Overview
Your to-do list
Everything waiting on youThis week, in one glance
Copy it or post it to your SlackComing up
Next 14 daysRecent activity
Last 14 days, click to openWhere everyone is on the roadmap
Hover a dot for details, click to open their cardSupport timeline
Start date to support endPlans
Support ending
Next 12 weeksNoticed
The system remembers so you can pay better attention. Someone walked in, shared Proof of Life, went live, finished a phase, is wobbling, or has a birthday. Write a note in your voice, send it, or mark it handled if you showed up another way (a voice note, a Circle comment).
Clients
Filter and sort to find who needs you. Click anyone to open their full profile: dates, roadmap, Circle access, upcoming automatic emails, private notes and everything they've done.
Emails to approve
Notes I'd write for you, based on where each client is. Click Write it, edit anything you want, then Send it. Nothing goes out until you press Send, and every sent note is saved in the Nudge Log.
Waiting for you
Sent and skipped
Unlock the Block
Questions members submitted for the calls. Hitting a block means they found the next door. Flip Answered once it's handled, and watch the patterns: a wall five people hit is a sign the experience itself could change.
Waiting for an answer
What the room asks about
Last 90 days, hover for the questionsWho's asking
Last 90 daysAnswered lately
Bonus picks
Each pick from bonus.evergreenicon.com. Open one, read your filming notes, record your Loom, paste the link and press Send it. The email goes out from your Gmail.
Picks
Waiting ones firstStrategies picked so far
Hover a bar to see whoWins & showcases
Finished programs and mini-courses to shout out, wins clients shared privately, and reward claims. Flip the switch when you've done it.
Wins by kind
Hover a bar to see whoStill to do
Program showcase
Finished signature programsMini-course showcase
Finished mini-coursesWins shared privately
Reward claims
Milestones they've hitPayments
Members Room payments from ThriveCart. Anything flagged needs a look in Airtable, because changing a payment row there re-runs the support automations.
Money by month
Hover a bar for detailsNeeds a look
All payments
Calls
Every call on your schedule, who showed up and the questions that came in. Add a new call here and it saves straight to your Q&A Call Schedule in Airtable. All times are Mountain time.
Add a call
Saves to AirtableComing up
Past calls
Last 120 days. Click a call to see who cameIntake & experts
What people told you when they joined, and the expert network: who's great at what and who wants another brain on it. Matches show introductions you could make.
Great at
Hover a bar to see whoWants another brain on
Hover a bar to see whoSomeone you should know
You approve every intro. Claude drafts, you send.Intake answers
Insights
How the program is going as a whole: where people get stuck, who's engaged, and what the Members Room could look like.
How far people get
Hover a bar to see whoLast active on the roadmap
Hover a bar to see whoMembers Room outlook
New clients per week
Hover a bar to see whoProof of Life
Revenue is one receipt. Hover for theirs.Builder → Operator
Where everyone is in the worldBuilder: still building the program or funnel. Operator: the funnel is live or they've made a sale. Members Room: past the first 90 days, still in. Alum: support ended.
Calls attended
Hover a bar to see whoHousekeeping
Anything in Airtable that's missing, mismatched or could make an automation do the wrong thing. Fix these and everything else runs on its own.
How it works
What every status means and what happens automatically, so you always know what a client is getting.
Statuses
What happens automatically
The language of this portal
Shortcuts
Reads your Group Offer Hub in Airtable live. Only Evergreen Icon 2.0 clients show here (anyone with a Paid Through date). Changes you make here save straight to Airtable, and nothing is emailed unless you press Send.