The monthly operating board for every account we run. Pick the client from the dropdown, pick the month, and everything that account is owed is one screen: deliverables, due dates, blockers, seasonal playcalls, and the receipts. Built to hold five territories today and a hundred tomorrow.
A CrowdBoost robot checks the inbox every morning. The moment Clover sends a monthly report, or Alex or Drew send an ads report, or we send a Google Ads report to a Brothers Gutters owner, the link lands here automatically for everyone, filed to the right client and month. You can also attach anything by hand below.
Clover’s report covers the month prior and lands with every client by the 7th, so every strategy session mid-month starts from numbers, not vibes. Weekly Friday recaps mean no owner ever wonders what their ad spend did. If the first ten days go clean, the month is already won — everything after is compounding.
| Workstream | Ships it | Approves | Escalation if stuck |
|---|---|---|---|
| Graphic posts (5/mo) | Design team | Perry and Julian, then owner | Nycolle chases approvals after 48 hours |
| Newsletter + Service Bridge email | Email team | Perry and Julian, then owner | Nycolle chases; Perry calls if it risks the 18th |
| Website maintenance | Web team | Internal QA | Savannah reviews anything that fails checks |
| SEO: on-page, local, content | Lexis + Savannah | Savannah | Perry only if access is the blocker |
| Google Ads + Friday recaps | Alex + Drew (CrowdBoost ads) | Perry and Julian monthly | Alex + Drew own it; Nycolle chases — the recap never skips |
| Monthly report (prior month) | Clover sends | Perry and Julian | Out by the 7th to every client, no exceptions |
| Strategy session | Nycolle schedules | Perry presents | Never floats unscheduled past mid-month |
Every closed month is kept, for every client. Open the War Room for the month-by-month history — that record is the renewal pitch and the 90-day evaluation answer when each territory comes up.