Who's working this client, and who owns the relationship
Phase timeline
Day-based schedule for this client
Tasks
Check off each task as your team finishes it — statuses and the dashboard update automatically
Notes
Timestamped — every note is logged with the date it was added
New client intake
Paste the reference sheet from the onboarding call below and Claude will pull out the client info automatically. You can still edit anything before adding.
Ads and Commercial Leads setup tasks only appear in the checklist if selected here.
All five phase due dates are calculated from this date.