Business / Overview
Jun 11, 2026 Demo
Updated Jun 11, 2026
Overview
Business at a glance
3
Active Clients
5
Automations Running
$950
MRR Locked
↑ from $750 last month
1
Exception
What's Next
4 items
Follow-up
Send kick-off summary to Summit Strategy
Summit Strategy · Due today
Review
Check monthly report output for Harlow & Co
Harlow & Co · Jun 12
Invoice
Update retainer amount for Elevation Group
Elevation Group · Jun 15
Automation
Investigate 2 skipped records in CRM sync
Harlow & Co · Flagged
In Flight
3 projects
Harlow & Co
CRM Integration
Live · Running
Scope
Build
Test
Deploy
Live
Lead intake syncing to HubSpot
Deal stage updates running nightly
Elevation Group
Reporting Dashboard
Testing · In progress
Scope
Build
Test
Deploy
Live
Data pipeline connected
Client sign-off on layout
Summit Strategy
Onboarding Automation
Build · Just started
Scope
Build
Test
Deploy
Live
Discovery call complete
Welcome sequence drafted
Internal & client messaging
Chat
Conversations with your team and clients
Clients
HC
Harlow & Co
Sounds great, thanks!
EG
Elevation Group
Can we push the call to Thu?
SS
Summit Strategy
Discovery notes attached
Team
GEN
General
Sam: heading out at 5
HC
Harlow & Co
Client · CRM Integration
Jun 9
HC
Marcus (Harlow)9:14am
Hey — just wanted to check in on the CRM sync. We had a few leads come in over the weekend and want to make sure they got pulled through correctly.
AM
Alex Morgan9:31am
Good timing — I just pulled the logs. 14 new leads processed between Friday 5pm and Monday 8am, all mapped correctly to your pipeline stages.
HC
Marcus (Harlow)9:35am
Perfect. One of them came in via the new landing page — does that route to the same place?
AM
Alex Morgan9:48am
Yes — the form source tag maps to a "Website — Landing Page" entry in HubSpot. You'll see it labeled differently in the pipeline but it feeds into the same process.
Jun 10
HC
Marcus (Harlow)2:07pm
Sounds great, thanks!
Message Harlow & Co...
3 active projects
Projects
Build progress and milestone tracking
1
Live
1
In Build
1
Scoping
5/7
Milestones Done
All Projects
3
Harlow & Co
CRM Integration
Live · Fully deployed
Scope
Build
Test
Deploy
Live
Lead intake syncing to HubSpot
Deal stage updates running nightly
Client signed off — May 14
Elevation Group
Reporting Dashboard
Testing · In progress
Scope
Build
Test
Deploy
Live
Data pipeline connected
3 report templates built
Client sign-off on layout
Summit Strategy
Onboarding Automation
Build · Just started
Scope
Build
Test
Deploy
Live
Discovery call complete
Welcome sequence drafted
Slack integration scoped
Billing & revenue
Invoices
Business — Jun 2026
$3,800
Outstanding
$0
Overdue
$6,000
Received MTD
$9,800
Total YTD
All Invoices
5
Status
Client
Invoice #
Date
Amount
Paid
Harlow & Co
Setup — CRM Integration
INV-001
May 1, 2026
$3,200
Paid
Elevation Group
Setup — Reporting Dashboard
INV-002
May 15, 2026
$2,800
Sent
Summit Strategy
Setup — Onboarding Automation
INV-003
Jun 1, 2026
$3,800
Retainer
Harlow & Co
Monthly support & updates
INV-004
Jun 1, 2026
$450/mo
Retainer
Elevation Group
Monthly support & updates
INV-005
Jun 1, 2026
$500/mo
Business
Team
People and roles
3
Members
3
Clients Served
6
Projects Managed
5
Open Tasks
Members
3
AM
Alex Morgan
Operations Director
Admin
JC
Jamie Chen
Automation Specialist
Member
SR
Sam Rivera
Client Success
Member
Harlow & Co
CRM Integration
Live · Fully deployed
Phase Progress
Scope
Build
Test
Deploy
Live
Started
Apr 1, 2026
Delivered
May 14, 2026
Setup fee
$3,200
Milestones
Lead intake form connected to HubSpot CRM
Deal stage updates syncing nightly at 11pm
Contact deduplication logic built and tested
Client UAT passed — May 12
Signed off and handed over — May 14
Tasks
✓
Map HubSpot field schema to intake form
Jamie Chen · Done
✓
Build deduplication logic (email + phone)
Jamie Chen · Done
✓
Run QA pass — 50 test submissions
Alex Morgan · Done
Automations
Lead Intake
Deal Pipeline Sync
Notes
312 leads processed in the first 30 days. Client reported a 40% reduction in manual data entry. Running smoothly — no issues flagged since go-live.
Elevation Group
Reporting Dashboard
Testing · In progress
Phase Progress
Scope
Build
Test
Deploy
Live
Started
May 10, 2026
Est. delivery
Jun 20, 2026
Setup fee
$2,800
Milestones
Data pipeline connected to Google Sheets source
3 report templates built (revenue, leads, activity)
Client sign-off on layout and chart style
Automated weekly email delivery configured
Tasks
✓
Connect Sheets data source and validate columns
Jamie Chen · Done
✓
Build revenue and lead volume report templates
Jamie Chen · Done
Prepare walkthrough for client review call
Alex Morgan · Due Jun 13
Address feedback on chart colors and layout
Jamie Chen · Pending client notes
Automations
Monthly Reporting
Notes
Client requested a plain-text summary email alongside the dashboard view. They want the first email to go out on the 1st of each month, no later than 8am. Flagged for Jamie to configure once layout is approved.
Summit Strategy
Onboarding Automation
Build · Just started
Phase Progress
Scope
Build
Test
Deploy
Live
Started
Jun 2, 2026
Est. delivery
Jul 5, 2026
Setup fee
$3,800
Milestones
Discovery call complete — Jun 4
Welcome email sequence drafted (3 emails)
Slack channel structure mapped
Client walkthrough call scheduled
Tasks
✓
Run discovery call and document requirements
Alex Morgan · Done
Draft welcome email sequence — emails 1, 2, 3
Jamie Chen · Due Jun 14
Map Slack workspace and channel naming structure
Jamie Chen · Due Jun 16
Schedule walkthrough call with Summit team
Alex Morgan · Due Jun 12
Automations
Client Onboarding
Notes
Summit wants the first welcome touchpoint to fire within 5 minutes of a new client signing. They're also asking about a Slack bot for internal task reminders — scoped as a possible add-on, not in current contract.
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