Current authorized source scope
Client lifecycle
Winning the deal starts a continuous retention and expansion loop.
Sign in to load authorized client records.
A next step is not a due-date or delivery claim
No aggregate without recorded currency; not realized revenue
Client book
Client records and recorded next steps
No clients have entered the lifecycle loop.
When a deal becomes a client, assign a cadence such as quarterly workforce review, annual renewal, or seasonal service check-in.
Open pipeline