Ready for TaxDome
0
0.0%
Ready for AstraHomeFinder
1
0.0%
Handoff Completed
0
0.0%
Returned to Nurture
0
0.0%
Handoff Funnel
Converted
2100%
Ready for Handoff
150%
Sent
150%
Completed
00%
Returned to Nurture
00%
Handoff Pipeline
| Client | Service Type | Destination | Status | Next Step |
|---|---|---|---|---|
MWMichael Wong | Home Buying | AstraHomeFinder | Ready for Handoff | Send to AstraHomeFinder |
JRJames Rodriguez | Tax + Home | TaxDome | Sent | Complete intake Aug 2 |
Client Follow-ups
| Client | Follow-up Type | Due Date | Owner | Status |
|---|---|---|---|---|
| Michael Wong | Call Prep | Jul 7 | Astra Team | Overdue |
| Sarah Kim | Nurture | Jul 9 | Astra Team | Overdue |
| James Rodriguez | Handoff | Jul 5 | Astra Team | Overdue |
| Priya Nair | Follow-up | Jul 6 | Astra Team | Overdue |
| David Chen | Review Lead | Jul 5 | Astra Team | Done |
Professional System Links
Streamline the Handoff
Keep client information complete and accurate to reduce returns and improve handoff success.