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Workspace

Clients

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Clients

People

Products

One definition per product drives the Add client form, the proposal, the playbook, the recipe and the deliverables. Click a product to see its definition. Lavon edits products.

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Library

Every playbook, template, form and brand file, versioned and owned. Files on a laptop or in a chat are drafts, not records.

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Client resources

Guides, worksheets and one-pagers a client can be sent. Pick one or more, then download them or email them to a client.

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Values Compass

Set a client’s core values, their roster, and who rates it. Each rater gets their own link and rates everybody.

Pick a client board above.

Notetaker sign-off

Every Notetaker summary, transcript and recording waits here. Nothing reaches a client until Lavon or Todd releases it.

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Project codes

The codes to put on your invoices, for the clients you are on.

Open the sheet

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Pricing model

The Blue Hen rate card and interactive calculator — price the engagement here, then build the proposal and send it for signature from the client card.

Open full screen

Planning Tools

Capture discovery in the room, polish it into Blue Hen wording, and turn it into a client-ready report.

New client

Lowercase, used in links. Auto-filled from the name; edit if needed.
#131B55
No logo
PNG, JPG, WEBP or SVG. Up to 2 MB. You can also add it later.

Strategy map

Send reminders

Each person gets one email listing only what they are still missing, with a button for each. Someone missing one thing gets one button; someone missing three gets three, in the same email.

Remind about
Counting who is missing what…
Reminders also go out on their own each morning in the last four days before the close date.

New draft

You can add or replace the file later. Nothing reaches the client until Release.

Release

Either way it is filed to the client record, dated, and cannot be edited afterwards. A correction is a new version.

Email the client

Templates live in the Library under Templates. Edit the wording there and it changes here.
Held for Lavon's review unless he sends it himself.

Email resources to a client

The email is filed on this client's record, under Emails on their page.

Choose a client to see their people, or type addresses below.

Held for Lavon's review unless he sends it himself.

Where does this live?

Run

Leaders

Each leader gets their own link. Send links writes one email per leader into the client's held emails; Lavon sends them. Answers save as they go and the compilation fills in before anyone finishes.

The steps

Product

The default pre-fills when the product is switched on. The boxes are every phase it can attach to.
Format: Title | what to do | owner | when | action. Owner is lead, member or principal. Action is a hint for the run page (roster, settings, launch, email:template, tracker, close, generate:type, qc, approve, release). Starting a run turns each line into a task.
Lavon approves every deliverable of this type until all three are finalized. Only then can approval be handed off.
Pricing · Lavon only

Add to the Library

Add person

Full access can add, change, move and delete. Edit, no deletes can do everything but delete. Own items only edits what they are responsible for. Read only looks.

Add team

Session note —

🎤 Record in Otter

Documents

Branding

No logo
PNG, JPG, WEBP or SVG. Up to 2 MB.
#131B55
Used for this client’s accents in their workspace.

Add item

Sort notes with AI

Paste anything: whiteboard notes, a transcript, an email thread. The AI sorts it into formatted entries in Blue Hen style. Nothing is added until you review and approve.