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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

Notes (1)

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