Running a client workspace

The cleanest way to start is from an accepted proposal or a Won opportunity, where a green Start engagement → banner appears on both pages. Click it and the new workspace form opens pre-filled with the client name, contact, engagement type, objectives from the proposal deliverables, and timeline.

You can also create a workspace manually from Client Workspaces → + New Workspace, useful for existing clients you're bringing into Fractional Workspace.

Add action items directly on the workspace page for anything you need to do for this client. Give each one a due date and it will surface on your dashboard automatically when it's overdue.

Check off items as you complete them. Done items collapse to a tidy "Show completed" section so your active list stays clean. The right sidebar of the workspace shows a quick summary of open items at a glance.

After every client call, save a meeting note. You have three options: type directly, paste from wherever you're taking notes, or upload a file, including PDF, Word doc, or .txt. The text extracts automatically.

Notes are stored as discrete dated entries in reverse chronological order, with the most recent first. Click any note to expand it. The weekly update generator pulls from recent meeting notes automatically, so keeping them current means your updates practically write themselves.

Objectives are the two or three things this engagement is fundamentally trying to achieve. They're outcomes, not tasks.

Set them when you create the workspace. They pre-fill from the proposal deliverables if you used the Start engagement flow. The weekly update generator uses them as core context. The more specific they are, the better the AI-drafted updates will be.

Good objective: "Establish ICP definition and messaging hierarchy by end of Q2." Not useful: "Help with marketing."

Log every significant decision made during the engagement, including what was decided, why, and when. Type it and hit Log, and it timestamps automatically.

When scope creep happens, when a client misremembers what was agreed, or when you're writing the final engagement summary, the decision log is where you go first. It also feeds the weekly update generator.

A running notebook for the engagement, including observations, open questions, things to follow up on, and background context. Less formal than the decision log.

These also feed the weekly update generator. Keep them current.

A simple signal of how the engagement is going:

• On Track: things are moving well
• Needs Attention: something needs to be addressed
• At Risk: the engagement has a real problem

At Risk and Needs Attention workspaces surface on your dashboard automatically. Update this honestly, since it's your early warning system.

Every workspace has a collapsible Engagement History section at the bottom of the main column. It contains everything from before the engagement started:

• The original discovery notes you analyzed
• The full AI analysis, including fit score, urgency, budget confidence, recommended offer, risks, and open questions
• The complete signed proposal, including scope, deliverables, timeline, pricing, terms, and who accepted it

Six months into an engagement, a client asks what was agreed on scope or why a decision was made. Open Engagement History and everything is there.