Aidaptive · Control System
Watchtower
Real-time view of every customer, project, task, and dollar.
Customers
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active accounts
Active Projects
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in flight
Open Tasks
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across all projects
Outstanding
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unpaid invoices
Customer Health
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Project Health
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Billing Health
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👥Customers
All Aidaptive clients — sourced from HubSpot.
| Company | Industry | Status | Contract | POC | Active Projects | ARR / Value | Last Activity |
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📋Projects
All active and past engagements — sourced from Jira.
| Customer | Project | Phase | Owner | Health | Status | Last Updated |
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✅Tasks
All tasks across projects — sourced from Jira.
| Task | Project | Customer | Assignee | Priority | Status | Due |
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💰Billing & Invoices
Invoice and revenue tracking — sourced from QuickBooks + HubSpot.
Total Billed (YTD)
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Paid
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Outstanding
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Overdue
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| Customer | Invoice # | Amount | Issued | Due | Status |
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🎯Next Steps
AI-generated action items from customer communications — updated on each HubSpot sync.
| Action | Customer | Owner | Priority | Due | Status | Source |
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💬Customer Comms
All communications between Aidaptive and customers — emails, calls, meetings, and messages.
| Date | Customer | Type | Direction | Subject / Summary | Aidaptive | Client Contact |
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📈Investor Portal
Board meetings, company updates, and investor materials.
Founded
2019
Next Board Meeting
TBD
Board Meetings (Total)
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📅Board Meeting History
Placeholder — Add real meetings
Board Meeting
Add board meeting details, agenda, and slides here.