HARRINGTON PRIVATE /CLIENT OFFICE /OVERVIEW
Demo workspace · Changes are saved only in this browser. No client accounts are connected.
THE CLIENT OFFICE / 001

Good afternoon, Julien.

Your mandate, your next decision, your next move.

YOUR CURRENT MANDATECALLOWAY ADVISORY · OCTOBER CYCLE
01 / THE BINDING CONSTRAINT

Build an origination engine that you own.

Referral partners · 58% of opportunities (85% at baseline). Our priority is to turn distribution into a proprietary asset.

2 / 5 ACTIONS COMPLETE
02 / NEXT ADVISORY SESSION
15 OCT

Outbound vertical selection

Thursday, 16:00 Europe/Paris · With Mitch

1 PENDING DECISIONS
BUSINESS PERFORMANCE · DEMO SNAPSHOTLAST 6 MONTHS
Qualified conversations11
+4 vs prior month
Active mandates5
+1 vs prior month
Weighted fee pipeline$910K
+$270K vs prior month
Referral dependence58%
−13 pts vs prior month
03 / EXECUTION

Immediate priorities

Reactivate 1,400-contact CRMJulien Marchetti · Due 20 Oct 2026
Launch targeted outbound to 300 foundersJulien Marchetti · Due 20 Oct 2026
Write two anonymized deal case studiesJulien Marchetti · Due 20 Oct 2026
04 / STRATEGY

Decisions on the table

Mitch · Review 30 Oct 2026
Approved
Max · Review 15 Oct 2026
Pending
Max · Review 1 Nov 2026
Monitoring