Maya Chen
Owner view
Maya Chen
Owner view
Won-deal activation
A guided handoff from sales into account setup, kickoff, access collection, KPI definition, billing setup, and service-specific project templates.
Onboarding progress
25%
Completed kickoff and intake work.
Client action items
1
Items waiting on client or access.
SLA windows
2 active
Kickoff and access collection timers.
Templates queued
7
Service-specific delivery templates ready.
Social, video, and email retainer setup.
Kickoff prep
Stakeholder list, goals, agenda, and internal handoff are linked.
Access requests
Meta, TikTok, Klaviyo, Drive, brand DAM, and analytics credentials tracked.
Delivery generation
Retainer, recurring deliverables, approval template, and report shell are created.
Internal and client tasks with owner, status, and deadline.
Kickoff meeting scheduled
Nova Athletics
Ad account access received
Nova Athletics
Brand asset collection
Nova Athletics
Internal handoff notes
Harbor Foods Group