Delivery · Client
Kim Tax Advisory
Sandra Kim · Scale Track · Accounting
SK
PausedOrganic Search
Sandra Kim
sandra@kim.com · Accounting
Coach
HN
Hannah NovakPod
Summit Pod
Program
Scale Track
MRR
$0
Feb 6, 2026 → May 6, 2026Engagement ended · 100%
How they came in
Acquisition record
Organic Search
Found the program searching “coach for service business owners.”
Lead arrived Jan 30, 2026
Open action items
2
Calls logged
3
Audit score
65
Internal notes
Success team only — not shown to client
Auto-saved (demo)