TeamPulse — Clients

One row per client. Anyone on the team can read this.

Client Name

Original URL

Their existing / current site — handy when we're taking one over.

Test URL

Where we're building it before launch.

Go Live URL

The final production URL once launched.

Job Specs — What We're Building

Reference scope for the whole team. Actionable to-dos live on the Team Board.

Services — what we do for this client

✅ Ran our 2026 Quality Control System

Date QC ran

QC Page URL

The quality-control page we drop on their server — opens from the profile.

People — primary owner first, then anyone else

★ Primary Owner

Name

Role / Title

Email

Mobile

Office

Additional contacts at this client — each with their own role, email, mobile & office.

System / Utility Email

Optional — the non-human inbox for alerts and automations. Not a person.

Location

Extra locations (label + address) — reference for GMB / multi-site clients.

Year Business Founded

Referral / Sold By

Who sent us this job, if anyone (loosely-associated salespeople, referrals).

Status

Onboarded Date

Profiles & Links

Managed software or any other link specific to this client (label + URL).

Clients