Holodeck Consulting

canonical client workspaceMeetingsControl TowerNotes ↗
Loading…

Workflow

Intake → evidence/data → analysis → findings → recommendations → deliverable → review

Ongoing engagement record

Notes

Decisions

Deliverables

Engagement brief

Open actions

At a glance

Billing snapshot

Principal-reviewed reference only. No invoice, payment, collection, or accounting-system authority.

Monthly operating review

Review actions, scorecard/findings, correspondence, meetings, billing snapshot, and deliverables. The workspace is canonical; SiYuan holds human notes, the email archive holds messages, and no shadow CRM copy is required.

System-of-record map & new-client trigger
  • Workspace: engagement brief, actions, decisions, deliverables, review and billing reference.
  • Canonical client files: meeting identities, recordings, transcripts and evidence.
  • SiYuan: linked human-readable client and meeting notes.
  • Email archive: correspondence source of truth; workspace stores no bodies.
  • Create a new client/engagement only after Principal approval or an approved engagement; never infer one from an email.

New engagement