Clients
1
Active relationships
Connecting to live data…
Daily overview
Welcome back, Rich
Trade Shows / Event Ops pack - For booth builders, display companies, and event teams managing clients, trade shows, booths, deadlines, and installs.
Prospects
1
Open relationships
Open tasks
2
Across all records
Event Pipeline
$125K
Prospect pipeline
Due this week
2 items
Follow up after discovery call
Sample Prospect Household
Prepare onboarding checklist
Sample Client Household
Waiting on client
1 itemExpo West 20x20 booth activationWaiting on client graphics
Upcoming installs
2 events
Discovery call
Sample Prospect Household
Annual review prep
Sample Client Household
Quick capture
Attach the next action to the right household.Recent home activity
Local + live updatesActions saved from Home will appear here.
Records
Clients
| Client | Email address | Phone number | Tags | Latest email | Last meeting | Est. home value | Est. income | Est. wealth | Home ownership |
|---|---|---|---|---|---|---|---|---|---|
|
Client | Owner: Rich Ison
|
client@example.test | +1 (555) 555-0102 | Retirement | Feb 23, 2026 | May 13, 2026 | $374,000 | < $100K | $100K - $250K | Home Owner |
Records
Prospects
| Prospect | Email address | Phone number | Tags | Latest email | Last meeting | Est. home value | Est. income | Est. wealth | Home ownership |
|---|---|---|---|---|---|---|---|---|---|
|
Prospect | Owner: Rich Ison
|
prospect@example.test | +1 (555) 555-0101 | High intentRetirement | Nov 13, 2025 | Nov 14, 2025 | $242,000 | $101K - $250K | $100K - $250K | Home Owner |
Relationship workspace
Sample Prospect Household
prospect@example.test
+1 (555) 555-0101
Prospect
High intentRetirement
Work graph brief
High-intent prospect exploring retirement income planning, rollover timing, and household risk exposure. The workspace rolls meetings, email, phone, tasks, notes, opportunities, and projects into one household profile.
6Connected records
5Relationships
4Timeline events
2Open tasks
Linked tasks
Follow up after discovery callDue May 21
Prepare onboarding checklistDue May 24
Recent emails
Intro and rollover questions
Asked about income planning options and sent current account notes.
Intro and rollover questions
Asked about income planning options and sent current account notes.
Discovery call logged
Discussed retirement timing and scheduled follow-up meeting.
| Meeting | Type | Date | Participants | Household | Users | Source | AI processed |
|---|---|---|---|---|---|---|---|
| Prospect | May 20, 2026 Wed 10:00 AM |
Rich Ison, Sample Prospect | Sample Prospect Household | Rich Ison | Calendar | No |
Nodes
Sample Prospect HouseholdAccount | Prospectprospect@example.test
Follow up after discovery callTask | HighDue May 21
Discovery callMeeting | ScheduledWed 10:00 AM
Retirement income planningOpportunity | Meeting scheduled$125,000
Edges
taskaccount -> follow-up
meetingaccount -> discovery call
pipelineaccount -> opportunity
Task updatedFollow up after discovery callMay 21 | High priority
Meeting scheduledDiscovery callWed 10:00 AM
Opportunity updatedRetirement income planningMeeting scheduled
Note createdRelationship summaryDemo note
Follow up after discovery callDue May 21
Prepare onboarding checklistDue May 24
Demo note showing how relationship context rolls up into one workspace.
Workflow
Tasks
Follow up after discovery call
Sample Prospect Household
Prepare onboarding checklist
Sample Client Household
Calendar
Trade Shows / Events
| Meeting | Type | Date | Participants | Household | Users | Source | AI processed |
|---|---|---|---|---|---|---|---|
| Prospect | May 20, 2026 Wed 10:00 AM |
Rich Ison, Sample Prospect | Sample Prospect Household | Rich Ison | Calendar | No | |
| Client | May 21, 2026 Thu 2:30 PM |
Rich Ison, Sample Client | Sample Client Household | Rich Ison | Calendar | Yes |
Delivery
Booths / Activations
Booths / Activations hydrate from the API when the demo server is running.
Pipeline
Event Pipeline
Identified
0
Total $0
Weighted $0
Connected
0
Total $0
Weighted $0
Meeting scheduled
1
Total $125,000
Weighted $50,000
Retirement income planningSample Prospect Household$125,000 | 40%
Qualified
0
Total $0
Weighted $0
Closed won
0
Total $0
Weighted $0
Inbox
Notifications
Operational alerts from tasks, meetings, records, and installs.
Follow up after discovery callSample Prospect Household
Due May 21
Prepare onboarding checklistSample Client Household
Due May 24
Discovery callSample Prospect Household
Wed 10:00 AM
Annual review prepSample Client Household
Thu 2:30 PM
Calendar
May 2026
Calendar loads live meeting data when the API is available.
Records
Trade Shows / Events
Trade Shows / Events hydrate from the API when the demo server is running.
Records
Contacts
Contacts hydrate from the API when the demo server is running.
Records
Companies
Companies hydrate from the API when the demo server is running.
Planned module
Clients
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Platform
Sequences
Reusable outreach and follow-up workflows tied to records.
Sequences
Templates and stepsSequences hydrate from the API when the demo server is running.
Enrollment queue
Records currently in motionNo records enrolled yet.
Platform
Scouting
Source, review, and convert likely prospects before they enter the pipeline.
Candidate queue
Ranked by fit and readinessCandidates hydrate from the API when the demo server is running.
Source mix
Where discovery is coming fromNo sources yet.
Platform
Automations
Rules that turn scouting, sequences, tasks, and pipeline movement into repeatable next actions.
Rules
Trigger, condition, actionAutomation rules hydrate from the API when the demo server is running.
Run readiness
Current operating coverageNo automation coverage yet.
Platform
Review Queue
Inbox and calendar items that need a human match before they become record activity.
Unresolved activity
Email + calendarReview items hydrate from the API when the demo server is running.
Connected accounts
Sync statusNo connected accounts yet.
Import history
Batch safety and rollbackNo import batches yet.
Planned module
Reports
This route is reserved in the app shell and will be built after the core record and workflow surfaces settle.
Workspace
Settings
Account, workspace, book, and subscription context for the signed-in session.
White label
Workspace brand
Make ClientRunBook feel like your company across the entire workspace.Aa
Configuration studio
Workspace templates
Preview every terminology and runbook change before it is installed.
1. Choose
2. Review
3. Confirm
Review changes
Template preview
Terminology
Workspace overrides are optionalRunbooks
Version-safe changesInstallation history
Immutable workspace recordNo installation history loaded.
Seats
Loading seat usage...Users load after sign-in.
Access approvals
New Google accounts stay pending until a product administrator approves them.Ask the user to sign in with Google once. Their identity will be recorded as pending without workspace access.
No pending invites loaded yet.