Leland's Seven Stewardship Principles — Church Stewardship Program

A partnership with Leland Rubin, creator of the Seven Stewardship Principles, and Allan Bell - CPA, CMA, MBA, Nsites founder and creator

People & Follow-up

Follow-up pipeline: owner assignment, SLA status, age in days and care signals. Changes here are local to this prototype session.

Sample Community Church · Atlanta, GA

Demo data

Open records

6

Overdue (text-labelled below)

3

Unassigned

2

Follow-up pipeline board

Owner and SLA status are editable in this prototype; nothing is sent to a live system.

NameStageCare signalAge (days)OwnerSLA status
Guest 4821First-time guestRequested prayer1 (overdue)
Overdue
Guest 4822Returning guestNone noted0
Due today
Guest 4823First-time familyInterested in children's ministry0
On track
Guest 4824First-time guestFinancial stress mentioned3 (overdue)
Overdue
Guest 4825Returning guestNone noted0
Contacted
Guest 4826Repeat visit — 3rd timeAsked about membership4 (overdue)
Overdue

Follow-up notes

Notes recorded against each record, where present.

Guest 4821

J. Bell · YesterdayLeft voicemail, will retry today.

Guest 4824

System · 3 days agoNo owner assigned since check-in.