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Coastal Realty
Active Client · AB Aaron Berger · Website AIO/GEO Optimization · site ↗
Status
Next Best Action
Next step overdue on deal "Coastal Realty — Lead Routing": Map current process
$1,800/mo
Retainer / mo
2
Open deals
3
Open tasks
2
Overdue
16-06-2026
Last touch
—
Next meeting
OverviewDealsTasksMeetingsNotesFiles

Tasks (4)

Send Coastal GEO content for approvalHigh
In Progress · Aaron Berger · due 21-06-2026
Await Coastal content approvalLow
Waiting · Aaron Berger · due 29-06-2026
Map Coastal lead routing processLow
Planned · Talia Brandt · due 02-07-2026
Draft Coastal GEO content planMedium
Done · Aaron Berger · due 19-06-2026