New client

Captures the setup the system runs on. Saving creates a draft. Create the matching row in the Notion CRM with the same name and the draft turns live when the next poll sees it.

Identity

Client name *Must match the Notion CRM row exactly; the name is the join.Channel URL

The package — what the retainer buys

Videos per periodBecomes CRM `Videos`. Drives slots and the cadence scoreboard.Retainer ($/mo)Period startLast invoice date. A period starts only when the invoice is paid.Period endNext invoice date. Slots generate inside these dates.

Cadence — how the date chain runs for them

Voicenote cadenceVoicenote dayWeekly-batch clients only.Filming rhythmBatch film dayBatch-rhythm clients only. Used verbatim, never approximated.Max films per dayScripts byClient = self-serve: no voicenote chases, no slot generation.

Notes

Anything else the team should know

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