• [x] Review active retainers before daily standup.
• [ ] Check overdue invoices before finance sync.
• [ ] Move active projects through the Delivery Board.
• [ ] Update the Weekly Scoreboard every Monday.
  • [ ] Capture client notes inside Meetings.
• [ ]
  • [ ] Monitor renewal risk in Client Operations.
    • [ ] Review team capacity before assigning new work.

Agency command center for delivery, finance, and weekly operations.

Start Here

• Review Weekly Scoreboard every Monday.
• Check Active Retainers before client standups.
• Move work through the Delivery Board.
• Follow up on any invoice in Unpaid.

Core Areas

Client Operations

• Client health
• Meeting cadence
• Retainer value
• Renewal risk

Delivery

• Project stage
• Owner workload