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Unknown

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Days remaining
177 days
Scheme start date
2/20/2026
Advisor
Kyle
Office
Nottingham - Atrium
Email
dominicbeadsworth308@gmail.com
Previous advisor
β€”
Business plan
Not Started
Website
β€”
Social media
β€”

Next Best Action

Start the Business Plan.

No business plan has been started yet.

RAG Status

Suggested: 🟑 Amber
Idea

Business Sector

Trades & Construction

Current Stage

Idea
Gateway Readiness0%

Days Until Gateway

No target set

Next Appointment

Not scheduled

Outstanding Actions

0

Last Contact

No record

Business Health Score

Planning0%
Finance0%
Marketing0%
Trading0%
Legal0%
Digital Presence0%
Confidence50%

Participant Journey

Click a milestone to see the notes, dates and evidence behind it.

  1. βœ“

    Referred on 13/08/2026.

  2. Status: Not Started.

    Status:
    Not Started
    Last updated:
    13/08/2026
    Document:
    None uploaded β€” see the Business Plan tab.
  3. 0% of the Gateway Readiness checklist complete.

  4. Not yet confirmed.

  5. Not yet applicable.

  6. Current status: Active.

  7. Not yet recorded.

Business Readiness Stage (internal tracking)

A separate, more granular stage advisors set manually β€” 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.

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