Adode Media — Agency CRM

Monday Check-In

Weekly Status Updates

Leave a quick status update on each of your active tasks before heading in. This keeps the team in the loop and helps Ona see what's moving.

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↺ My Recurring Tasks

Ready for Review0

Active Client MRR

Pipeline Activity

Overdue Tasks0

Due This Week

Team Workload

Client Delivery Health

Stale Tasks7+ days no update

Monday Agenda

Upcoming Meetings

Assigned to Me

Due This Week

In Progress

Ready for Review

Recurring Tasks

My Schedule

Automation Active — Marking a lead Closed Won triggers the onboarding email workflow via Make.com.

Brand	Contact	Services	MRR	Project Value	Start	Status	Contract	Onboarding

Projects

Show done

Active Tasks

Ready for Review

Completed

Content Dashboard

Active Tasks

Ready for Review

Completed

Branding Dashboard

Active Tasks

Ready for Review

Completed

Operations Dashboard

Active Tasks

Ready for Review

Completed

Revenue & Expenses

Overview

Revenue Log

Expenses

Payment Queue

Upwork

QuickBooks

Client MRR

Resource Library

Brand Assets

Operations

Video Assets

Client Guidelines

Team Directory

Client Portal

Client View (Preview)

Manage

Form Submissions

Form	Submitted By	Assigned To	Received	Status

Form Manager

Forms

All Submissions

Reports

Monthly Report

Custom Report

Activity Log

Review Queue

Episode Entry

All Episodes

In Production

Drafts (Client Submitted)

Published

Team Onboarding

Active Onboarding

Completed

Checklist Items

Role Templates

Activity Log

Meetings

Upcoming

Recurring

Past

SOPs

All

Operations

Content

Video

Branding

Studio

Training

Time Log

Hours by Client

All Entries

Date	Member	Client	Task	Hours	Notes

Onboarding Email Log

Client	Email	Services	Sent	Sent By

Team Management

Name	Role	Dept	Access	Pay	Email	Photo

Brand / Company Name*

Primary Contact Name

Email Address

Phone Number

Address

Monthly Retainer ($)

Project Value ($)

Start Date

Status

Progress (%)

Portal Password (auto-generated if blank)

Team Assignments

Assign team members to roles for this client. Tasks auto-route to the assigned member by default.

Internal Notes

Invoice Log

Label

Invoice Link

Contract

Contract Status

Sent Date

Signed Date

Renewal Date

Contract Value ($)

Signed Contract Link (DocuSign, Drive...)

Activity Log

Business Name*

Primary Contact

Phone

Vertical

Est. Monthly Value ($)

Pipeline Stage

Notes

Task Name*

Client

Assigned To

Status

Due Date

Recurring

High Priority

Mark as high priority

Formats / Deliverables

Task Details / Notes

Asset / Doc Link

Submission Link

Client Portal Visibility

Visible to client in portal

Status Updates

Comments

Submission Link*

Notes (optional)

Submitted By

Submission Link

Notes from Submitter

Revision Notes (required if requesting revision)

Client*

Due Date

Assigned To

Status

Audio File Link

Raw Video Link

Edited Video Link

Notes for Editor

Name*

Link / URL

Type

Use

Upload Brand Asset (image)

Click to upload image or PDF

Notes

Task Name*

Assigned To*

Schedule*

Client (if applicable)

Department

Description

Name*

Role / Title*

Department

Pay Structure

Rate (if hourly or project)

PIN (4 digits)*

Time Zone

Avatar Color

Profile Photo

Click to upload photo

Onboarding Email Preview

This email will be sent via Make.com → Gmail from support@adodemedia.com.

Meeting Title*

Date*

Time

Duration

Meeting Type

Recurrence

Agenda

Meeting Notes

Action Items

Linked Client (optional)

Client Portal Visibility

Show in client portal (requires published agenda)

Minutes / Recording Link (optional)

Label*

Link (GoHighLevel / Drive URL)

Note (optional)

Amount ($)

Due Date

Status Mark as Paid

Shoot Date*

Time Window

Final Hours Delivered

Title*

Department*

Category*

External Link (Google Doc, Canva, Drive — optional)

SOP Body (leave blank if linking externally)

Client*

Task (optional)

Team Member*

Hours*

Date*

Description

Client*

Season

Episode Title*

Guest Name

Guest Title

Guest Social Links

Record Date

Episode Overview (rich text — used by editor and shown to client)

Assigned Video Editor

Video Edit Status

Raw Audio Link

Raw Video Link

Show Notes Status

Internal Notes

Form Name*