Jireh Profits
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Trading Floor · bypass
Trading Floor
View-as
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Automations
One click → clear outcome on a client profile. Credits, no-shows, and Partner escalate included.
What this isResults-driven ops packs.
How it helps youPick a client, run a playbook, verify on their profile or Projects.
New signup pack
Move to onboarding, mark portal invited, note welcome task.
→ Client staged for onboarding + welcome note
Payment late
Flag at_risk, add gap, queue payment reminder note.
→ Risk flag + payment chase note
Prop phase pass
Celebrate milestone note + Partner share suggestion.
→ Milestone logged on profile
Adapt needed
Share with Partner, add adapt gap, escalate note.
→ Partner shared + adapt task note
Session no-show
Log miss toward 3-miss rule and burn a credit.
→ No-show counted in session credits
Invite unclaimed
Bump invite reminder on clients stuck invited.
→ Reminder note added
Credits low top-up
If remaining credits ≤ 1, grant +4 and note the top-up.
→ Session credits topped up
Escalate to Partner
Create Anik project + task with clientId and share client.
→ Partner handoff project created
No runs yet — pick a client and fire a playbook.