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0
- Days remaining
- 29 days
- Scheme start date
- 8/8/2025
- Advisor
- Kyle
- Office
- Nottingham
- —
- 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 08/07/2026.
No appointment logged yet.
- Status:
- Log the first appointment on the Appointment History tab.
Status: Not Started.
0% of the Gateway checklist complete.
Not yet confirmed.
Not yet applicable.
Current status: Active.
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 7/8/2026.
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- 3
- 4
- 5
- 6
- 7
- 8
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- 10
No Trading Start recorded yet. Once one is created, this participant moves into In Work Tracking and is assigned to an IWT advisor.
Trading Start eligibility
- Current two month average
- Not enough data yet
- Current eligibility
- Not yet eligible
- Marked GSE / Claim Closed
- —
Status History
Full record of case-management status changes, most recent first.
- Active
08/07/2026, 13:42:42 — system
Backfilled when Trading Start / IWT / Outcome tracking was introduced.
Gateway Assessment
Readiness checklist, key dates and advisor notes ahead of the Gateway decision.
Gateway Readiness
0%- Business PlanAuto
- HMRC RegistrationAuto
- UTRAuto
- InsuranceAuto
- Business Bank AccountAuto
- WebsiteAuto
- Evidence UploadedAuto
- Trading StartedAuto
- Market Research
- Competitor Analysis
- Pricing
- Cashflow Forecast
- Marketing Plan
- Branding
- Social Media
- Invoices Available
Dates
Gateway target date
Not set — edit the participant to add one.
Gainful Decision
Evidence, outcome and sign-off for the Gainful Self Employment decision.
Gainful Readiness Evidence
0%- Trading Consistently
- Income TrendNot yet (auto)
- Hours Worked Adequate
- Evidence UploadedNot yet (auto)
- Invoices AvailableNot yet (auto)
- Bank Statements Provided
- Customer Base Established
- Business Sustainable
Supporting Evidence
No evidence uploaded yet — add supporting documents on the Evidence Vault tab.
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
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%No evidence uploaded yet.
Ongoing actions
No ongoing actions.
History
No completed actions yet.
No appointments logged yet.
AI Self Employment Assistant
Tailored to Linda's current stage and progress.