Delivery · Client
Cole Bookkeeping
Stephanie Cole · Scale Track · Bookkeeping
SC
ActiveReferral
Stephanie Cole
stephanie@cole.com · Bookkeeping
Coach
HN
Hannah NovakPod
Summit Pod
Program
Scale Track
MRR
$1.2k
Mar 17, 2026 → Jun 15, 20269 days left · 90%
How they came in
Acquisition record
Referral
Referred by an existing member in the Grit Squad pod.
Lead arrived Mar 10, 2026
Open action items
2
Calls logged
3
Audit score
71
Internal notes
Success team only — not shown to client
Auto-saved (demo)