Plan board

What the client sees under "what we're doing" on the client view. One line per item. Keep it in plain words, no acronyms. Inventory and email are manual until Shopify and Klaviyo are connected; enter the numbers here and the client view does the math.

Headline for the client (one sentence)

Now (this week)

Next (coming up)

Done (recent)

Tests running (what we're learning)

Inventory (manual until Shopify)

Units on hand per SKU and how many of that SKU go out per order (60-Night kit: cream 2, cards 1, MindThrive 2, oil 1). The client view turns this into units per day and days of stock from live orders.

SKUUnits on handPer orderNote

Email and subscriptions (manual until Klaviyo)

List size

Active auto-ship subscribers

Email + SMS revenue, last 30 days

Note