Case studies
Keep case studies moving alongside client work.
Your priorities, invoices, and weekly follow-ups in one place.
Keep these follow-ups visible. No due dates set.
Keep case studies moving alongside client work.
Follow up on the Google business review.
Checkmarks are saved on this browser only. These cards do not send messages or create scheduled reminders.
Week ending November 6
Friday at 2:30 p.m. EST
Review recorded hours, confirm additions, then review the unsent draft.Monday at 10 a.m. EST
Confirm the next weekly invoice was sent.Monday at 10 a.m. EST
Relevantz, Capital Printing, and McQuilling.Latest checked billing periods. Sent confirms outgoing email, not payment.
| Client | Period / checkpoint | Status | Next reminder |
|---|---|---|---|
| Pepper | Week ending Nov. 6 · INV-0072 | Sent Nov. 9 | Nov. 16 · 10 a.m. |
| Relevantz | October 2026 | Needs verification | Nov. 30 · 10 a.m. |
| Capital Printing | Oct. 16–31 · INV-0071 | Sent Nov. 2 ↗ | Nov. 30 · 10 a.m. |
| McQuilling | Oct. 16–31 · INV-0070 | Sent Nov. 2 ↗ | Nov. 30 · 10 a.m. |
Codex reminders
Monday invoice checks, Friday drafts, and month-end reminders are scheduled.
Invoice tracker
Open invoice tracker ↗ for current billing statuses. Your hours sheet still needs to be identified.
Dasher
The workflow currently runs in Codex. Dasher has not been configured.