Welcome
Hey there, welcome back!
Here’s what’s happening with your project today.
Next step
Your next steps
A short list, not a giant to-do pile.
Project progress
Your workspace
Price list
Clarity Report: Single leak$250
Clarity Report: Full report$1,500
Assist Mapping (2-hour session)$350
Website Design: Single-page site$1,000
Website Design: Standard site (up to six pages)$5,500
Custom HTML Build: Single-page site$2,500
Custom HTML Build: Standard site$14,500
Starter Link$250
Add-on: Additional leak$250
Add-on: Additional Assist Mapping session$350
Assist Care: Front-End$199
Assist Care: Meta Set-Up$250
Assist Care: Meta Set-Up + 30-Day Monitoring$350
Assist Care: Meta Tech Support$250
Assist Care: Website Tech Support$250
Assist Care: Website and Meta Tech Support$375
Assist Care: Content Hygiene$500
Direct service add-on: Each revision after the first 3$25
Direct service add-on: Voluntary service pause$0
Direct service add-on: Service resume$100
A little progress goes a long way
Hey there, welcome back!
Here’s what’s happening with your project today.
Your project snapshot
Project progress
38%
↗ One step at a time
%
Tasks completed
4
Nice work — keep going!
DONE
Waiting on you
3
Your next little actions
NEXT
Ready for review
1
Your feedback makes it better
REVIEW
Where we are right now
Your project, broken into clear steps.
Your project journey
In progressWe’ll keep you posted at every handoff.
Overall progress38%
Kickoff
Discovery
Build & refine
○Wrap-up
Your next steps
A short list, not a giant to-do pile.
The latest
A friendly pulse on your project.
The big picture
Project board
See how work moves from kickoff to done. Select any task to open its details.
Project outcomes
Keep the project anchored to measurable business impact.
What success looks like
Not defined yet.
Desired ROI
Not defined yet.
Signals to look for
Not defined yet.
Small steps, real progress
Tasks & requests
Track what we’re doing and what we need from you.
Everything in one list
Check off your actions as you go.
No surprises
Tracking
Milestones and handoffs, made easy to follow.
Project milestones
Kickoff milestones are editable by Britt Assist team members. Clients can view the latest plan.
Rewards and corrective actions
Mapping-session commitments, trigger signals, due dates, and status tracking.
Your project library
Your field file
Useful deliverables, discoveries, and guides stay together here.
AUDIT
Leaks we found
Findings and observations from your audit.
Project findingsMAP
Service map
How your service journey is organized.
StrategyGUIDES
Your how-to guides
Helpful walkthroughs for your tools.
ResourcesROI
Results and ROI
Your outcomes and impact, shared at wrap-up.
Wrap-upYour onboarding record
A copy of the information you submitted on the Britt Assist booking page.
Your saved onboarding information will appear here after it is linked to your account.
Deliverables & files
Uploads stay attached to the checklist item that needs them.
To submit brand assets, content, or other materials, use the upload control inside the matching checklist task. Never upload passwords or secret keys.
Good communication, less chasing
Ask us anything
Share a question, update, or decision in one place.
Project conversation
Messages are associated with your workspace.
Urgent note for your OPHY (Operational Hygienist)
Use this for time-sensitive updates that need your OPHY’s attention.
Need your team included?
Request access for a colleague or collaborator. Britt Assist reviews requests before access is granted.
Internal workspace · Britt Assist
Team command center
Catch urgent client context before it gets lost in the task list.
Urgent / schedule alerts
0
Needs a human look
ALERTS
Open client requests
0
Access requests to review
ACCESS
Active tasks
0
Across client workspaces
TASKS
Client workspaces
0
Directory
CLIENTS
Client alerts & messages
Examples: travel timeline changes, overwhelm preferences, urgent blockers.
Client access & files
Approve access, see practice progress and open each client’s full file. A client’s dashboard opens only when you have approved them and they have passed the practice.
Teammate access requests
Approve or decline requests from client workspaces.
Client directory
Choose a client when creating tasks. Only Britt Assist staff can create tasks.
Loop Rewards
Complimentary services you earn by completing the A.S.S.I.S.T. Map Plan.
Restricted controls
Admin workspace
Manage access roles and review project operations. Admin access is checked by Supabase, not this screen alone.
Team members
0
Authorized staff
TEAM
Tracked rewards
0
Mapping commitments
REWARDS
Corrective actions
0
Follow-through tracking
ACTIONS
Overdue items
0
Needs review
DUE
Mapping-session tracker
Create a reward or corrective measure with a clear trigger and follow-up date.
Team access
Only admins should manage the team allowlist. Configure the first admin using the SQL setup instructions.
Designated @brittassist.com administrators must be listed in Supabase team_members with role = admin. Admins can access every portal area; client accounts cannot open the admin view.
Team only
Client content
Everything a client has sent you in one place. Open it, copy it, or download it.
Choose a client
Files are private. Download links expire after a few minutes, and only team members can open them.
Files submitted
Uploads from the client’s checklist items.
| File | For task | Sent | Status |
|---|
Messages from this client
Notes, requests and add-on requests.
Clear and simple
Invoices & payments
Keep billing references and payment status easy to find.
Manage client billing
Add services, add-ons, credits and payments. Clients see these lines read-only.
Billing overview
Secure payment links should come from your invoicing provider.
| Item | Description | Due date | Amount | Status | |
|---|---|---|---|---|---|
| No invoices have been added yet. | |||||
This area lists what you are being billed for. It does not collect card numbers or process payments. Britt Assist will send secure payment details for anything marked Due.
Assist Care is paid through this portal and shows up here like any other service. Only the Tools and the Personalized Package are billed separately. Need an add-on? Use “Ask us anything” to request it, or open Make a Payment to pay an agreed add-on. Your original booking stays finalized.
Make a Payment / pay an agreed add-on. Your original booking remains finalized.