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Client Pipeline

Finance

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This week · at a glance
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Ad Accounts

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Team Settings

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Recurring Tasks

Daily Completion Tracking

Activity Log

Permission Legend

Tasks — Create & edit tasks
Clients — View client data
Add Clients — Create new clients
Delete Clients — Remove clients
Financials — View MRR, ad spend
Ad Accounts — Ad performance & spend
Team Management — Manage team members
Forms — lead-gen form builder

Templates & Onboarding

These control the work auto-generated for clients. Onboarding templates and the checklist fire when a client is created; deliverable templates generate recurring monthly tasks. Edits here are global and apply to every client on that tier.

Onboarding Checklist

The setup checklist shown on each client's Overview. Separate per tier; health scoring uses the count.

Onboarding Task Templates

Tasks auto-created when a new client is added. A template set to "Only when…" waits for the client's Launch Brief instead, and is created when the brief is confirmed with that answer.

Deliverable Templates

Recurring monthly work auto-generated for active clients. Separate lists per tier — a client only receives its own tier's deliverables.

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