Agency client portfolio

Cross-client visibility, retainer-aware.

## Clients

Use the **Clients** surface. Columns: client, retainer ($), hours/mo allocated, hours used MTD, status (healthy / at-risk / overrun), renewal date, owner.

## Engagement docs

One section per client. Relationship context, scope, key contacts, history.

### [Client name]

- **Engagement type:** retainer / project / hybrid
- **Started:** date
- **Key contacts:** names + roles
- **Active scope:** current work
- **History:** prior projects, key wins, friction points

## Renewal queue

Use the **Renewal queue** surface. Auto-populated from clients within 60 days of renewal. Columns: client, renewal date, current MRR, proposed MRR, status (negotiating / signed / lost).

## Cadence

- Weekly: review hours-used vs allocated. Flag overruns.
- Monthly: review at-risk clients. Schedule re-engagement.
- 60 days pre-renewal: open negotiation.

Fork to next cycle

When you're done, fork the workspace for the next cycle. The new workspace will be seeded with your structure, your customizations, and this cycle's retro as your agent's first Status entry — so it picks up context-aware from where this one left off. Same template, next cycle, no manual setup.