Research brief and outreach draft ready for review.

4 active prospects, 2 awaiting approval.

Frontend-only agreement affordance for the future sale.order adapter.

Agenda drafted: referral volume, co-marketing.

GL + workers' comp review; quote package prepared.

Ohio producer license renews in 21 days.

Kickoff checklist prepared and ready for approval.

9 kickoff items prepared.

On track. 2 deliverables shipped, 1 in progress.

Frontend-only milestone affordance for the future project.milestone adapter.

Long-form draft ready for first edit.

3-week sequence targeting field-service operators.

Launch post introducing the Human + Machine workspace concept.

5-post thread connecting operations pain to workspace value.

Annual renewal; terms unchanged.

Statement of work, final language for sign-off.

Gathering signals before drafting outreach.

4-slide carousel showing before/after for Square One Foundry.

4 of 7 steps complete.

5 items active; stabilization focus.

First-touch email focused on quote turnaround.

Warm intro from Midwest SMB Alliance; reply drafted.

Two-carrier comparison with recommended option.

Short post on Human + Machine work for SMBs.

$4,500 · monthly engagement fee.

$2,800 · pilot setup.

Company profile, signals, and recommended angle.

Referral partner; 2 intros this quarter.

Light governance review for a new engagement.

Field services campaign teaser post — 1,240 impressions, 47 engagements.

Inflows, outflows, runway at a glance.

Shell shipped to preview.

All connected Tools healthy.