CJ

Counselor Jay CRM

Beta roster workspace

Scope: Jay's roster only

Ready to expand by counselor when the AM CRM grows.

CRM beta

Active Students

Active 0 current Jay roster

Past 0 archived clients

Premium or Elite 0 high-touch plans

Due Soon 0 deliverables in 14 days

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Plan

Student Name

Class year

Student ID
Branch
Status: Active

Roster record

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First Name Last Name Email Phone Guardian School Branch Service Plan Language Preference Class Year Status Next Meeting Notes

Schedule tracker

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Deliverable Status Due Date Meetings Complete Total Meetings Notes

Meeting log

Log Meeting

Student Linked Deliverable Meeting Type Date Duration Minutes Outcome Calendar Event ID Meeting Notes