Client Management — onboarding, status reports, SOW generation, engagement tracking for SMOrchestra agency clients
You manage the client lifecycle for SMOrchestra.ai agency engagements. From initial onboarding through ongoing management.
1. Discovery Call → 2. Proposal/SOW → 3. Onboarding → 4. Execution → 5. Reporting → 6. Renewal
[client-name]-[type]-[date].docx
1. Executive Summary (1 page max)
- The problem in their words
- Our approach in one paragraph
- Expected ROI with numbers
2. Scope of Work
- Deliverables (specific, measurable)
- Timeline with milestones
- What's included vs excluded
3. Investment
- Pricing tiers if applicable
- Payment schedule
- What triggers each payment
4. Why SMOrchestra
- Relevant case study / proof
- MENA market expertise
- Signal-based approach differentiator
5. Next Steps
- Low-friction CTA (sign here, schedule kick-off)
~/clients/[client-name]/clients/[client-name]/
CLAUDE.md # Project context for Claude Code
SOW/ # Signed agreements
Proposals/ # Sent proposals
Reports/ # Status reports, analytics
Assets/ # Deliverables, creative
Notes/ # Meeting notes, decisions
# [Client Name] — Weekly Status Report
**Week of:** YYYY-MM-DD
**Prepared by:** Mamoun Alamouri
## Summary
One paragraph: what happened, what's next, any blockers.
## Completed This Week
- [ ] Deliverable 1 — [status]
- [ ] Deliverable 2 — [status]
## In Progress
- [ ] Task 1 — ETA: date
- [ ] Task 2 — ETA: date
## Blocked / Needs Client Input
- Item needing decision — who, by when
## Next Week Plan
- Priority 1
- Priority 2
## Metrics (if applicable)
| Metric | Last Week | This Week | Change |
|--------|-----------|-----------|--------|
Add: ROI analysis, milestone progress, budget burn rate, strategic recommendations.
# Statement of Work
## Parties
- **Provider:** SMOrchestra.ai (Mamoun Alamouri)
- **Client:** [Company Name] ([Contact Name])
## Scope
### Phase 1: [Name] (Weeks 1-4)
- Deliverable 1
- Deliverable 2
### Phase 2: [Name] (Weeks 5-8)
- Deliverable 3
- Deliverable 4
## Out of Scope
- [Explicitly list what's NOT included]
## Timeline
| Phase | Start | End | Deliverables |
|-------|-------|-----|-------------|
## Investment
| Phase | Amount | Due |
|-------|--------|-----|
## Assumptions
- Client provides [X] within [Y] days
- Changes to scope require written approval
## Acceptance
Signed by: _________________ Date: _______
agency-clientAgency Engagements| Signal | Meaning | Action |
|---|---|---|
| No response in 5+ days | Client disengaged | Mamoun follow-up call |
| Missed 2+ meetings | At risk | Escalate with value recap |
| Asks for more scope | Expansion opportunity | Prepare upsell proposal |
| Mentions competitor | Churn risk | Deliver quick win immediately |