Jireh Profits
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Owner desk
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Automations
Pick a client. Run a pack. Check the 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 a handoff project and task, share the client.
→ Handoff project created
No runs yet — pick a client and fire a playbook.
