Management Overview

Tuesday 19 May 2026 ยท 2026-05

Salesforce Connected
Total Team
7
Targets Set
0
SF Connected
Yes
Diary Data
0 live

Advisers

3
TH
Tom Hitchcock
Adviser
MC
Mike Cooke
Adviser
JT
Jordan Tomlinson
Adviser

Coordinators

3
JM
Jess Matthews
Coordinator
JK
Joanne Kirk
Coordinator
EM
Emily Moors
Coordinator

Marketing

1
JM
Joanne Mitchell
Marketing
Adviser Dashboard

Written & paid business, pipeline, calls

Coordinator Dashboard

Appointments, tasks, client calls

Marketing Dashboard

Campaigns, leads, Trustpilot reviews