Student ID · ishaan-joshi

Ishaan Joshi

LostLowOn track

Canada · University of Waterloo · Master of Civil Engineering

Neha Rao Lost Active 12 minutes ago Follow-up 5 hours ago

Call WhatsApp Email

Application stage

Lost

Caesar score

68/100

Open tasks

Missing documents

Next follow-up

5 hours ago

Student profile

Contact, destination, ownership and acquisition context

ishaan.joshi@email.com

Phone

+91 99754 66309

Location

Hyderabad, India

Assigned counsellor

Neha Rao

University

University of Waterloo

Intake

Feb 2027

Lead source

Instagram

Priority

Low

Academic profile

Eligibility, language readiness and experience

Education

Undergraduate profile collected during counseling

GPA / Percentage

Above target threshold

English proficiency

Pending final verification

Backlogs

To be confirmed

Work experience

Not recorded

Counsellor notes

Academic details are ready for counselor review.

Student timeline

Every milestone and interaction in one chronological record

WhatsApp reply received

Message

Student shared English score and confirmed target intake.

12 minutes ago

Caesar summary refreshed

Ai Summary

Profile fit, document readiness, and next action were updated.

18 minutes ago

Task created

Task

Review university shortlist

1 hour ago

Task created

Task

Confirm funding documents

1 hour ago

Task completed

Task

Send intake timeline

1 hour ago

Counseling session scheduled

Meeting

Assigned to Neha Rao for destination planning.

1 hour ago

Verified document

Document

Passport

2 hours ago

Uploaded document

Document

Resume

2 hours ago

Verified document

Document

Bachelor marksheets

2 hours ago

Uploaded document

Document

Financial documents

2 hours ago

Academic document uploaded

Document

Transcript package was added to the student workspace.

2 hours ago

Pipeline stage updated

Status Change

Moved to Lost.

4 hours ago

Counselor note added

Note

Family budget and preferred destination path were recorded.

4 hours ago

Appointment scheduled

Meeting

University shortlisting session

5 hours ago

Follow-up call completed

Message

Counsellor confirmed budget, intake preference, and parent availability.

5 hours ago

Application checklist emailed

Message

Student received the personalised document and admissions checklist.

Today at 9:17 am

Lead created

Status Change

Student entered Meridian OS from Instagram.

Today at 4:07 am

Appointment completed

Meeting

Initial discovery call

4 days ago

Tasks

Owned follow-ups and student operations work

Review university shortlist

High

Unassigned · Due Today at 9:22 pm · Open

Confirm funding documents

Medium

Unassigned · Due Tomorrow at 5:22 pm · Open

Send intake timeline

Low

Unassigned · Due 3 hours ago · Completed

Documents

4 available · 4 missing

Communication

Calls, WhatsApp, email and internal context

Add internal note

Visible to your consultancy team

WhatsApp reply received

Student shared English score and confirmed target intake.

12 minutes ago

Counseling session scheduled

Meeting

Assigned to Neha Rao for destination planning.

1 hour ago

Counselor note added

Note

Family budget and preferred destination path were recorded.

4 hours ago

Appointment scheduled

Meeting

University shortlisting session

5 hours ago

Follow-up call completed

Call

Counsellor confirmed budget, intake preference, and parent availability.

5 hours ago

Application checklist emailed

Student received the personalised document and admissions checklist.

Today at 9:17 am

Appointment completed

Meeting

Initial discovery call

4 days ago

Appointments

Upcoming and completed counselling sessions

University shortlisting session

Scheduled

5 hours ago · Neha Rao

Prepare Canada shortlist and scholarship options.

Initial discovery call

Completed

4 days ago · Neha Rao

Student is ready to compare programs and timelines.

Ownership

Current workspace responsibility

Neha Rao

Canada specialist

Caesar

Student intelligence engine

Needs review

Student profile

Ishaan Joshi

Canada · Master of Civil Engineering

Score

68/100

Conversion

64%

Profile completeness

56%

Based on core fields and documents

Intent strength

MEDIUM

Stage and recent activity

Sentiment

POSITIVE

Latest communication signal

Student summary

Ishaan is a promising fit for Canada Master of Civil Engineering with Above target threshold and Pending final verification. The next counselor action should focus on shortlist confidence, document completion, and Feb 2027 readiness.

Recommended next action

Run document readiness review

Resolve SOP before the next submission milestone.

Risk alerts

SOP not started

Statement of Purpose is still requested and may slow applications.

AI insights

Academic readiness is strong

Above target threshold and Pending final verification support the current destination path.

Intent signals are active

Current stage is Lost with recent workspace activity.

Document readiness needs attention

1 required document group need follow-up.

Suggested follow-up

Hi Ishaan, I reviewed your Canada profile and mapped the next steps for Master of Civil Engineering. Could we do a quick planning call today to review your shortlist and pending documents?

Send via WhatsApp

Missing documents

SOP

WhatsApp Email

Student profile

Contact, destination, ownership and acquisition context

ishaan.joshi@email.com

Phone

+91 99754 66309

Location

Hyderabad, India

Assigned counsellor

Neha Rao

University

University of Waterloo

Intake

Feb 2027

Lead source

Instagram

Priority

Low

Academic profile

Eligibility, language readiness and experience

Education

Undergraduate profile collected during counseling

GPA / Percentage

Above target threshold

English proficiency

Pending final verification

Backlogs

To be confirmed

Work experience

Not recorded

Counsellor notes

Academic details are ready for counselor review.

Student timeline

Every milestone and interaction in one chronological record

WhatsApp reply received

Message

Student shared English score and confirmed target intake.

12 minutes ago

Caesar summary refreshed

Ai Summary

Profile fit, document readiness, and next action were updated.

18 minutes ago

Task created

Task

Review university shortlist

1 hour ago

Task created

Task

Confirm funding documents

1 hour ago

Task completed

Task

Send intake timeline

1 hour ago

Counseling session scheduled

Meeting

Assigned to Neha Rao for destination planning.

1 hour ago

Verified document

Document

Passport

2 hours ago

Uploaded document

Document

Resume

2 hours ago

Verified document

Document

Bachelor marksheets

2 hours ago

Uploaded document

Document

Financial documents

2 hours ago

Academic document uploaded

Document

Transcript package was added to the student workspace.

2 hours ago

Pipeline stage updated

Status Change

Moved to Lost.

4 hours ago

Counselor note added

Note

Family budget and preferred destination path were recorded.

4 hours ago

Appointment scheduled

Meeting

University shortlisting session

5 hours ago

Follow-up call completed

Message

Counsellor confirmed budget, intake preference, and parent availability.

5 hours ago

Application checklist emailed

Message

Student received the personalised document and admissions checklist.

Today at 9:17 am

Lead created

Status Change

Student entered Meridian OS from Instagram.

Today at 4:07 am

Appointment completed

Meeting

Initial discovery call

4 days ago

Tasks

Owned follow-ups and student operations work

Review university shortlist

High

Unassigned · Due Today at 9:22 pm · Open

Confirm funding documents

Medium

Unassigned · Due Tomorrow at 5:22 pm · Open

Send intake timeline

Low

Unassigned · Due 3 hours ago · Completed

Documents

4 available · 4 missing

Communication

Calls, WhatsApp, email and internal context

Add internal note

Visible to your consultancy team

WhatsApp reply received

Student shared English score and confirmed target intake.

12 minutes ago

Counseling session scheduled

Meeting

Assigned to Neha Rao for destination planning.

1 hour ago

Counselor note added

Note

Family budget and preferred destination path were recorded.

4 hours ago

Appointment scheduled

Meeting

University shortlisting session

5 hours ago

Follow-up call completed

Call

Counsellor confirmed budget, intake preference, and parent availability.

5 hours ago

Application checklist emailed

Student received the personalised document and admissions checklist.

Today at 9:17 am

Appointment completed

Meeting

Initial discovery call

4 days ago

Appointments

Upcoming and completed counselling sessions

University shortlisting session

Scheduled

5 hours ago · Neha Rao

Prepare Canada shortlist and scholarship options.

Initial discovery call

Completed

4 days ago · Neha Rao

Student is ready to compare programs and timelines.

Ownership

Current workspace responsibility

Neha Rao

Canada specialist