Studio · Live

Good to see you, Jessica

Wednesday, September 9, 2026

Practice

7
Active clients
7
Consultations this month

Financial

$3,600
Revenue this month
$7,800
Outstanding (QuickBooks)

Delivery

7
Due this week
2
Overdue

Growth

7
Drafts to review
4
Upsell opportunities

Recurring

$265
Maintenance /mo
2
Active plans

Active engagements

7 clients

This week's deliverables

All projects

August blog post — "EMDR: what to expect"

Harbourview Psychotherapy

2d overdue

September Instagram captions

Harbourview Psychotherapy

1d overdue

Respond to 4 new Google reviews

Clearwater Family Therapy

Due today

New "Group Therapy" service page copy

Sage & Stone Therapy

Due tomorrow

September blog post — "Finding a trauma-informed therapist"

Rooted Mind Counselling

Due in 2d

Fall intake campaign — ad copy + budget plan

Clearwater Family Therapy

Due in 3d

Consultations

Full pipeline

Vega Family Therapy

Marisol Vega

Follow up

Landry Psychotherapy

Kiera Landry

Due in 2d

Petrenko Counselling

Owen Petrenko

Due in 5d

Content requests

All requests

EMDR blog post — clinical review

Harbourview Psychotherapy

Waiting on client

September blog post — brand assets

Rooted Mind Counselling

1 to review

Brand & voice questionnaire

Northshore Trauma Therapy

1 to review

Holiday hours + GBP update

Evergreen Wellness Collective

1 to review

October blog post outline — sign-off

Willowbrook Therapy Group

Waiting on client

From QuickBooks

Demo data
$3,600
Paid, last 30 days
$7,800
Outstanding
$3,500
Overdue

Rough monthly shape from confirmed retainers — connect QuickBooks to replace this with real numbers.

Open finances