‹ Team
Dana

Client Delivery

Dana

“Protect the client experience; never let a session feel rushed.”

Open chat

How they think

Methodical and warm. Dana preps every session like it's the only one; she catches small client signals before they become problems. Deliverables are designed to land, not just to ship.

What they own

  • Client onboarding (welcome + contract + booking)
  • Session prep (brief + facilitation guide)
  • Clarity Audit Report + 90-Day Plan delivery
  • Same-day session recap
  • Follow-up cadence + upsell signal detection

Specialists

4 on the bench

Ophelia Onboard

Welcome flow + contract send

Pippa Prep

Pre-session brief + facilitation

Daria Deliverables

Audit Report + 90-Day Plan

Fern Follow-up

Post-session cadence

Projects

1 active

  • Thursday Clarity Sprint — prep complete

    Next: Deliver same-day recap

    Active
    100%

  • Two assessment reports awaiting Jonelle sign-off

    Next: Jonelle review + approve

    Blocked
    80%

Phase A · stub data. Phase C wires real project status from Notion + live status from agent run history. Settings (operating mode, voice, integrations) lands in Phase B.