Operations
Action board, updates, and weekly snapshots
Operations centralizes open action items from meetings, client update feeds, and weekly snapshots — so delivery leads see what's blocked without chasing Slack.
The problem
Delivery work is invisible until something slips. Action items from calls don't make it to the board; clients feel out of the loop.
How Base helps
Base pulls meeting action items into an operations view, surfaces client-facing updates, and supports weekly snapshot cadences your team controls.
How it works
Sync meetings & email
Action items from synced meetings and flagged client asks from threads appear on the operations board.
Track open work
Filter by client, owner, and status — link back to source meetings.
Send client updates
Publish structured updates so clients see progress without a custom report build.
FAQ
Do weekly snapshots go to clients automatically?+
Snapshots are generated and reviewed in Base. Your team controls what clients see through portal and update workflows.
Keep exploring our features
Every module in Base ladders to retention, expansion, growth, or revenue across your agency book.
Retention · Keep clients before renewals slip
Expansion · Grow revenue from existing accounts
Growth · Performance and strategy that compounds
Revenue · Portfolio-wide intelligence