For agencies, fundraising firms and campaigns

A sample board: what’s about to slip this week

See what’s late and who it’s waiting on, with the follow-up already drafted.

Sample data. Fictional names. Nothing here messages anyone.

Sample data · Not connected to any tools

Pick the work you run

Client launches

Sample data
  • Ternwell site launchCreative missingWaiting on: Maya ChenLaunch Thu
  • Harbor Row brand pageCopy not finalWaiting on: ProducerLaunch Fri
  • Mossfen checkout testQA not bookedWaiting on: Dev leadDue today
  • Keel Studio landing setWaiting on clientWaiting on: Account leadAsked 6 days ago
  • Ashfen storefront swapStagedWaiting on: Dev leadLive Mon
  • Redwick product feedOn trackWaiting on: Store leadChecked Mon
Next step

Ask Tom to approve the Ternwell layout today. Launch is Thursday and the creative is still missing. The note is drafted.

1 draft to review

See the full ecommerce agencies board

What it reads

  • Project board
  • Email
  • Shared drive
  • Invoicing

The repeat problem

Two of six launches stall at the same step. Client approval sits with a person nobody chased.

What it would have caught

  • Day 1The board flags the Ternwell creative as missing with launch four days out.
  • Day 2A producer reads the drafted note and sends it.
  • Day 4The file lands and the launch holds its date.
The Approve and send pop-up: three versions of one follow-up, then Send

You can keep Monday, Asana or Notion.

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The board checks the tools you already use and drafts each follow-up for a person to review.

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