Sales + Marketing
Contacts
EA
Erin Atkinson
Founder & Clinical Supervisor · Prism Wellness
Prospect · LostviaReferral
Lead score
Cold
Est. LTV
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14
erin@prism-wellness.com443-990-1471All details ↗
Active motions
Customize lanesPodcast—
No podcast activity
Open episode ↗
Deals0 open
No open deals
Pipeline · $0＋ New deal
Customer successPre-customer
ReferralsSee network ↓
TestimonialNot collected
NPSNot sent
Unlocks once a deal closes
Relationship & network
View company ↗PR
Prism Wellness
Revenue
—
Headcount
—
Industry & niche
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People here
EA
Erin Atkinson
Founder & Clinical Supervisor
Referral chain
No referral activity
Activity timeline
AllEmailCallsPodcast
- Re: Offshore Hiring IntroSentsent May 137-day gap
- Re: Offshore Hiring IntroSentsent May 615-day gap
- Re: Offshore Hiring IntroSentsent Apr 21
- Re: Offshore Hiring IntroSentsent Apr 205-day gap
- Going with Remote Leverage — will refer usTextedtexted Apr 15
- Erin / Brian - Catch up on VASentsent Apr 15
Same component & data source as the Content Hub worklist — one timeline, always in sync.
⚠ Needs attention
Why these? →!
Brian should follow up with Erin Atkinson to confirm payment has been received for the $5,000 invoice, and schedule the introductory call to review the launched ad campaigns. Additionally, coordinate with Erin to review environment setup and create SOPs for the new operations assistant role.
Follow-up overdue · was due 2026-04-23
Rule: open follow-up past due date
!
Auto-queued: active client silent for 19d. CS check-in.
Follow-up overdue · was due 2026-05-27
Rule: open follow-up past due date
Delivery & success
Role-adaptive · clients only📦 Appears here when Erin becomes a client Placeholder
When a deal is won it graduates into this block (roles requested, placements live, kickoff, health). Prospects and guests never see it — and the page above never reflows.
Roles requested
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Placements live
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Kickoff date
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Account health
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