Client Frequency Report

Active Client companies with logged activity, pulled live from HubSpot.

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Touchpoint Status

How long it's been since the last touchpoint, and what to do about it:

Active
0–5 business days
Keep rockin'.
Pulse
6–10 business days
Keep in mind what's in the works, and follow up if you're still waiting on a response.
Quiet
11–15 business days
Give them a call if there hasn't been an email exchange.
Dormant
16+ business days
Should be rare, and never a surprise when this list gets reviewed.
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Active Client companies shown
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Active (0–5 bd)
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Pulse (6–10 bd)
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Quiet (11–15 bd)
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Dormant (16+ bd)
Active Client Journey
Alumni Client Journey
Sales / Deal Journey
Filter by owner:
Sorted by gap since last touchpoint (largest first) Click any underlined column header to re-sort
Company▲ Contacts (tagged Client Contact) Email Phone Last Activity▲ How Times Contacted▲ Recent Conversion▲ Owner▲ Touchpoint Status▲
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