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Lumina Health
Active Client · JA Jonah Adler · CRM Setup · site ↗
Status
Next Best Action
Next step overdue on deal "Lumina Health — Scheduling Bot": Prepare discovery agenda
$3,200/mo
Retainer / mo
3
Open deals
5
Open tasks
4
Overdue
17-06-2026
Last touch
02-07-2026 06:18
Next meeting
OverviewDealsTasksMeetingsNotesFiles

Contacts (1)

Payments · $6,000

  • $6,000 · CRM phase 1 setup · Setup · 2026-06-07

Activity

17-06-2026 20:18 · Email · Jonah Adler · Nathan Roth
Clarified intake volumes and data model questions for phase 1.