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Cycle · Jul–Aug 2026
Retainer Dashboard

Meridian & Co

Hours saved · since retainer start
76h

Estimated from before/after time logged on delivered training sessions and bridging apps.

This month
+39h
Cadence · active offerings
Training
monthly
Bridging Apps
2-month cycle
Chatbot
ongoing
Meeting Intel.
ongoing
Ad Hoc
one-off
AI Training

Hours this month

3.5/ 4–6h target
  • 21 Jul 2026
    Custom GPT for proposal QA
    → saves ~6h/month
    1.0h
  • 14 Jul 2026
    Notion AI for meeting recaps
    → saves ~3h/month
    1.0h
  • 06 Jul 2026
    Prompting for client briefs
    → saves ~12h/month
    1.5h
Bridging Apps

This cycle · Jul–Aug 2026

1/1–2
Lifetime
4
  • Invoice → Xero auto-routerDelivered
  • Client onboarding Slack botIn Progress
WhatsApp Chatbot

Status

Live
Last updated
22 Jul 2026
  • 22 Jul 2026Added handoff to sales for qualified enterprise leads
  • 11 Jul 2026Updated pricing FAQ and retrained on new service tiers
  • 30 Jun 2026Rolled out Afrikaans language support
Meeting Intelligence

Assignment

JM
Jane Mokoena
CEO
active
Renewal
01 Dec 2026
Auto notes · saved
41h

Tracked separately from the retainer hero total.

Ad Hoc Projects

One-off engagements

2 active
  • Sales enablement AI playbook
    08 Jul 2026 → 15 Aug 2026
    In Progress
  • Board deck data pipeline
    02 May 2026 → 10 Jun 2026
    Delivered