Team

Specialists

Ashley

Systems and Tech

Included
Pay
$1,250 / month retainer
Credits this month
7
Open requests
1

Maya

Messaging

Preferred
Pay
$150 / credit
Credits this month
2
Open requests
0

Heather Prinitis

Bookkeeping

Preferred
Pay
$175 / credit
Credits this month
1
Open requests
1

Waiting on your approval

CreditAshley

Review project-management tool options for the studio

Sun Scribe Creative · flagged by Heather · Oct 1 · shares: Current tool list, team roles

Build quote · $4,800Ashley

Build a client portal for project updates

Cedar & Co. Builders · flagged by Heather · Sep 29 · shares: Scope notes from Session 4

All requests

ClientSpecialistRequestStatus
Sun Scribe CreativeAshleyReview project-management tool options for the studioAwaiting approval
Cedar & Co. BuildersAshleyBuild a client portal for project updatesAwaiting approval
Bloom Wellness CollectiveHeather PrinitisSanity-check Q3 profit-first allocationsOpen
Sun Scribe CreativeMayaRetainer package copy passComplete

Ashley credits

3 included per Advisory client each month · 7 used in total

Sun Scribe Creative2 / 3
North Studio Design1 / 3
Cedar & Co. Builders3 / 3
Bloom Wellness Collective1 / 3