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Add Client
Business Name
Website
Contact Name
Status
Lead
Active
Paused
Churned
Contact Email
Contact Phone
Notes (access info location, anything else)
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Staff Member
Name
Role
Pay Type
Hourly
Salary
Pay Rate
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Their Customer
Name
Contact Info
Notes
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Work Item
Description
Type
Status
Not Started
In Progress
Awaiting Client Approval
Submitted
Complete
AI Task Type (optional — enables the Generate button)
None
Due / Frequency
Delivery Info
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Onboarding Item
Description
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Log Meeting
Date
What Was Discussed
Outcome
This outcome is recurring work
What's the recurring task
Type
Frequency
Weekly
Biweekly
Monthly
AI Task Type (optional — enables the Generate button)
None
Start Date
End Date (optional)
Delivery Info
Billing Amount
Billing Frequency
Per Task
Weekly
Monthly
Leaving End Date blank sets it through Dec 31 of this year — you'll get a renewal reminder starting mid-November.
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Automation Setup
Task Type
Instructions (exactly how to do this, for this client)
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