Tattoo
- Days remaining
- 130 days
- Scheme start date
- 1/4/2026
- Advisor
- In Work
- Office
- Nottingham - Atrium
- —
- Previous advisor
- —
- Business plan
- Not Started
- Website
- —
- Social media
- —
Next Best Action
Start the Business Plan.
No business plan has been started yet.
RAG Status
Business Sector
Current Stage
Days Until Gateway
Next Appointment
Outstanding Actions
Last Contact
Business Health Score
Status
Business plan document (optional)
Participant Journey
Click a milestone to see the notes, dates and evidence behind it.
- ✓
Referred on 13/08/2026.
Status: Not Started.
- Status:
- Not Started
- Last updated:
- 13/08/2026
- Document:
- None uploaded — see the Business Plan tab.
- ✓
Gateway Completed 13/08/2026 — outcome: GSE.
- ✓
Trading Start confirmed 13/08/2026 (GSE).
- –
Not required — supported by the same advisor throughout.
- ✓
In Work Tracking since 13/08/2026.
Not yet recorded.
Business Readiness Stage (internal tracking)
A separate, more granular stage advisors set manually — feeds the Business Health Score and Next Best Action suggestions elsewhere in the CRM. The Participant Journey above is the primary view of where this participant stands.
Currently at Idea since 8/13/2026.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Trading Start
Needs Attention- An IWT review is overdue or has never been logged.
- Trading Start Date
- 13/08/2026
- Reason
- Gainfully Self Employed (GSE)
- Trading Start Advisor
- Kyle
- Assigned IWT Advisor
- Kyle
- Date transferred to IWT
- 13/08/2026
- Evidence / Notes
- See Iconi
In Work Tracking
- IWT Start Date
- 13/08/2026
- Months since TS
- 0
- Months remaining
- 6
- Current IWT Advisor
- Kyle
- Outcome Due Date
- 13/02/2027
- Next Review Date
- Not yet scheduled
Outcome
Status History
Full record of case-management status changes, most recent first.
- Trading Start→In Work Tracking
13/08/2026, 14:18:40 — Kyle
- Active→Trading Start
13/08/2026, 14:18:39 — Kyle
Trading Start created (GSE).
Gateway Readiness
An advisor preparation checklist ahead of the participant's Universal Credit Gateway appointment — this is not an official decision. UC alone decides GSE or NGSE.
- Trading Consistently
- Positive Income TrendAuto
- Hours Worked Adequately
- Evidence UploadedAuto
- Invoices Available
- Customer Base Established
- Business Appears Sustainable
- Expected To Make A Profit
Readiness Progress
75%Supporting Evidence
No evidence uploaded yet — add supporting documents on the Evidence Vault tab.
Gateway Booking
Gateway target date
Not set — edit the participant to add one.
Requested
£0.00
Approved
£0.00
Received
£0.00
Remaining
£0.00
No funding records yet.
Populated automatically from the client income tracker (matched by email) — one entry per calendar month. Submitting a new entry for a month that already has one replaces it.
Total income
£0.00
Total expenses
£0.00
Total mileage
£0.00
Net profit
£0.00
Income Analytics
Average monthly profit
£0.00
Highest month
—
Lowest month
—
Total cumulative profit
£0.00
Profit since Trading Start
£0.00
No income tracker entries yet.
No income tracker entries yet. Make sure this participant's Email is set on the profile so the tracker can match their submissions.
Digital Presence Completion
0%Platforms marked “Not Needed” count as complete — advisors aren't penalised for businesses that genuinely don't need a given platform.
No evidence uploaded yet.
Ongoing actions
No ongoing actions.
History
No completed actions yet.
No appointments logged yet.
AI Self Employment Assistant
Tailored to IAN W (Gaz)'s current stage and progress.