Taya Pro Consulting · Practice
Client pipeline
Every prospect and client, the stage they are actually at, the next action owed and a direct link into their portal file. Stages are read from the record — sessions booked, sessions held, notes filed — not typed by hand.
Add a prospect
Whole pipeline
Nobody here yet. Add a prospect above, or run intake from onboarding.
Consultants: 25 specialists available. Bookings, notes and disclosures are recorded on the practice desk.