Here's where your agency stands this morning. Six things need you, and I've pulled them to the top.
- ALoyalty Plumbing — July reportAda drafted it with the month's numbers
- AVerde Landscaping — 4 ad creativesGo live Monday if approved
- RHarbor Dental — follow-up nudgeReid drafted it; proposal opened twice
Sales. Reid is close on Summit Roofing — they signed yesterday, so I've handed it to Ada to start onboarding. Harbor Dental has opened your proposal twice without replying, so Reid drafted a nudge. The Bristol roofing list is ready when you want to work it.
Delivery. Ada has 12 projects running across 5 clients, all on track except Riverside HVAC — still waiting on Twilio access from the client, six days now. Two deliverables are ready for your review, both above.
Growth. June finished the Ridgeline case study from last month's results and flagged that Loyalty's numbers are strong enough for another one. The Local Service Starter offer is built and Reid's already using it in the Bristol pitches.
The one thing I'd not let slip: Riverside's access. Nothing's been delivered or billed there in six days, and it won't move until the client acts. Want me to have Reid's contact chase it, or draft it yourself?
Milo coordinates your team and never sends anything to a client without your approval.