Active projects you're working on or getting paid for
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Give this asset a clear, identifiable name
What is this asset and why is it important?
Who referred this person/lead? Used to track referral sources.
Contact phone number for this person/lead.
Contact email address for this person/lead.
Asset type
Check-in cadence
Importance
Per cycle
Estimated time you spend managing or maintaining this asset each month. This affects priority calculations and ROI metrics.
How unpredictable or unstable is this asset? Low = stable, High = frequently changes or breaks. Affects check-in frequency recommendations.
Manual = requires hands-on work. Fully Automated = runs without intervention. Higher automation reduces priority score.
Potential impact if this asset fails. Low = minimal impact, Critical = business-stopping failure. Higher risk increases priority.
How hard would it be to replace this asset if it failed? 1 = easy replacement, 5 = very difficult. Affects priority scoring.
Add team members or custom partners
Add social profiles, websites, or resources. Icons appear automatically based on the link type.