Tend / Artifact Block System v2
Report Header

Q3 Revenue & Pipeline Review

Miller & Co

Period Jul — Sep 2026 Prepared May 27
Stat Grid
Monthly Revenue
$17.0K
+12% vs Q2
Active Retainers
4
+1 this month
Run Rate
$1.83M
$270K to target
Overdue
$4,200
Craft Burger, 5d
Pipeline
$31K
3 active deals
Team Capacity
89%
1 over capacity
Data Table
Client Type Monthly Status Lead
Riverside Realty Retainer $6,500 Active Sarah Park
Craft Burger Co Retainer $4,200 Invoice due Amy Chen
Bloom Dental Retainer $3,800 Reassigning Marcus Webb
Greenfield Properties Project $18,000 Proposal sent John Miller
Cedar Park Arts Project $7,500 In progress Priya Sharma
Bar Chart
Riverside Realty
$6,500
Craft Burger Co
$4,200
Bloom Dental
$3,800
Hill Country Vet
$2,500
Team Capacity
Sarah Park Creative Director 112%
Amy Chen Content Writer 95%
Priya Sharma Senior Designer 90%
Marcus Webb Paid Media 85%
Jake Torres Junior Designer 70%
Callouts
Greenfield Properties opened the proposal twice (May 24, 25) but hasn't replied. Rachel is methodical — the double-open is a positive signal.
Lone Star Fitness launch campaign delivered on time. Derek mentioned interest in an ongoing social retainer — follow up in June could convert to ~$3K/month.
Capacity alert — Sarah is at 112%. Bloom Dental social needs to move to Priya + Jake this week, or bring in a contractor.
Overdue — Craft Burger invoice ($4,200) is 5 days past due. Reminder drafted, waiting for your approval.
Timeline
May 12
Referral from Dana Torres
Riverside Realty intro to Rachel Greenfield
May 15
Discovery call with Rachel
Brand refresh scope — identity, website, collateral
May 18
Proposal sent — $18,000
Full brand refresh package
May 24
Proposal opened twice, no reply
Positive signal — Rachel reviews carefully
May 27
Follow-up drafted
Awaiting your approval
Comparison

Reassign to Priya + Jake Recommended

  • No additional cost
  • Priya knows Bloom's brand
  • Jake at 70% has bandwidth
  • Priya goes to 100% — no buffer
  • Pulls Jake from Riverside assets
Cost impact $0

Contract out

  • Zero impact on internal capacity
  • Scales for Q3 crunch
  • $2,500–$3,500/mo contractor cost
  • 1–2 week ramp-up for brand voice
  • QA overhead for Sarah or Priya
Cost impact $2.5–3.5K/mo
Email Draft
To Rachel Greenfield
From John Miller
Subject Following up on the brand refresh proposal

Hi Rachel,

Just wanted to circle back on the brand refresh proposal. I know you've had a chance to review it — happy to jump on a quick call to walk through any questions.

Dana mentioned you're gearing up for a busy Q4, so if we kick off by mid-June we'd have everything locked in well ahead of your fall listing push.

Would Thursday or Friday work for a 15-minute call?

John Miller
Miller & Co
Progress Indicators
83%
Revenue target
50%
Pipeline conv.
70%
Utilization
Tags
Retainer Social SEO Email Brand Identity
Composed Report — All blocks together

Weekly Business Brief

Miller & Co — Week of May 26, 2026

Prepared May 27 Period May 20 – 26
Revenue
$4,250
On track
Open Tasks
7
3 overdue
Bottleneck
Sarah
112%
Deals
3
+1 warm lead

Needs Your Attention

Bloom Dental reassignment — Sarah is at 112%. The social campaign needs to move to Priya + Jake this week, or you'll need a contractor.
Craft Burger invoice — $4,200 is 5 days overdue. Reminder drafted, approve in your action queue.

Pipeline

Deal Value Stage Next Step
Greenfield Properties $18,000 Proposal sent Follow-up drafted
Austin Food Hall $6.5K/mo Warm lead Meeting next week
Westlake Ortho $4K/mo Warm lead Initial call scheduled

Team

Sarah Park Creative Director 112%
Amy Chen Content Writer 95%
Priya Sharma Senior Designer 90%
Jake Torres Junior Designer 70%
If Greenfield closes and Austin Food Hall converts, you'll need either a contractor or a new hire by August. Start the conversation now.