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.
Pick the work you run
Waiting on a yes
Sample data- Keel Studio logo round 2No reply 6 daysWaiting on: Client marketingBlocks build
- Harbor Row homepage v3No reply 4 daysWaiting on: Client marketingBlocks copy
- Mossfen banner setPartial approvalWaiting on: Client brand2 of 5 signed
- Ternwell photographyWaiting on legalWaiting on: Client legalAsked 3 days ago
- Ashfen email templateApprovedWaiting on: Client marketingSigned Tue
- Redwick size guideApprovedWaiting on: Client brandSigned Mon
Two clients have gone quiet on approvals that block build work. Send both follow-ups. Both are drafted.
2 drafts to review
Hi, checking in on Keel Studio logo round 2. It’s been six days, and the build can’t start without your yes or your notes. Could you send one or the other today?
Hi, checking in on the Harbor Row homepage v3. It’s been four days, and the copy work is waiting on it. Could you approve it or send your changes today?
What it reads
- Project board
- 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.
You can keep Monday, Asana or Notion.
Get my $250 diagnosticNot an agency?
The board checks the tools you already use and drafts each follow-up for a person to review.