Service delivery
Run the done-for-you model — onboarding, updates/retrains, and performance calls.
Onboarding pipeline
Harbour Dental
3/5 steps- Build assistant
- Train on their info
- Add booking
- Install snippet
- Go live
New Leaf NDIS Supports
0/5 steps- Build assistant
- Train on their info
- Add booking
- Install snippet
- Go live
Update / retrain queue
Bloom Hair Studio — Update winter price list + new balayage packages
starter extra · $25 billable
open
Coastal Glow Skin Clinic — 90-day proactive refresh — new laser packages
growth refresh
in progress
Northside Physio — Add updated private-health rebate table
pro request
open
Zen Day Spa — Retrain — assistant missing new treatment menu
growth refresh
open
Performance-call scheduler
Northside Physio
Every 60 days · due 2 July
due
Coastal Glow Skin Clinic
Every 90 days · due 5 July · Booked Fri 3pm — review booking conversion.
scheduled
Peak Plumbing & Gas
Every 60 days · due 20 June · Overdue — also chase failed payment.
due