45-second walkthrough
From messy spreadsheet to ClientPlot
Real product flow, narrated. This is the same import and dashboard you can click through below.
| Client | Status | Project?? | Due | Follow up | Hours??? | Notes / random | |
|---|---|---|---|---|---|---|---|
| Acme Co | ops@ | active | homepage / also Q3 workshop?? | soon | aug 22 | 18.5 | retainer wait they also asked about the microsite |
| Smith LLC | hello@smith | ACTIVE | photo pkg | 8/24 | 6 | quote sent... follow up??? | |
| Harbor Clinic | admin@ | Active | intake page | yesterday?? | today | 11 | copy still missing ask Sam |
| Bright Labs | lead?? | onboarding | sep? | need kickoff | 2 | SSO????? | |
| Jones Co | priya@ | hold | identity + maybe brand | ??? | sept 2 | 0 | hiring pause check in |
Still tracking clients like this?
Today
You have 3 things that need attention today.
Client services dashboard
Live counts from clients, projects, tasks, and follow-ups. Same idea as a Dashboard tab in a client-services workbook.
MetricCurrent
Active Clients
5
Open Projects
5
Open Tasks
7
Follow-Ups Due
1
Overdue Follow-Ups
0
Projects Due Soon
3
Project StatusCount
Planning
1
In Progress
3
Waiting on Client
1
On Hold
0
Completed
1
Operational notes
Current priorities: Fix invoice error. Follow-up needed for Nova Wellness. 2 items are due today.
ClientOpen work
Acme Studio
1 open project, 2 open tasks
3
Bright Labs
1 open project, 2 open tasks
3
Meridian Co.
1 open project, 2 open tasks
3
Harbor & Finch
1 open project, 1 open task
2
Nova Wellness
1 open project
1
Today's Brief · Sep 18
1 overdue2 due today7 open tasks
Est. workload
1h 30m
Today's Focus
Fix invoice error
Meridian Co.
Send Q3 proposal
Meridian Co.
Review homepage copy
Bright Labs
Send kickoff agenda
Nova Wellness
Tip: click the circles. In the real app this syncs to your whole team instantly.
Keep the spreadsheet if it works.
Move to ClientPlot when it doesn't. Import the file you already use.