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Interior File

← All clients

Brand kit

colours the generator renders with — without these nothing can be generated
Primary#000000Text#ffffff

What we know

8 statements from meetings, WhatsApp, documents and delivery

Full history →
8 worth re-confirming before acting on

Nothing has contradicted these, so they are still on the record — but they are old enough that the client may have moved on. Treat them as questions, not instructions.

  • decisionad-performance2025-09-11402d ago

    Client to keep track of all the numbers by the end of the month so we can review.

    WhatsAppIF X ATLAS· Jun Kai

  • decisionappointment-setting-sop2025-11-04348d ago

    Sent the Atlas Appointment Setting SOP as a guideline for handling leads to increase appointment setting rates

    Followed a call with Angeline and Alastair on 4 Nov.

    WhatsAppIF X ATLAS· Jun Kai

  • preferencecontent-approval-delays2025-10-10373d ago

    Client wants edited content posted without waiting for their feedback — silence means go ahead.

    Inferred from the 10 Oct exchange where Angeline chased on the delay and immediately approved.

    WhatsAppIF X ATLAS· Interior File - Angelineinferred, not stated

  • contextlead-delivery-process2025-08-30414d ago

    Leads generated will be sent into this chat as notifications with lead details and a WhatsApp chat link, plus a live lead sheet for reference on all leads generated

    Explained when ads went live on 30 Aug.

    WhatsAppIF X ATLAS

  • contextlead-response-rates2025-09-11402d ago

    About 60% of leads respond when contacted, and about 10% have shown interest in setting an appointment right now

    WhatsAppIF X ATLAS· Alastair Tock

  • commitmentmonthly-invoice2025-09-25388d ago

    Invoice for the upcoming month to be processed by 1 Oct

    Followed up again on 1 Oct as still outstanding.

    WhatsAppIF X ATLAS· Atlas

  • commitmentmonthly-review-deck2025-10-06377d ago

    Monthly review deck will be sent once the month's cycle ends and the client has filled up the lead sheet, followed by a monthly review call.

    Angeline committed on 1 Oct to fill up the sheet and forward it; still outstanding as of 6 Oct.

    WhatsAppIF X ATLAS· Jun Kai

  • contexttestimonial-usage2025-09-11402d ago

    Only parts of the Flamingo Valley testimonial from client Jamie can be used because some parts are a bit muffled

    WhatsAppIF X ATLAS· Jun Kai

Log meeting notes

Paste the notes; extraction pulls the facts and flags what contradicts the record. Add the doc link so the full detail stays one click away.

Facts

only approved facts may anchor a claim

Nothing known yet. Ingest a script or add facts the team already knows.

Documents

drafted by the system, edited by people — then the edits are read back into the record

Nothing yet. Drafting is instant and free — agreement, invoice and deck from the client record, with [AM: …] markers where a human must fill in what the system must not invent.