Here is your Notion-ready structure for the Admin Reports & Checklists master page for Cedar & Iron. This version is stripped of emojis and designed for a clean, professional, principle-based workspace. This page contains all recurring internal reports and system checklists needed to maintain trust, capacity, and relational integrity. These reports support operational clarity, tier alignment, and your ability to deliver high-value stewardship with minimal administrative burden.
Purpose: Document each visit to capture what happened, what changed, and what’s next. Feeds downstream communication and task tracking.
Purpose: Evaluate time and emotional investment per tier. Helps validate pricing, identify overload, and flag tier transitions.
Purpose: Track frequency and consistency of all family/client contact. Ensures no household is overlooked.
Purpose: Prep you before each visit with context, history, and open actions. Ensures continuity and presence.
Purpose: Monitor business sustainability. Check balance of effort, margin, and tier structure.
Purpose: Protect your vision. Confirm your service model still aligns with Cedar & Iron’s principles.
Audience: Internal only
Cadence: Every 90 days
Data Required: