Every client on one board, kept by one agent.
Client status, follow-ups, hand-offs and new client setup, in one Room with your team. An agent checks every client thread, keeps the Client Board and drafts the nudges and reports. Nothing reaches a client until the person who owns that client says ok.
Northbeam, its clients, people, addresses and numbers are made up for the film. Product names and logos belong to their owners.
Twelve clients, then a thirteenth, on one board.
The same Room as the film. Each step opens a client's thread or a row of the agency's Client Board App.
- 01Brief
Start the day with every client
- Today
- A spreadsheet called client tracker FINAL v3 with question marks for owners and due dates, an inbox at 41 unread and a group chat asking who replied.
- In Kylon
AtlasClient operationsAtlas checks 12 client threads and posts the morning count in #clients: 9 on track, 2 waiting on the client, 1 overdue. The Client Board is attached to the message.- Who decides
- Nothing goes out. The team reads the count in #clients.
- 02Board
One board for every client
- Today
- Owners and due dates sit in a shared sheet with gaps, and nobody knows who's on what.
- In Kylon
- AtlasClient operationsThe Client Board App lists each client with its owner, next deliverable, due date and status, and each row opens the client's own thread. Lumen Yoga's class flyers, due Nov 4, are waiting on the client.
- Who decides
- Atlas keeps the board updated. Each person owns their own clients' rows.
- 03Chase
Nudge the client who went quiet
- Today
- The Oakline email thread is on its third Re:, and the group chat asks who replied. Priya thought Leo had them; Leo says not him.
- In Kylon
- AtlasClient operationsIn the Oakline Realty thread, Atlas sees Dana opened the Elm Street listing copy on Oct 17 and hasn't answered in 6 days. It drafts a short nudge from priya@northbeam.example offering two short options by tomorrow.
- Who decides
PriyaPriya presses Send. Atlas sets the status to Nudged and will check again Monday.
- 04Hand off
Hand the report to the right person
- Today
- Hana at Brightwell Dental emails asking for the October report before Thursday, and Leo asks the group chat who has it.
- In Kylon
- AtlasClient operationsHana asked for the October report before Thursday. Atlas drafts it from this month's numbers, 6 pages, and asks Leo to check it before anything is shared.
- Who decides
LeoLeo reviews the report and shares it with Hana. The row moves from In review to Delivered.
- 05Onboard
Set up a new client the same way
- Today
- Northpeak Gym's email, Signed! What happens next?, sits in an inbox of 41 unread.
- In Kylon
- AtlasClient operationsMaya posts that Northpeak Gym signed and Eli owns it. Atlas sets them up from the client template: a row and a thread on the Client Board, the kickoff plan in the thread and Eli as owner. Kickoff is Monday at 10.
- Who decides
MayaMaya picks the owner. Eli confirms in #clients.
- 06On track
Thirteen clients, four people
- Today
- With 12 clients and 4 people, nobody knows who's on what.
- In Kylon
- AtlasClient operationsThe Client Board shows 13 clients and 4 people: Oakline Nudged, Brightwell and Cedarline Delivered, Lumen Yoga waiting on the client, and Northpeak Gym New with its kickoff plan due Monday.
- Who decides
- Each owner works their own clients from the board.
Your inbox and one board for every client.
Your agent drafts client emails through the Gmail account you connect and keeps the Client Board, an App your team builds in Kylon. Nothing is sent until the owner presses Send.
ConnectionClient nudges drafted from the owner's own address. Every draft waits for that person to press Send.
Maya, Leo, Priya and Eli each own their clients in the Room: Priya sends the Oakline nudge, Leo checks the Brightwell report before it is shared, and Maya assigns new clients.
Start with the clients you have today.
- 1Make a Room for your clientsInvite the people who own client work.
- 2Connect GmailFrom Connections, so your agent can draft nudges from each owner's address.
- 3Ask for a morning countYour agent builds the Client Board, checks every client thread and posts what is on track, waiting or overdue.
I run a small agency. Set up our client work in Kylon with me, one step at a time, and show me each result before you move on. 1. Make a Client Board App with tabs for Clients, This week and Reports, and a row for each client with its owner, next deliverable, due date and status. 2. Give each client its own thread, opened from its row. 3. Connect Gmail. 4. Every morning, check every client thread and post how many are on track, waiting on the client or overdue. 5. When a client goes quiet, draft a short nudge from the owner's address. When we sign a new client, add a row, a thread, a kickoff plan and an owner. Rules: never send an email or share a report with a client until the person who owns that client approves it.
Run every client from one board.
Start free, connect Gmail and let an agent post your first morning count. Nothing goes to a client until its owner says ok.