GROUND TO OAK | BUSINESS SOLUTIONS

Client Delivery Hub · Clarity Sessions, client relationships, projects, and deliverables

GROUND TO OAK

Client Delivery Hub

Sign in to your private client workspace. Contact your administrator for an invitation.

Open Growth Hub appOpen client portal
Private workspace: records are saved to your account and available when you sign in on another device. Export regular backups and keep client information limited to what you need. Review AI inputs and generated drafts before sharing them.
Active clients0
Open projects0
Open tasks0
Upcoming / overdue0

Next actions

Open tasks sorted by due date.

Recent client activity

Latest client records and project status.

Suggested workflow

01 · Connect

Log a lead, note their challenge, and schedule a discovery conversation.

02 · Clarify

Run the session, capture evidence and constraints, and create an Action Brief.

03 · Deliver

Track the deliverable and due date, record follow-up, and identify next support needs.

Add / edit client or lead

Client Growth Portal

These fields control what the client sees in their portal preview.

Client list

Create / edit project

Projects

Add / edit task or deliverable

Tasks & deliverables

Meeting / relationship note

Notes history

Business Clarity Session + AI Workbench

Use this during or immediately after a session. The builder organizes your notes and creates a prompt to paste into your approved AI tool; it does not make an AI API call by itself.

Prioritized next steps (3 maximum)

AI prompt

Generate the prompt to see it here.

Working Action Brief

Create a working brief to see it here.

Before you send anything to a client

Proposal Generator

Build a branded proposal, save it to this CRM, then open a print-ready version to save as PDF. Payment collection is not connected; add your QuickBooks process when ready.

Overview and objectives

Scope of work and deliverables

Investment

Add up to six line items. Quantity × unit price calculates the proposed fee. This is a proposal estimate, not an invoice; taxes and payment processing are not automatically calculated.

Service / line itemQtyUnit price ($)Line total
$0.00

QuickBooks payment links and invoicing are not connected in this version. State payment terms here; issue invoices separately when your QuickBooks setup is ready.

Project boundaries and responsibilities

Saved proposals

Saved privately to your account with your other CRM records.

Ground to Oak Strategy Engine

A structured working method to turn a client challenge into a practical direction, decision, and execution plan. This creates a reusable analysis worksheet and an AI prompt; it does not call an AI service or verify the analysis automatically.

Strategy output

Review, edit, and validate every recommendation before sharing with a client.

AI analysis prompt

90-Day Execution Tracker

Turn an active project into a sequenced 30/60/90-day plan with tasks in your existing CRM. Dates are suggestions based on the start date; adjust them to fit the engagement.

This creates tasks in the CRM and may create duplicates if run more than once. Review dates, ownership, and task wording before saving another plan.

Execution overview

90-day roadmap draft

Ground to Oak Business Control Center

A lightweight owner dashboard for pipeline, workload, delivery, and revenue visibility. Figures reflect records saved in your private workspace and are not a substitute for bookkeeping or tax records.

Open leads / prospects0
Proposal value (draft/sent)$0
Accepted proposal value$0
Active project value$0
Open tasks0
Overdue tasks0

Follow-ups due

Delivery attention

Service profitability scratchpad

Estimate effective hourly earnings for a service. Enter the full time involved, not just client meeting time.

Estimated hourly contribution before taxes/overhead$45.83/hr

Monthly owner review

  • Which lead source produced qualified conversations?
  • Which service generated the strongest contribution per hour?
  • Which projects are at risk of scope creep or delay?
  • What is the single most important business-development action next week?
  • What should be standardized, delegated, automated, or stopped?

Ground to Oak Toolkit Library

Download professionally branded document templates. Word files are editable; PDFs are ready for viewing or printing. Each includes the Ground to Oak oak-leaf logo, forest green and sage accents, cream highlights, Georgia/Aptos typography, and a branded footer.

Business Clarity Action Brief

Summarizes the challenge, outcome, evidence, options, recommendations, and prioritized next steps.

Download editable Word Download PDF
Strategic Initiative Charter

Defines the business case, scope, objectives, governance, roles, milestones, risks, and success measures.

Download editable Word Download PDF
Process Improvement Plan

Documents the current state, evidence, root-cause hypotheses, future-state recommendations, and controls.

Download editable Word Download PDF
90-Day Execution Plan

Organizes 30/60/90-day outcomes, milestones, owners, due dates, dependencies, and review checkpoints.

Download editable Word Download PDF
Consultant Business Operations Review

Reviews offers, lead generation, sales, delivery, systems, financial health, capacity, and improvement priorities.

Download editable Word Download PDF
Seed to Oak Business Solutions Connection

Add a business tools connection page to your separate Seed to Oak site. Includes the application source and setup instructions. Existing client records stay in this workbench.

Download Seed to Oak connection kit (ZIP)
Download all templates (ZIP)

Toolkit design principles

  • Use plain language and make each tool action-oriented.
  • Separate confirmed facts from assumptions and hypotheses.
  • Define owners, dates, dependencies, and evidence of completion.
  • Keep scope boundaries visible and document change requests.
  • Human-review AI-assisted content before it is shared externally.
  • Do not place sensitive client data into unapproved tools.

Future product opportunity

Test these templates with real engagements, then refine them into a Ground to Oak toolkit or paid digital product based on client needs.

Backup & restore

Export a JSON backup regularly and before replacing or deleting records. The backup includes client, project, task, note, and proposal records.

Restoring replaces your account’s cloud records with the backup records. Export current records first.

Workspace & access

Each authorized account has a private workspace stored in the cloud. Records are not shared with other accounts. Changes from another device are checked before saving to prevent accidental overwrites.

Export JSON backups regularly and store them securely. Calendar/email integration, automatic reminders, invoicing, and direct AI integration are not included.