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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
+0h
Cadence · active offerings
Training
monthly
Bridging Apps
2-month cycle
Chatbot
ongoing
Meeting Intel.
ongoing
Ad Hoc
one-off
AI Training

Hours this month

0.0/ 4–6h target
    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