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Send Priya the Q3 numbers.
  1. SheetsRead Q3 Pipeline
  2. Sheets4 open deals · $412,000
  3. WeMailDrafted an email to Priya Sharma
  4. WeMailChecked it matches the sheet

Waiting for your yes

Send to Priya Sharma?Q3 numbers · table attached
WeMailDraft
ToPriya Sharma
SubjectQ3 numbers

Hi Priya — Q3 has 4 open deals worth $412,000. Acme and Stark are the two to watch. Table below.

AcmeProposal$150,000
StarkNegotiation$142,000
+ 2 more$120,000

Best,
Aarav

Matches Q3 Pipeline

This is a demo — try it on your work free.

Get the highlights.

Chief checks its own work.

TasksAcme · Q4

Doing

Done

Brightline briefKickoff notes

Moved card to Done

Checked the board

It asks before anything goes out.

Waiting for your yes

Send the Q3 update to Acme?To Dana Ruiz · 1 attachment
SendEdit

It knows what needs you today.

Reply to DanaBecause the quote expires Friday.
Brightline briefBecause Neha is waiting on it.
Acme review, 3 pmBecause the deck is ready.

Chief is included on every plan.

Your plan

Docs, Sheets, SlidesIncluded
WeMail, Chat, CalendarIncluded
Chief Included

One client. One place.

Acme

Statement of work
Budget tracker
Q3 review deck
Renewal thread
Intake answers

Watch the film.

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Every app. One Chief.

Chief works across all of it. Nothing to connect.

Chief
HubWeMailChatSheetsDocsSlidesCalendarTasksCanvasJourneyForms

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It asks first.

Nothing sends, shares or deletes without your yes.

Waiting for your yes

Send the Q3 update to Acme?

ToDana Ruiz, Acme

SubjectQ3 update

Hi Dana — here is where Q3 landed, with next steps for the renewal. Deck attached.

Acme Q3 review.deck

SendEdit

Honesty

It checks its work.

Every change, re-read. Every miss, told.

Before

Moved card

Said done. Nobody looked.

With Chief

Moved card
Checked the board

Doing

Done

Brightline briefKickoff notes

Start my day

Your day, sorted.

What needs you, what’s slipping, and why.

Start my dayFriday

Needs you

Reply to Dana at AcmeBecause the renewal quote expires today.Review draft
Approve the Umbrella invoiceBecause finance asked twice this week.Open

Slipping

Brightline briefBecause it was due yesterday and Neha is waiting.Open

Handled

Acme review moved to 3 pmBecause Dana asked for later.
Q3 numbers sent to PriyaBecause you said yes at 9:10.

Give Chief the busywork.

Free to start.

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