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Good morning, Sarah.

5 new client intakes this week. 3 clients still owe documents. 2 initial reviews on the calendar today.

New intakes this week

2 more than last week

Acknowledged within 1hr

100%

Auto-sent to all 5

Documents outstanding

2 chasing, 1 partial

Reviews booked

4 / 5

80% conversion to call

This week's intakes

Client	Services	Submitted	Status	Contact
Linden Pottery Ltd NOR-K4F9X2 · Mon	Annual accounts, VAT, Bookkeeping	2 days ago	Documents in	Emma Linden 07700 900 142
Greenway Joinery Ltd NOR-K5G2P1 · Mon	Annual accounts, Corporation tax, Payroll	2 days ago	Review booked	Daniel Greenway 07700 900 218
Tanaka Coaching	Self assessment, Advisory	3 days ago	Documents chasing	Yui Tanaka 07700 900 884
Stoneford Bakery	Annual accounts, VAT, Payroll, Management accounts	4 days ago	Review booked	James Stoneford 07700 900 451
Halcyon Studios NOR-K6E5L8 · Today	Self assessment, Bookkeeping	26 minutes ago	Acknowledged	Olivia Brewer 07700 900 309

Document collection

Tanaka Coaching

Self assessment · Last reminder: 2 days ago

Overdue

2 of 6 received

Halcyon Studios

Self assessment, Bookkeeping · Awaiting first reminder

Day 1

0 of 5 received

Mortram Logistics Ltd

Annual accounts · Reminder scheduled for tomorrow

Partial

3 of 5 received

Linden Pottery Ltd

Annual accounts, VAT, Bookkeeping · All in

Complete

8 of 8 received

Activity feed

📋

26m ago

New intake — Halcyon Studios (Olivia Brewer). Acknowledgement sent.

📎

2h ago

Documents complete — Linden Pottery Ltd submitted final VAT records.

📅

5h ago

Initial review booked — Stoneford Bakery (James Stoneford) for Thursday 10am.

🔔

Yesterday

Reminder sent — Tanaka Coaching, 2nd document chase. No response yet.

📅

Yesterday

Initial review booked — Greenway Joinery Ltd (Daniel Greenway) for Friday 2pm.

📋

2 days ago

New intake — Linden Pottery Ltd. Document checklist sent automatically.