Built for Macale by Ross Pettitt. Three fictional clients, your real roles, one Monday-to-Friday run the way I'd run it. Pick a day. Change a date. Watch what moves.
1The board
2The tracker
Edit a due date, a status, or an asset box. The board, the nudges, and the flag to Macale recompute.
Deliverable
Step
Owner
Due
Status
Asset
Flag
3Nudges, drafted at 11:00
4To Macale, at 2:00
5Monday meeting, turned into action items
6The Friday client note
7How I'd run your accounts
The rhythm
Monday meeting becomes action items in the tracker, each with an owner and a date.
9:00 every weekday: the sweep reads every tracker and checks every date.
11:00: one nudge drafted per thing that slipped, addressed to the person who owns it.
2:00: a three-line note to you, only when a client date is at risk, with options attached.
7 PM: I review, send the human parts, and write down any revised timeline.
Friday: client notes drafted before you wake up.
What you get
A tracker that is true.
Nobody chased twice, nobody forgotten.
No Friday surprise.
A short note when something needs you, and silence when nothing does.
Client notes drafted, not written from scratch.
What stays human
Tone with clients.
What to push and what to hold.
Anything with money in it.
Every client-facing send during the trial. Drafts by day, sends by me, until you say otherwise.
Week one, I'd need
Read access to the trackers and the Dropbox folder list.
The team's names and roles.
The meeting recording or transcript.
One client note you liked, so I match your voice.
The honest part about hours. The checking runs during your business day. The judgment gets my eyes at 7 PM Eastern on weekdays. Anything that can't wait goes to you at 2:00 with options attached, so a decision is never stuck behind my calendar. A small program I wrote does the checking. I do the judgment.