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William Liu
Executive Ops · Admin
Delivery Rhythm
Operations loading
Standups Submitted
4/6 on timeDaily standup completion from the seeded operations roster.
Open Tasks
1 blockedOpen tasks that need active coordination or client-side unblockers.
Delivery Risk
1 overdueTasks that have crossed their due date and need escalation in the demo board.
Weekly Reports
4 reports filedWeekly report coverage that can feed the dashboard and operations module without API calls.
Morning brief
4 report sections are already populated from the current weekly packet.
Atlas Cold Brew
Unblock Atlas Cold Brew retention launch
Retention launch cannot start until missing imagery and invoice confirmation both arrive.
Next step: Escalate Atlas in the next risk review unless finance confirmation and the missing asset pack both arrive today.
Owner: Jordan Reyes
Harbor & Pine
Secure Harbor & Pine creative approval
Client feedback is still pending, so paid social relaunch assets cannot move into QA.
Next step: Get a same-day decision from Harbor & Pine and hand the approved pack into QA before the evening review.
Owner: Maya Chen
Standup coverage
4/6 filed
Missing and late check-ins are still visible, so the standup handoff needs active follow-through.
Escalation queue
2 live risks
These tasks are the live escalation set that should anchor the first coordination block.
Client watch
Harbor & Pine
Harbor & Pine currently has the heaviest attention load in the board.
Report packet
4 section readys
The report packet already mixes leadership, delivery, finance, and sales context for the morning review loop.
Report section
Use this section to open the room with positive momentum before shifting into exceptions and escalations.
Report section
These are the blockers that should stay on the first pass agenda until an owner or dependency is confirmed.
Report section
Finance notes remain visible here so delivery and collections stay tied together during the morning review.
Report section
Operations notes capture the internal readiness signals that should shape the day’s coordination cadence.
Standups
Completed
4 completed standups
Submitted before review so leadership can move straight into blockers and delivery risks.
Missing
1 missing submission
No update is on file yet, which should trigger the missed-standup alert workflow.
Late
1 late submission
Logged after the cutoff, so the blocker still needs explicit morning follow-up.
Completed example
William Liu
Executive Ops
Apr 13, 8:05 AM
Ready for the morning review with yesterday, today, and blocker context already logged.
Alert handling
No alert needed. This update is ready for the normal standup review.
Missing example
Chloe Santos
Creative Delivery
Not submitted
No submission is logged for the day, so this entry should stay visible until someone closes the alert.
Alert handling
Raise a missed-submission alert and confirm whether today’s work is blocked or already in motion.
Late example
Rafael Torres
Sales
Apr 13, 9:22 AM
Submitted after the review cutoff, so operations should still confirm the blocker risk is covered.
Alert handling
Keep this on the watchlist until the blocker owner confirms the late check-in will not slip delivery.
Chloe Santos
Creative Delivery
No submission is logged for the day, so this entry should stay visible until someone closes the alert.
Yesterday: Finished the Willow & Wren UGC handoff and queued new paid social variants.
Today: Prepare creative sets for Willow & Wren and Atlas Cold Brew.
Blockers: Missing updated product imagery from Atlas Cold Brew.
Not submitted
Rafael Torres
Sales
Submitted after the review cutoff, so operations should still confirm the blocker risk is covered.
Yesterday: Sent two proposals and completed one discovery call.
Today: Push the Luma and Bloom Stack deals through next-step approvals.
Blockers: Waiting on Cedar Works procurement timeline.
Apr 13, 9:22 AM
William Liu
Executive Ops
Ready for the morning review with yesterday, today, and blocker context already logged.
Yesterday: Aligned account leads on escalations and reviewed renewal pipeline.
Today: Review at-risk accounts and finalize leadership digest.
Blockers: Waiting on Harbor & Pine creative approval before relaunch.
Apr 13, 8:05 AM
Maya Chen
Client Strategy
Ready for the morning review with yesterday, today, and blocker context already logged.
Yesterday: Published three client updates and cleared renewal notes.
Today: Run client check-ins and lock the Q2 retention recommendations.
Blockers: Need final brand assets from Harbor & Pine.
Apr 13, 8:12 AM
Nina Patel
Finance
Ready for the morning review with yesterday, today, and blocker context already logged.
Yesterday: Closed the Willow & Wren receivable and updated the month-end cash view.
Today: Work the overdue receivables list and reconcile April invoice batches.
Blockers: Need Harbor & Pine payment confirmation before contractor payout.
Apr 13, 8:18 AM
Jordan Reyes
Operations
Ready for the morning review with yesterday, today, and blocker context already logged.
Yesterday: Reviewed the task board, chased overdue deliverables, and updated operations notes.
Today: Unblock client delivery board dependencies and QA weekly reports.
Blockers: Atlas Cold Brew task dependencies remain frozen until finance clears.
Apr 13, 8:09 AM
Morning watchlist
Chloe Santos
MissingNo submission is logged for the day, so this entry should stay visible until someone closes the alert.
Missing updated product imagery from Atlas Cold Brew.
Rafael Torres
LateSubmitted after the review cutoff, so operations should still confirm the blocker risk is covered.
Waiting on Cedar Works procurement timeline.
Weekly reports
Sales Acceleration Report
Rafael Torres · Apr 13, 12:10 PM
Sales acceleration report covering Meridian Petcare, Luma Supplements, Cedar Works, Harborline Travel, Adrift Coffee, Bloom Stack, and the new Fieldnote Goods handoff.
Ops note: Onboarding prep for Fieldnote Goods should start as soon as kickoff paperwork is final.
Weekly Leadership Digest
William Liu · Apr 13, 11:20 AM
Leadership digest covering Harbor & Pine and Atlas Cold Brew risk, Northstar Skin momentum, and the Bloom Stack to Fieldnote Goods sales handoff story for the week.
Ops note: Standup completion slipped because one creative update is still missing and one sales check-in came in late.
Client Delivery Snapshot
Maya Chen · Apr 13, 10:35 AM
Client delivery summary focused on Harbor & Pine approvals, Atlas Cold Brew recovery work, and the Northstar Skin and Willow & Wren accounts that are still moving cleanly.
Ops note: Delivery board is mostly healthy, but the blocked work needs faster client-side turnaround.
Operations placeholder
Task board
Harbor & Pine
Blocked work is still sitting in the queue and should be covered before the first client sync.
Atlas Cold Brew
At-risk or overdue work still needs owner follow-through before the queue is report-ready.
Internal
This client already has enough fresh context in the weekly packet for a clean morning readout.
Northstar Skin
This client already has enough fresh context in the weekly packet for a clean morning readout.
Solstice Labs
This client already has enough fresh context in the weekly packet for a clean morning readout.
Willow & Wren
This client already has enough fresh context in the weekly packet for a clean morning readout.