdownkaur@quietmeadowpost.com | (503) 555-0150 | Oct 3, 2026 | |||
| Imogen Valcarenghi | imogen.valcarenghi@mail-brightroot.net | (503) 555-0152 | Sep 29, 2026 | |||
| Odette Marchetti-Wu | odette.marchettiwu@quietmeadowpost.com | (503) 555-0156 | Sep 28, 2026 | |||
| Leopold Bannerjee-Hale | leopold.bannerjeehale@inboxfernlight.com | (503) 555-0154 | Sep 27, 2026 | |||
| Reinhold Pellegrin-Osei | reinhold.pellegrinosei@mail-brightroot.net | (503) 555-0158 | Sep 25, 2026 | |||
| Brunhilde Ravenscroft | brunhilde.ravenscroft@inboxfernlight.com | (503) 555-0160 | Sep 24, 2026 | |||
| Leocadio Castellanos-Ruiz | leocadio.castellanosruiz@quietmeadowpost.com | (503) 555-0162 | Sep 21, 2026 | |||
| Ottilie Delacroix-Boyd | ottilie.delacroixboyd@mail-brightroot.net | (503) 555-0164 | Sep 18, 2026 |
Agreements
19 sample rows · 9 columnsThe package agreements sent to prospects: what is included, what it costs and whether it has been signed.
| Agreement no. | Prospect | Package | Status | Total | Sessions | Sent on |
|---|---|---|---|---|---|---|
| PTW-26-207 | Leocadio Castellanos-Ruiz | $3,600 | 48 | — | ||
| PTW-26-214 | Ottilie Delacroix-Boyd | $1,350 | 12 | — | ||
| PTW-26-221 | Lysander Vetterlein-Ng | $1,350 | 12 | — | ||
| PTW-26-228 | Teasel & Birch Architects | $5,200 | 10 | — | ||
| PTW-26-235 | Yusra Kowalczyk-Adeyemi | $3,600 | 48 | Oct 1, 2026 | ||
| PTW-26-242 | Dorian Featherstonehaugh | $480 | 8 | Oct 4, 2026 | ||
| PTW-26-249 | Linnea Abernathy-Sato | $1,350 | 12 | Oct 3, 2026 | ||
| PTW-26-256 | Harcourt & Wynn Veterinary | $5,200 | 10 | Oct 2, 2026 | ||
| PTW-26-263 | Priya Thornbury-Okoye | $3,600 | 48 | Jul 25, 2026 | ||
| PTW-26-270 | Matthias Lindqvist-Orr | $1,350 | 12 | Aug 1, 2026 | ||
| PTW-26-277 | Rosalind Achebe-Mendez | $480 | 8 | Aug 10, 2026 | ||
| PTW-26-284 | Garrick Ostergaard | $1,350 | 12 | Aug 18, 2026 |
Contacts
76 sample rows · 7 columnsEach call, email, consult and tour with a prospect, so the next person to pick up knows what was said.
| Contact | Prospect | Kind | Happened on | Handled by | What was said |
|---|---|---|---|---|---|
| Intro call: Wystan Pelletreau | Wystan Pelletreau | Oct 5, 2026 | Dashiell Halvorsrud | Talked through goals and which days work; sent the service menu. | |
| Intro call: Bettina Okafor-Lindgren | Bettina Okafor-Lindgren | Oct 4, 2026 | Dashiell Halvorsrud | Talked through goals and which days work; sent the service menu. | |
| Intro call: Caspian Reyburn | Caspian Reyburn | Oct 4, 2026 | Marguerite Stavropoulos | Talked through goals and which days work; sent the service menu. | |
| Intro call: Maren Dunsmuir | Maren Dunsmuir | Oct 3, 2026 | Dashiell Halvorsrud | Talked through goals and which days work; sent the service menu. | |
| Intro call: Cuthbert Ashdown-Kaur | Cuthbert Ashdown-Kaur | Oct 3, 2026 | Marguerite Stavropoulos | Talked through goals and which days work; sent the service menu. | |
| Email follow-up: Imogen Valcarenghi | Imogen Valcarenghi | Oct 1, 2026 | Marguerite Stavropoulos | Sent package details and asked about preferred practitioner. | |
| Email follow-up: Odette Marchetti-Wu | Odette Marchetti-Wu | Sep 30, 2026 | Marguerite Stavropoulos | Sent package details and asked about preferred practitioner. | |
| Intro call: Imogen Valcarenghi | Imogen Valcarenghi | Sep 29, 2026 | Marguerite Stavropoulos | Talked through goals and which days work; sent the service menu. | |
| Email follow-up: Leopold Bannerjee-Hale | Leopold Bannerjee-Hale | Sep 29, 2026 | Dashiell Halvorsrud | Sent package details and asked about preferred practitioner. | |
| Intro call: Odette Marchetti-Wu | Odette Marchetti-Wu | Sep 28, 2026 | Marguerite Stavropoulos | Talked through goals and which days work; sent the service menu. | |
| Intro call: Leopold Bannerjee-Hale | Leopold Bannerjee-Hale | Sep 27, 2026 | Dashiell Halvorsrud | Talked through goals and which days work; sent the service menu. | |
| Email follow-up: Reinhold Pellegrin-Osei | Reinhold Pellegrin-Osei | Sep 27, 2026 | Dashiell Halvorsrud | Sent package details and asked about preferred practitioner. |
Also included
- Prospect pipeline
- Agreement lifecycle
- Agreements waiting on a signature
- Next step is tomorrowNudges the coordinator the day before a prospect's next step.
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