The agency’s internal operating processes. How we communicate with clients, run our cadences, and coordinate the work behind the playbooks.

Weekly Client Update

How we produce and send the weekly update to every active client every Monday before 9am EST. The Slack message format (numbers, one-sentence read, what we did, what’s next), the 5-beat video framework that pairs with it, the five recurring categories of work the bullets pull from, and the send rhythm.

Daily Order of Operations

The daily work breakdown across Acquisition, Fulfillment, and Business. The anchor steps that open every day (stat log, ClickUp, messages, goals, time block) and the per-category lists that follow.

ClickUp Task System

How we use ClickUp to run daily work without overwhelm. Four fields (Status, Priority, Due date, Do-date), each answering one question, with a graduation rule for new tasks and three views (Today / On Deck / Waiting On). The whole system runs on one daily habit.