Creator Ops Kit Demo
Discovery, delivery, follow-up, and content loops in one place.
Overview
Default operating pack for coaches managing discovery calls, packages, client homework, renewals, and content ideas.
Leads
3
Bookings
2
Recommendations
2
Follow-ups
2
Content
2
Jordan Lee
Amara Okafor
Podcast guest
Nolan Brooks
Newsletter
Amara Okafor
3-Month Coaching Program - Jul 1, 2026
Nolan Brooks
Single Session - Jul 6, 2026
Pipeline
| Name | Source | Status | Value | Created |
|---|---|---|---|---|
| Jordan Lee | proposal_sent | $1,500 | Jun 29, 2026 | |
| Amara Okafor | Podcast guest | discovery_booked | $2,400 | Jun 28, 2026 |
| Nolan Brooks | Newsletter | new | $250 | Jun 27, 2026 |
Revenue
| Client | Offer | Session | Payment | Delivery | Amount |
|---|---|---|---|---|---|
| Amara Okafor | 3-Month Coaching Program | Jul 1, 2026 | paid | in_progress | $2,400 |
| Nolan Brooks | Single Session | Jul 6, 2026 | unpaid | not_started | $250 |
Resources
| Title | Category | Profile | Status | Disclosure |
|---|---|---|---|---|
| Manager operating rhythm worksheet | worksheet | First-time manager | active | No affiliate links |
| Burnout recovery boundaries exercise | exercise | Executive burnout | active | No affiliate links |
Retention
| Task | Due | Channel | Goal | Status |
|---|---|---|---|---|
| session prep | Jul 1, 2026 | Send Amara first-session prep and goals prompt. | due_today | |
| package renewal offer | Jul 5, 2026 | Follow up with Jordan on retainer proposal. | upcoming |
Publishing
| Idea | Offer | Stage | Channel | Publish |
|---|---|---|---|---|
| The first 30 days after a promotion: what to track | Executive Retainer | draft | LinkedIn post | Jul 2, 2026 |
| A calm weekly review for overloaded leaders | 3-Month Coaching Program | idea | Newsletter | Jul 6, 2026 |
Offers
Taxonomy