Good evening, Kathryn.

Monday 1 June 2026

Business Overview

Active Clients

3

1 partner · 0 growth · 3 foundation

TSH Members

1

1 founding member

Founding Members

1 / 30

3% of target

Open Loops

0

Review weekly

Business Stage

CH Digitals

Building

Go-live soon

View dashboard →

TSH Media Group

Launching

Shop Local CH live

View dashboard →

TSH Membership

Shop Local CH

Founding Members

1 / 30

Target: 30 founding members by 30 June 2026

0

Professional

$97/mo

0

Growth

$57/mo

1

Starter

$25/mo

Est. monthly recurring$25/mo

Members

TestStarter★

Client Roster

4 clients
C

CH Tools

Mark

FoundationActiveView →
M

Maree Delaney

Maree

FoundationProspectView →
E

Emerald Natural Health

Amanda Mullemeister

FoundationActiveView →
S

Shop Local CH

Kathryn

PartnerActiveView →

Campaign Tracker

14 active

Founding Member Drive — Phase 1

Shop Local CH

Active
1/5 deliverables20%
Landing page design + copy25 Apr
Founding member welcome email28 Apr
Shopify product setup
Social launch creative pack2 May

+1 more

Phase 3 — Complete Marketing Stack

Shop Local CH

Planning
0/6 deliverables0%
Everything in Email Foundation
Everything in SEO Foundation
Everything in Ads Launch
Cross-channel attribution setup

+2 more

Phase 4 — Single Automation

Shop Local CH

Planning
0/5 deliverables0%
One end-to-end automation workflow
Trigger, action, and notification chain configured
Testing and documentation
Common examples: lead form → CRM → email → task board

+1 more

Phase 5 — Brand Refresh

Shop Local CH

Planning
0/5 deliverables0%
Logo refinement (not a full redesign — clean up and modernise)
Colour palette definition (primary, secondary, accent)
Typography selection (heading + body fonts)
Basic brand guidelines document (PDF, 4–6 pages)

+1 more

Phase 6 — Integration Bundle

Shop Local CH

Planning
0/5 deliverables0%
Up to 4 integrations between your systems
Full data mapping across all connections
End-to-end testing of each workflow
Documentation and troubleshooting guide

+1 more

Phase 7 — Essential Site

Shop Local CH

Planning
0/8 deliverables0%
Up to 5 pages (Home, About, Services, Contact + 1 extra)
Fully responsive — mobile, tablet, desktop
Contact form with email notification
Basic on-page SEO (meta titles, descriptions, alt tags)

+4 more

Phase 8 — Launch & Handover

Shop Local CH

Planning
0/4 deliverables0%
Final review with client
Launch / go-live
Handover documentation
Post-launch check (7 days)

Phase 2 — Shopify Signature

Shop Local CH

Planning
0/7 deliverables0%
Custom Shopify theme design (not a default theme)
Up to 100 products with structured collections
3 integrations (e.g. Xero, Klaviyo, POS, fulfilment)
Email flows — welcome, abandoned cart, post-purchase

+3 more

Phase 2 — Business Site

Emerald Natural Health

Planning
0/8 deliverables0%
Up to 10 pages with content management system (CMS)
Blog section with categories and tagging
Booking or advanced form integration (Calendly, Typeform, etc.)
Copywriting review and recommendations

+4 more

Phase 3 — Shopify Signature

Emerald Natural Health

Planning
0/7 deliverables0%
Custom Shopify theme design (not a default theme)
Up to 100 products with structured collections
3 integrations (e.g. Xero, Klaviyo, POS, fulfilment)
Email flows — welcome, abandoned cart, post-purchase

+3 more

Phase 4 — Complete Marketing Stack

Emerald Natural Health

Planning
0/6 deliverables0%
Everything in Email Foundation
Everything in SEO Foundation
Everything in Ads Launch
Cross-channel attribution setup

+2 more

Phase 5 — Launch & Handover

Emerald Natural Health

Planning
0/4 deliverables0%
Final review with client
Launch / go-live
Handover documentation
Post-launch check (7 days)

Phase 2 — Complete Marketing Stack

CH Tools

Planning
0/6 deliverables0%
Everything in Email Foundation
Everything in SEO Foundation
Everything in Ads Launch
Cross-channel attribution setup

+2 more

Phase 3 — Launch & Handover

CH Tools

Planning
0/4 deliverables0%
Final review with client
Launch / go-live
Handover documentation
Post-launch check (7 days)