Client-facing operations dashboard for content planning, outreach, CRM tracking, inbox management, and weekly performance reporting.
Quick Navigation
[Content Scheduler (Trello)](https://app.notion.com/p/Content-Scheduler-Trello-359ea5b7b281800db4f6d4144d1a16e5)
📊 Outreach Tracker (Google Sheets)
🌸 Luna Glow Campaign Assets
Inbox Management Workflow
📈 Weekly Performance Report
♡ Inbox Management
High Priority Emails
- [ ] Order escalation / delayed shipment
- [ ] VIP customer concern
- [ ] Payment or subscription issue
Pending Replies
- [ ] UGC creator: confirm product shipment address
- [ ] Micro-influencer: request media kit + rates
- [ ] Retail inquiry: reply with wholesale one-pager
Collaboration Requests
- [ ] Brand partnership request (evaluate fit + audience)
- [ ] PR gifting list (compile addresses + handle)
Customer Support Messages
- [ ] Product routine recommendations
- [ ] Ingredient sensitivity questions
- [ ] Returns/exchanges policy requests
♡ Weekly Overview
Campaign Name: Glow Into Spring
This Week’s Focus Goals
- Finalize 7-day posting plan (Reels + carousels)
- Reach out to 15 UGC creators and log responses
- Maintain same-day inbox response for customer support
Business Objectives
- Increase engagement (saves, shares, comments)
- UGC outreach to build social proof
- Improve posting consistency (4–5 posts/week)
♡ Weekly Progress
Content Completion ████████░░ 80% c
Influencer Outreach ██████░░░░ 60%
Inbox Management ██████████ 100%
Campaign Preparation ████░░░░░░ 40%
♡ Weekly Performance Report (To be updated)
Week of: May 16, 2026
- Engagement rate:
- Top performing post: (Link / post title) — saves / shares
- Outreach success rate: ___% (Replies ÷ Outreach sent)
- Total leads generated: ___
♡ Strategy Notes
Glow Into Spring Campaign — Strategy
- Content strategy: 60% education (tips/ingredients), 25% product highlights, 15% UGC/social proof
- Engagement strategy: daily story interactions (polls, quizzes), respond to comments within 2 hours, pin top comments
- Influencer outreach plan: 20 UGC creators/week, prioritize “glowy skin” niche; follow-up at 48h; offer tiered incentives
- Posting consistency goals: 4–5 feed posts/week + daily stories; batch design on Tue; schedule by Wed
🌟Brand Operations System
📊 KPI TRACKER
🤝 CRM Snapshot
| Metric |
Target (Weekly) |
Current |
Notes |
| Engagement Rate |
≥ 4.5% |
3.8% |
Boost saves with tips + carousel hooks |
| Follower Growth |
+150 |
+82 |
Prioritize Reels + UGC reposts |
| Posts per Week |
5 |
3 |
Schedule remaining 2 posts by Wed |
| Outreach Sent |
20 |
12 |
Follow up after 48 hours |
| Conversion / Replies |
25% |
18% |
Improve pitch personalization |
| Pipeline Stage |
Count |
Next Action |
| New Leads |
18 |
Qualify + tag segment |
| Contacted |
12 |
Track response window (24–48h) |
| Interested |
7 |
Send offer + collaboration details |
| Follow-up |
9 |
Follow-up message #2 + value angle |
| Closed Deals |
3 |
Collect deliverables + usage rights |
Content Workflow System
**TASK MANAGEMENT**
Today’s Tasks
- [ ] Schedule 2 IG posts (1 Reel, 1 carousel) for the next 48 hours
- [ ] Respond to customer support emails (refunds, order updates, shade matching)
- [ ] Update CRM: add 5 new leads and tag priority level
- [ ] Check outreach replies and move warm leads to “Interested”
- [ ] Draft key highlights for weekly performance report
This Week Tasks
- [ ] Build “Glow Into Spring” content calendar (7 days)
- [ ] Outreach: contact 20 UGC creators + 10 micro-influencers
- [ ] Refresh Canva templates for tips + product highlight posts
- [ ] Organize inbox labels + apply filters (Support / Collabs / VIP)
- [ ] Publish weekly report (end of week)
**VISUAL IDENTITY 🌼**
🎨 Brand Inspiration
💗Creative Direction
