Squiggly

Client Dashboard

Active Clients

Everyone currently on retainer or contract

Client Start date No of months Monthly payment Relationship manager Info
Total monthly payments $0

Payments

Invoicing status for each active client, month by month

Paid
$0
Invoiced
$0
Not invoiced
$0
Client Monthly payment Payment method Extra services Notes Status Invoice Sent Date Invoice Proof

Old Clients

Former clients, moved out of the active roster

Client Start date End date Monthly payment Notes

Prospects

Potential clients still in the pipeline

Prospect Status Offer sent Contact Expected monthly value

Contacts

Who to reach at each company

Company Contact Title Telegram handle Email

Wallets

Wallets used to receive client payments

Wallet Address Network USDC USDT Notes