Client: sees ads, visits, contacts, referral.
System: Leads capture, auto-create record.
Client: Sales/Therapist reaches out.
System: Auto-assign lead, create task, log communication.
Client: Discusses interest.
Mark Qualified, capture interest, auto-tag.
Client: Decides to book.
System: Create Deal/Enrollment, assign staff.
Client: Pays or agrees installment.
Log payment; create plan; update balance.
Client: Attends sessions/courses/retreats.
System: Record attendance; manage capacity; therapist.
Client: Receives follow up / upsell.
System: Trigger follow-up; send templates; tag.
Client: Returns / refers.
System: Profile history; referral links; revenue rollups.
Org: Leadership reports.
System: Dashboards; revenue, overdue, profitability, cash flow.
by Mahmoud
