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Max SE
- Days remaining
- 364 days
- Scheme start date
- 7/9/2026
- Advisor
- Kyle
- Office
- Nottingham
- kyle.meadows@maximusuk.co.uk
- Previous advisor
- —
- Business plan
- Complete
- Website
- —
- Social media
- —
Next Best Action
Upload evidence of trading.
Trading has started but no evidence has been uploaded to the vault.
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 09/07/2026.
No appointment logged yet.
- Status:
- Log the first appointment on the Appointment History tab.
- ✓
Completed 10/07/2026.
88% 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 Trading since 7/9/2026.
- ✓
- ✓
- ✓
- ✓
- ✓
- ✓
- 7
- 8
- 9
- 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
- £971.00 (2026-06 & 2026-07)
- Current eligibility
- NGSE (2 Month Average)
- Marked GSE / Claim Closed
- —
Eligible for NGSE (2 Month Average) Trading Start
Two-month average net profit of £971 across 2026-06 and 2026-07 meets the £881 threshold.
- Month 1 Net Profit
- £1,089.00
- Month 2 Net Profit
- £853.00
- Date Eligible
- 09/07/2026
Confirm below if a Trading Start should be created.
No status changes recorded yet.
Gateway Assessment
Readiness checklist, key dates and advisor notes ahead of the Gateway decision.
Gateway Readiness
88%- 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
75%- Trading Consistently
- Income TrendNot yet (auto)
- Hours Worked Adequate
- Evidence UploadedNot yet (auto)
- Invoices AvailableMet (auto)
- Bank Statements Provided
- Customer Base Established
- Business Sustainable
Supporting Evidence
No evidence uploaded yet — add supporting documents on the Evidence Vault tab.
Requested
£199.00
Approved
£0.00
Received
£0.00
Remaining
£0.00
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
£2,200.00
Total expenses
£231.00
Total mileage
£27.00
Net profit
£1,942.00
Income Analytics
Average monthly profit
£971.00
Highest month
£1,089.00
Lowest month
£853.00
Total cumulative profit
£1,942.00
| Month | Date submitted | Income | Expense | Miles | Mileage | Net Profit | Source | Status | |
|---|---|---|---|---|---|---|---|---|---|
| Jul 2026 | 09/07/2026 | £1,000.00 | £120.00 | 60 | £27.00 | £853.00 | Participant Portal · | Awaiting review | |
| Jun 2026 | 10/06/2026 | £1,200.00 | £111.00 | — | £0.00 | £1,089.00 | Participant Portal | Awaiting review |
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 Kyle's current stage and progress.