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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
5
Overdue
02-07-2026
Last touch
—
Next meeting
OverviewDealsTasksMeetingsNotesFiles

Tasks (8)

Prepare proposal for Lumina CRM Phase 2High
Planned · Jonah Adler · due 22-06-2026
Review Lumina data model draftMedium
In Review · Jonah Adler · due 24-06-2026
Configure pipeline stages for LuminaMedium
Planned · Jonah Adler · due 26-06-2026
Send onboarding docs to LuminaLow
Planned · Jonah Adler · due 27-06-2026 · Nathan Roth
Design Lumina scheduling bot flowsMedium
Planned · Jonah Adler · due 04-07-2026
Analyze Lumina intake volumeMedium
Done · Jonah Adler · due 15-06-2026
Prepare Lumina kickoff deckMedium
Done · Jonah Adler · due 20-06-2026
Configure Lumina pipeline stagesMedium
Done · Jonah Adler · due 22-06-2026