Total Clients
38
+3 this month
Active Engagements
14
5 trainings active
Pending Follow-ups
7
2 overdue today
Pipeline Value
₹8.2L
3 deals closing soon
Revenue — June
₹4.9L
vs ₹3.8L May
Win Rate
64%
Proposals → deals
Sessions This Month
12
+4 vs last month
Unpaid Invoices
3
₹1.4L pending
Recent Clients
See all →
PK
Prakash Kumar
SR
Sunita Reddy
AJ
Arjun Joshi
MM
Meera Menon
VG
Vikram Gupta
Follow-up Queue
See all →
Arjun JoshiOverdue
Send revised Q3 coaching proposal
2d
Nandita ShahOverdue
Follow up on Reliance HR intro email
1d
Meera Menon
Schedule discovery call — L&D program
Today
Rohan Desai
Send coaching program brochure
Today
Prakash Kumar
Check-in after Day 2 workshop
Jun 9
Pipeline Snapshot
Full pipeline →
Lead
4
GlobalTech India
₹80,000
SBI Life Insurance
₹1,20,000
Total: ₹2,75,000
Proposal
3
Wipro (Meera Menon)
₹2,50,000
Tata Consumer
₹95,000
Total: ₹4,55,000
Negotiation
2
Tata Steel (Arjun)
₹3,00,000
Reliance Industries
₹4,50,000
Total: ₹7,50,000
Won
5 this month
HDFC Bank
₹1,80,000
Infosys BPM
₹2,20,000
Total: ₹4,90,000
| Client | Company | Designation | Service | Phone | Last Contact | Status | |
|---|---|---|---|---|---|---|---|
PK Prakash Kumar pkumar@lt.com | Larsen & Toubro | VP Operations | Leadership Training | +91 98400 11111 | Jun 4 | Active | |
SR Sunita Reddy sunita@infosys.com | Infosys BPM | Head — Strategy | Strategy Consulting | +91 99400 22222 | Jun 2 | Active | |
AJ Arjun Joshi arjun@tatasteel.com | Tata Steel | GM — HR | Executive Coaching | +91 98600 33333 | May 30 | Follow-up | |
MM Meera Menon meera@wipro.com | Wipro | DGM — L&D | Process Transformation | +91 97400 44444 | May 28 | Prospect | |
VG Vikram Gupta vikram@hdfc.com | HDFC Bank | Sr. Manager — Sales | Sales Training | +91 96400 55555 | Jun 5 | Active | |
NS Nandita Shah nandita@ril.com | Reliance Industries | Director — HR | L&D Program Design | +91 98700 66666 | May 20 | Cold | |
RD Rohan Desai rohan@axisbank.com | Axis Bank | AVP — Learning | Coaching Program | +91 97800 77777 | Jun 3 | Prospect |
Total Open Pipeline
₹14.8L
9 active deals
Closing This Month
3
Est. ₹3.5L
Won This Month
₹4.9L
+28% vs last
Avg Deal Size
₹1.7L
Up from ₹1.2L
🔵 Lead
4
GlobalTech India
₹80,000
SBI Life Insurance
₹1,20,000
Mahindra Rise
₹60,000
Bajaj Auto
₹75,000
Pipeline: ₹3,35,000
🟡 Proposal
3
Wipro (Meera Menon)
₹2,50,000
Tata Consumer
₹95,000
Bajaj Finserv
₹1,10,000
Pipeline: ₹4,55,000
🟣 Negotiation
2
Tata Steel (Arjun)
₹3,00,000
Reliance Industries
₹4,50,000
Pipeline: ₹7,50,000
🟢 Won
5 this month
HDFC Bank
₹1,80,000
Infosys BPM
₹2,20,000
L&T Finance
₹90,000
Won: ₹4,90,000
All (7)
Overdue (2)
Today (2)
Upcoming (3)
Done
Arjun Joshi — Tata SteelOverdue
Send revised Q3 executive coaching proposal. 12 managers, 6-month program. Itemized breakdown of ₹3L.
2d overdue
Nandita Shah — Reliance IndustriesOverdue
Follow up on intro email to HR Director. Interested in L&D revamp for 500-person team.
1d overdue
Meera Menon — Wipro
Schedule discovery call. Process transformation consulting for 200-person division.
Today
Rohan Desai — Axis Bank
Send coaching program brochure and pricing. Met at NHRD Coimbatore conference.
Today
Prakash Kumar — L&T
Post Day-2 check-in. Collect NPS scores. Confirm dates for Days 3-5.
Jun 9
Sunita Reddy — Infosys BPM
Monthly review. Prepare Month 3 milestone report and Phase 2 roadmap.
Jun 12
Vikram Gupta — HDFC Bank
Pre-session briefing for Batch 2. Confirm participant list and materials.
Jun 14
All Sessions
Training
Consulting
Coaching
| Session | Client | Type | Date & Time | Duration | Location | Fee | Status |
|---|---|---|---|---|---|---|---|
| Leadership Excellence — Day 2 | L&T (Prakash Kumar) | Training | Jun 9, 9:00 AM | 8 hrs | Mumbai | ₹80,000 | Scheduled |
| Strategy Review — Month 3 | Infosys BPM (Sunita) | Consulting | Jun 12, 3:00 PM | 2 hrs | Video Call | ₹25,000 | Scheduled |
| Sales Mindset Workshop Batch 2 | HDFC Bank (Vikram) | Training | Jun 15, 9:30 AM | 6 hrs | Chennai HO | ₹60,000 | Scheduled |
| Executive Coaching Session #4 | Tata Steel (Arjun) | Coaching | TBD | 90 min | Video Call | ₹25,000 | Pending |
| Leadership Excellence — Day 1 | L&T (Prakash Kumar) | Training | Jun 5, 9:00 AM | 8 hrs | Mumbai | ₹80,000 | Completed |
| L&D Discovery Workshop | Reliance Industries | Consulting | May 31, 2:00 PM | 1 hr | Video Call | ₹15,000 | Completed |
| Executive Coaching Session #3 | Tata Steel (Arjun) | Coaching | May 18, 11:00 AM | 90 min | Video Call | ₹25,000 | Completed |
June 2026
TrainingConsultingFollow-upCoaching
Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
Infosys Review
2
HDFC Follow-up
3
4
L&T Check-in
5
L&T Day 1
6
Meera Call
Rohan Docs
7
8
9
L&T Day 2
10
11
12
Infosys Review
13
14
HDFC Briefing
15
HDFC Batch 2
16
17
18
Tata Coaching
19
L&T Day 3
20
21
22
23
Wipro Discovery
24
25
26
L&T Day 4
27
28
29
30
Month-end
1
2
3
4
5
Total Invoiced
₹8.6L
FY 2026
Paid
₹7.2L
10 invoices
Unpaid / Due
₹1.4L
3 pending
Overdue
₹45K
1 past due
| Invoice # | Client | Service | Amount | Issued | Due Date | Status | Action |
|---|---|---|---|---|---|---|---|
| INV-2026-014 | PK Prakash Kumar / L&T | Leadership Training Day 1 | ₹80,000 | Jun 5 | Jun 20 | Unpaid | |
| INV-2026-013 | VG Vikram Gupta / HDFC | Sales Training Batch 1 | ₹1,20,000 | May 25 | Jun 10 | Unpaid | |
| INV-2026-012 | AJ Arjun Joshi / Tata | Coaching Sessions #1-3 | ₹45,000 | May 10 | May 25 | Overdue | |
| INV-2026-011 | SR Sunita Reddy / Infosys | Strategy Consulting Mo. 2 | ₹2,20,000 | May 5 | May 20 | Paid ✓ | |
| INV-2026-010 | VG Vikram Gupta / HDFC | Sales Training (Deposit) | ₹60,000 | Apr 20 | May 5 | Paid ✓ |
Client Notes
Arjun Joshi — Tata Steel
Session 3 went well. Arjun is resistant to peer feedback. Suggested 360° exercise for Session 4. Key blocker: fear of being perceived as weak.
Jun 4, 2026 · Private
Meera Menon — Wipro
Previous consultant "didn't understand the culture". Needs patient approach. Budget ₹2-3L approved. Key stakeholder: CFO Prem Iyer. Decision in 2 weeks.
May 28, 2026
Vikram Gupta — HDFC
Batch 1 feedback: 4.7/5. Top request: more role-play practice. Wants 30-day post-training impact assessment.
May 22, 2026
Session Notes
L&T Leadership Day 1 — Jun 5
20 participants VP level. Module 3 (Conflict Resolution) took longer — cut Negotiation short. Need 1hr buffer in Day 2.
Jun 5, 2026
Infosys BPM Strategy — Month 2
3 bottlenecks in vendor approval workflow identified. Sunita wants CXO presentation Jun 20. Need exec summary deck by Jun 15.
May 5, 2026
Business Notes
Referral Pipeline
Sunita referred GlobalTech & Bajaj Finserv. Vikram mentioned SBI Life. Referral reward: ₹5,000 gift voucher per confirmed project.
Jun 1, 2026
Pricing Update
From Jul 2026: Training day rate → ₹1,00,000. Consulting retainer → ₹75,000/mo. Coaching → ₹30,000/session.
May 15, 2026
Revenue — June
₹4.9L
vs ₹3.8L May
Sessions Delivered
12
+4 vs last month
Win Rate
64%
Proposals → deals
Avg Deal Size
₹1.7L
Up from ₹1.2L
Revenue by Service
Corporate Training₹2.8L (57%)
Strategy Consulting₹1.4L (29%)
Executive Coaching₹70K (14%)
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
Client Breakdown
14
Active
8
Prospects
11
Past Clients
5
Cold/Lapsed
June Goals
Revenue ₹6L target82%
Sessions (target 15)80%
New clients (target 5)60%
Recent Activity
Last 7 days
Session completed — Leadership Excellence Day 1 with L&T. NPS 4.6/5.
Jun 5, 2026 · 6:00 PM
Invoice sent — INV-2026-014 to Prakash Kumar / L&T for ₹80,000
Jun 5 · 7:30 PM
New lead — GlobalTech India referred by Sunita Reddy.
Jun 4 · 2:15 PM
Client meeting — Discovery call with Karthik Nair / Tata Consumer.
Jun 3 · 4:00 PM
Payment received — ₹2,20,000 from Sunita Reddy / Infosys BPM
Jun 2 · 11:00 AM
Deal won — HDFC Bank Sales Training ₹1,80,000 signed by Vikram Gupta.
Jun 2 · 3:45 PM
Follow-up overdue — Arjun Joshi proposal 2 days overdue.
Jun 1 · Auto-alert
This Week
Sessions delivered2
Follow-ups completed3
Invoices sent1
Overdue tasks2
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