New Business Targeted

-

Engaged

-

Discovery

-

Draft

-

Approval

-

Proposal

-

Negotiation

-

Closing

-

Lost

-

Inactive

-

Existing Clients Active

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Nurturing

-

Discovery

-

Draft

-

Approval

-

Proposal

-

Negotiation

-

Closing

-

Onboarding

-

Project

-

Forecast (-) Feb

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Mar

-

Apr

-

May

-

Jun

-

Jul

-

Aug

-

Sep

-

Oct

-

Nov

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