HM

CSM AI

Onboarding

New clients from signed contract to live campaigns. The AI chases everything it can.

Done by AI Done by team Waiting on client Up next

Core Strength Studio

4/6

Hannah Cole · started Sep 16 · target launch Sep 30

  • Contract signed

    Sent & countersigned via e-sign

  • Invoice paid

    $1,600 received Sep 17

  • Meta access

    2 reminders sent

  • Google Ads access

    Collected yesterday

  • Kickoff call

    Ellie, Sep 19

  • Campaigns launched

    Ready once Meta access lands

Swift Garage Doors

2/6

Neil Swift · started Sep 19 · target launch Oct 3

  • Contract signed

    Signed Sep 19

  • Invoice paid

    Due Sep 26. Reminder scheduled

  • Meta access

    Collected

  • Google Ads access

    Client can't find login

  • Kickoff call

    AI proposed Thu 10am

  • Campaigns launched

Brightside Dental Care

5/6

Rachel Bright · started Sep 10 · target launch Sep 25

  • Contract signed

    Signed

  • Invoice paid

    Paid

  • Meta access

    Collected

  • Google Ads access

    Collected

  • Kickoff call

    Ellie, Sep 12

  • Campaigns launched

    Waiting on creative sign-off