Built to Flow

Your advisor · Heather Crabtree

Async check-in

Async check-in

Sep 17, 2026

Check-in update

You shared that client delivery still bottlenecks on you. The handoff checklist exists, but nobody owns it. Sam is ready to take it, and you're ready to let go of first drafts on two accounts.

Action steps

Walk the handoff checklist v2 with the writing team — Sam, Studio Manager

Post the new review roles in the project board — Larissa, Owner

Send me last month's numbers before our Progress Session — Larissa, Owner


Questions about this?

Send your advisor a note in Messages — she wrote this for you.