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Client operations
Every client, every SOP, and what's actually on your plate today.
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Paperboy
Mentions
Nobody's tagged you yet.
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Show on this dashboard
Viewing as
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Across {{ work.blurbClients }}.{{ work.blurbTail }}
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{{ work.pendingCount }} {{ work.pendingLabel }} Review →
Your next task {{ work.next.blockLabel }} {{ work.next.due }}
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{{ work.next.phaseLabel }} · {{ work.next.sopProgress }} {{ work.next.clientInitials }} {{ work.next.client }}
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Your next two weeks
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Open work by client
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Where each client stands
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{{ g.title }} {{ g.cadence }} · {{ g.countLabel }} {{ g.dueLabel }}
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{{ r.title }}
{{ r.clientInitials }} {{ r.client }} / {{ r.sop }} / {{ r.blockLabel }} / {{ r.progLabel }}
{{ r.chaseLabel }} → {{ r.due }}
{{ r.title }} {{ r.client }} {{ r.due }}
Waiting on the client {{ work.rail.waitingLabel }}
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Your recurring rhythm
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{{ i.title }} {{ i.clients }}
Who's carrying what
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Agency
Every client at once — where each one stands, what's slipping, and who's carrying it.
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{{ c.name }} {{ c.newsletter }} · {{ c.day }}
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Next: {{ c.next }}
{{ c.late }} missed {{ c.waiting }} {{ c.open }} open
Missed deadlines by owner All active clients
No missed deadlines currently recorded.
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{{ p.clientFacing }} client-facing · {{ p.internal }} internal
Needs attention {{ agency.riskLabel }}
Nothing is late across the portfolio.
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Load across the team
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Starting in the next two weeks
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Running late
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Nothing left on this list. Head back to your work.
Pending
Proposed from the call transcript. Nothing here is live until you approve it — each one shows the line it came from.
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Nothing waiting on you. Proposals land here after the Tuesday call.
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{{ p.assigneeLabel }} · · {{ p.sourceTag }} call
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Insights
The things we worked out on calls that were never tasks — how something actually behaves, a rule we agreed on, an idea for one of our tools, a question worth an answer on file. Each one shows the line it came from.
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{{ n.kindLabel }} · kept
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Team
When each person last had the app open. Green = today, amber = a day behind, red = two or more days (or never).
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Activity
Every change across the team — what got completed, what moved, and what people said about it.
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{{ r.who }} {{ r.verb }} {{ r.title }}assistant
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SOP library
Every process we run, independent of any client. Browse them here; to actually use one, apply it to a client from New client.
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{{ t.title }} {{ t.owner }} {{ t.meta }}
Skills
The Claude skills our SOPs run on. Download one, add it in Settings → Customize → Skills, then start a new chat — an already-open chat won't see it.
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Other Tools
Everything the team uses that lives outside this app.
New client
A standard engagement includes everything below — untick anything this client isn't getting. Dates count from kickoff and can be moved afterwards.
Platform
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What gets created
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{{ p.range }} {{ p.title }} {{ p.count }}
{{ clientCountLabel }} {{ clientScopeLabel }}
{{ client.initials }}
{{ client.name }}
{{ client.newsletter }}
Owner {{ clientMenu.ownerLabel }}
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{{ client.doneLabel }} {{ client.lateLabel }}
{{ client.pctLabel }} complete
{{ client.doneLabel }} {{ client.lateLabel }}
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{{ client.platform }} · {{ client.offer }} · Kickoff {{ client.kickoff }} · Day {{ client.day }} · {{ client.fbBudgetLabel }} · {{ client.slBudgetLabel }}
{{ client.doneLabel }} / {{ client.lateLabel }} {{ l.label }} ↗ ↓ {{ l.label }}
Deliverables
Removing one hides its SOPs and takes them out of progress — nothing is deleted, so you can add it back.
Task list {{ client.sopCountLabel }}
Zoom
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{{ r.chev }} {{ r.title }} {{ av.initials }} {{ r.owner }}
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In progress Complete Not started Recurring {{ timeline.todayLabel }}
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{{ k.initials }} {{ k.owner }} {{ k.due }}
{{ r.title }} {{ r.owner }} {{ r.status }} {{ r.date }}
These came over from Notion but aren't in the Growth template — they're the retired funnel-optimization work the rewritten onboarding SOP replaced. Kept here rather than deleted; they don't count toward progress.
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{{ av.initials }} +{{ s.avatarExtra }} {{ s.owner }} / {{ s.window }} / {{ s.state }} / {{ s.blockedLabel }}
{{ s.count }} {{ s.chev }}
{{ g.name }} {{ g.note }}
{{ t.title }} {{ t.owner }} {{ t.countLabel }} {{ t.due }}
{{ t.title }} {{ t.owner }} ⧖ {{ t.cadence }} · {{ t.occLabel }} {{ t.readLabel }} {{ t.commentCount }} {{ t.due }}
Read the SOP →
Notion tracks this as one item rather than individual tasks, so the steps below are the template's — not this client's recorded state. Check them off here and the app becomes the record.
Marked complete from this client's finished audit / discovery period, the SOP onboarding replaced.
No tasks came through in the Notion import, so there's nothing to check off — it runs as one continuous piece of work.
Running late
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Start typing. Everything matches as you go — client names, SOPs, individual tasks, and people.
Nothing matches that.
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Ask about this work
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Your chats
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Ask me anything about a client (type @ to pick one), or about the client and task you're on. I can also change things: mark steps done, archive work you've decided to skip.
Thinking…
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{{ open.owner }} {{ open.owner }} / {{ open.due }} / {{ open.subCount }} / {{ open.statusLabel }} / Skipped — not needed
Loading…
No changes recorded yet — this starts tracking from here forward.
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⧖ {{ t.waitText }}
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No written SOP in Notion — the task is self-explanatory.
Original in Notion ↗
Comments
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