LM
LaManna & Sons
OnboardingOnboardingOnboarding · Reporting · Retainer $11.0k · Owner Client Onboarding · Next review Mon 5 May
TLDR — Today
Onboarding, but day 4 of onboarding — audit pending.
What's working
Day 94: Day 0.
What's not
Day 4 of onboarding — audit pending.
Recommended
Push uplift toward 10%.
ROI · Money flow
Retainer
$11.0k
Tasks open
9
Approvals
0
Uplift
0%
Risk
med
ROI vis
None
Active work
1 tasks open across 2 channels
Executive Council comments
What each function says about this client.
CO
Chief of Staff
Steady-state. Push lifecycle next sprint to lift AOV.
StrategyC
Casino
Margin healthy. Email could 2× if Klaviyo seat upgraded.
FinanceR
Reporting
Aimerce + GA4 align within 4%. High confidence.
AttributionCG
Creative Growth
Top sets at 1.4x freq — refresh window is 7 days.
Creative