Total Tasks
50
Completed
7
7 of 50
On Track
43
At Risk
0
Phase 0
Right Now
Weeks 1–2 · 12 tasks
58%
Phase 1
Foundations
Weeks 3–6 · 14 tasks
0%
Phase 2
Systems & Automation Core
Weeks 7–14 · 15 tasks
0%
Phase 3
Growth Engine & Polish
Weeks 15–22 · 9 tasks
0%
Workstream Health
Tasks by status
CompleteIn ProgressNot Started
Upcoming Deliverables
Next 8 due
- WebsiteWebsite goes live (final polish & launch)W1
- SystemsLightweight CRM stood up + known leads loadedW2
- StructureEmail templates: credentials, portfolio, referencesW2
- AutomationsBaseline metrics captured (payroll audit time, in-platform %, follow-up rate)W2
- MilestonesPhase 0 Close: quick wins shipped, momentum createdW2
- SystemsCRM as system of record: pipeline stages, custom fields, rolesW4
- StructureSeparate sales from operations: lanes & handoff definedW4
- SystemsCRM: migrate all contacts, sites & active deals (brothers provide info)W5

