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William Liu
Executive Ops · Admin
Account Visibility
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Healthy Clients
3 healthy accountsClients currently pacing cleanly against delivery and retention expectations.
At-Risk Accounts
2 need interventionAccounts that already combine payment risk, delayed approvals, or delivery blockers.
Revenue In Review
2 accounts tied upRevenue tied to clients that currently need finance intervention.
Payment Watchlist
3 billing flagsClient records already carry payment state so finance context stays visible in the hub.
Client roster
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6
of 6 accounts
At risk
2
active watchpoints in view
Overdue
2
payment escalations in scope
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Every control stays frontend-only for the demo while still showing how a much larger client book could be narrowed by health, billing pressure, owner, and sort priority.
| Client name | Health status | Account owner | Current revenue | Payment status | Last weekly update |
|---|---|---|---|---|---|
Atlas Cold Brew Retention Sprint · Food & Beverage | At Risk | Jordan Reyes Unblock retention launch and collect outstanding balance | $9,800 | Overdue | Apr 8 Launch work paused until invoice clears |
Aurelia Home Full Funnel Retainer · Furniture & Decor | Healthy | William Liu Ship executive Q2 growth review | $22,100 | Paid | Apr 10 +11% blended ROAS over the past 30 days |
Harbor & Pine Performance Retainer · Home Goods | At Risk | Maya Chen Secure creative approval and relaunch paid social | $18,200 | Overdue | Apr 9 Meta CPA up 14% week over week |
Northstar Skin Growth Retainer · Beauty & Personal Care | Healthy | Maya Chen Finalize Q2 retention forecast | $24,000 | Paid | Apr 12 +18% returning customer revenue |
Solstice Labs Lifecycle Retainer · Health & Wellness | Watch | William Liu Launch replenishment cross-sell campaign | $15,400 | Due | Apr 11 +9% list growth, pacing slightly behind launch plan |
Willow & Wren Creative Growth · Apparel | Healthy | Chloe Santos Roll out the next UGC batch across paid social | $12,750 | Paid | Apr 13 +22% paid social CTR after UGC rollout |
Atlas Cold Brew
Retention Sprint · Food & Beverage
SMS retention work is blocked on product imagery while finance is still chasing the April invoice.
Account owner
Jordan Reyes
Current revenue
$9,800
Payment status
Overdue
Last weekly update
Apr 8
Aurelia Home
Full Funnel Retainer · Furniture & Decor
Wholesale segment reporting is complete and the paid search expansion is pacing above forecast.
Account owner
William Liu
Current revenue
$22,100
Payment status
Paid
Last weekly update
Apr 10
Harbor & Pine
Performance Retainer · Home Goods
Creative refresh is waiting on brand approval while Meta CPA has stayed above target for six days.
Account owner
Maya Chen
Current revenue
$18,200
Payment status
Overdue
Last weekly update
Apr 9
Northstar Skin
Growth Retainer · Beauty & Personal Care
Retention flows regained momentum after the March creative refresh and checkout upsell test.
Account owner
Maya Chen
Current revenue
$24,000
Payment status
Paid
Last weekly update
Apr 12
Solstice Labs
Lifecycle Retainer · Health & Wellness
Lead volume is healthy, but the April product drop shifted email demand into a shorter launch window.
Account owner
William Liu
Current revenue
$15,400
Payment status
Due
Last weekly update
Apr 11
Willow & Wren
Creative Growth · Apparel
UGC testing doubled outbound click-through rate and the onboarding backlog is fully clear.
Account owner
Chloe Santos
Current revenue
$12,750
Payment status
Paid
Last weekly update
Apr 13
Account spotlight
SMS retention work is blocked on product imagery while finance is still chasing the April invoice.
Next milestone
Unblock retention launch and collect outstanding balance
The next visible operational checkpoint for this account.
Trend
Launch work paused until invoice clears
Current delivery and account momentum from the latest update.
Revenue stability
Revenue is swinging more than 15% week to week while launches stay paused.
Revenue stability signals whether pacing looks reliable or needs active follow-through.
Last weekly update
Apr 8
The latest weekly review timestamp from the shared client roster.
Escalations
Harbor & Pine invoice is overdue
HighHarbor & Pine is nine days past due and the paid social relaunch is blocked until payment lands.
Owner: Nina Patel
Creative standup still missing
MediumChloe Santos has not submitted today’s standup, leaving the creative launch board without a blocker update.
Owner: Jordan Reyes
Atlas Cold Brew is in combined finance and delivery risk
HighAtlas Cold Brew still has both an unpaid invoice and a blocked retention launch workflow.
Owner: William Liu
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