Add onboarding status changes to your reporting sheet

Onboarding status changes on your project board can go untracked and delay billing or launches. Record each change to a single sheet so your founder and program manager reconcile statuses same day.

Overview

When onboarding statuses change, billing triggers and launch readiness can get delayed—especially in a small agency where one person wears many hats. This flow captures each status update into a single reporting sheet so you and your program manager reconcile and act on statuses same day.