LittleJackMarketing

Not shared with clientThe client can’t see this yet. Publish when it’s reviewed.

Three review lanes in order: Accountant, then FM, then CFO. Anyone on staff can act in the current lane; every action records a name. While a cycle is open, every save on the Valuation, write-up, and Roadmap surfaces is captured here as a change card.

Acting as

No review cycle yet for LittleJackMarketing.

Start a cycle, then edit in Valuation, Roadmap, or the Packet write-up; saves are captured as change cards.