Strategy Zoo
STRATEGY ZOO
Client Workspace
HV
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Admin
Infrastructure before tactics.
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Current engagement
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Current focus
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45-day roadmap
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Your first steps

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Get these done before your kickoff and we can spend that time on strategy instead of paperwork.

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That's everything on your list. Strategy work starts at your kickoff.

What needs you

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You're all caught up. Nothing is waiting on you right now.

Deliverables

Your first deliverable shows up here after kickoff, starting with your Executive Business Summary. You'll get an email when it lands.
Next meeting
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Strategy Zoo is working on
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Recent updates
Quick links
Strategy & Deliverables

Your strategic record

Every approved module of your Clarity Package lives here, and stays here as you continue into later engagements.

Nothing here yet
Every module of your Clarity Package lands here as it's finished, starting with your Executive Business Summary. You'll get an email each time something new is ready for you.
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Decision Register

What's been decided

The settled record of the major strategic calls on your engagement. Nothing gets re-litigated, and everyone knows where things stand.

No decisions yet. As we work through your strategy, the big calls get written down here so nobody has to remember who agreed to what.
Awaiting your decision
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The decision
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Owner
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Related document
Settled decisions
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Owner · {{ d.owner }}
Meetings & Session Notes

What we discussed and decided

Notes from your kickoff show up here after we meet, along with what we decided and anything you need to do next.

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Discussion
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Decisions
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Your action items
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45-Day Strategic Roadmap

Your path through the Clarity Package

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Files

Everything in one place

Files you send and files we share, together, so nothing gets lost in email.

From you
Nothing yet. Anything you upload shows up here, and Morgan sees it right away.
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From Strategy Zoo
Files we share with you collect here, so you never have to dig through email to find them.
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Appointments & Requests

Book time or send a request

Upcoming
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Past sessions

Your first session will be your kickoff.

Book a session

Send Morgan a request
What's Next

Where your strategy goes from here

Once your Clarity Package wraps, your 45-Day Roadmap shows what you can run on your own, and where Strategy Zoo can keep building with you.

You can run this
  • Publish your refined messaging across channels
  • Launch the Chef's Table waitlist landing page
  • Roll out the new brand voice in email & social
Where we can help
  • Build the funnel, CRM & automation infrastructure
  • Ongoing content & local SEO
  • Hands-on implementation support
Continue with Strategy Zoo
Suggested next step
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Administration

Command Center

Every client workspace and what is moving across them.

Active Clients
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With an active engagement
Pending Requests
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Waiting on clients
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Open items you've asked clients for

Needs your attention

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Clients

Open a workspace to publish, assign, or invite.

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Administration

New client

Add the business and its main contact. Nothing goes out until you choose to send the invite.

The invite is a branded email with a secure sign-in link. Onboarding steps and files can be added once the client exists.
Administration

Pending Requests

Requests from your clients that are waiting on you.

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No pending requests. You're all caught up.

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Client-facing boundary. Nothing here is visible to {{ selClientName }} until you publish it. Drafts and internal notes stay in the Command Center.

Publish a deliverable

Push a finished deliverable to the client's Strategy Library.

Currently waiting on the client
Assign a client action item
Recent publish activity
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Engagement setup

The single source of truth for this engagement. Drives the client's current-engagement banner and roadmap.

Key milestones
Multiple engagements for {{ selClientName }} stay on separate records. Switching engagement here never mixes their deliverables, notes, or action items.

Onboarding flow

Configurable per engagement type. Reorder or complete steps. This client doesn't have to follow the default sequence.

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Clarity intake method
Approved intake can be exported as a structured package for the Clarity Fulfillment workflow once verified.

Client users & access

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Invite a client user
Strategy Zoo
Welcome to your Strategy Zoo Client Workspace.
This is your private place to see what we're working on, review your strategy, access shared resources, track next steps, and keep your business moving forward.
Open your workspace →
Secure single-use link · expires in 7 days
Magic links are secure, single-use, time-limited, invalidated after use, and logged for troubleshooting.
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Current version
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First published
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Approval
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Executive takeaway
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Version history
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You always see the current approved version. Earlier versions are kept on record.
What's next
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Strategy Zoo

You've signed out

Your admin session has ended. Sign back in to return to the Command Center.
Upload

Send Morgan a file

Anything you'd normally email works here. It lands in your Files, and Morgan sees it right away.

You've sent
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What needs you › {{ drawer.crumb }}

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Morgan McKell
Morgan's request
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IMG
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Executive takeaway
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Conversation
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Sent to Morgan. You'll get a note back right here once he's reviewed it.
Waiting on the client to respond. You'll see their submission here.
Complete. Thanks for closing the loop.
Demo controls
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Clients never see this panel. It is here so you can walk a prospect through the portal.
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