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Every client, remembered. Every task, handled.

Cuebor remembers everything about every client, drafts the busywork for you to confirm, and gives clients one place to approve, sign and reply.

Launching soon · first seats go to the waitlist

cuebor.app/clients/harbor-co/context

Harbor & Co

Social · retainer since March · Sarah Lin

Notify clientDetails

Summary· written by Cuebor

Monthly social retainer for a coffee brand: 12 posts and 4 reels. Sarah signs off on Thursdays; October's launch is the new blend.

What Cuebor knows 1,280

October posts approved by SarahSarah approved all 12 posts in her portalClient portal · 9 Oct
Voice: warm, simple, no exclamation marks“Warm and simple. Never shouty, no exclamation marks.”Files · brand guide
Launch post moves to Friday, 17 Oct“could we move the launch post to Friday?” · Sarah's emailGmail · 2 Oct

From Sarah's email · 2 Oct

“…could we move the launch post to Friday the 17th? The new blend only lands that Thursday.”

Inferred from the messageCorrect
No emojis in captions“no emojis in captions please” · Sarah in #harbor-coSlack · 12 Aug
12 posts and 4 reels a month“12 feed posts and 4 reels each month” · retainer, clause 2Files · retainer
Sarah signs off on Thursdays11 of Sarah's last 14 approvals came on a ThursdayClient portal · 14 approvals
Audience: coffee lovers in the city, 25–40“City coffee lovers, mostly 25 to 40” · onboarding answersOnboarding · March

Sources

Listening
Onboarding18 answers
Notes6 notes

Ask Cuebor

Knows everything about Harbor & Co

What did Sarah say about reels in July?

Cuebor · read 3 sources

Slack · 14 JulInstagram · JulyFiles · July report

Try asking

Click anything on the screen. It's live.

StudioFileEditViewWindow▲ 82%9:02
Mail · inbox (47)

Sarah · Harbor & Co

Re: october posts?

Accounts

Invoice #241 overdue

Verge Type

feedback on reel 2

Cabin Goods

new brand files

No-reply

form response

content-calendar-oct.xlsx
ClientPostsApprovedStatus
Harbor & Co124??
Cabin Goods88ok
Verge Type169
Oak & Iron102late
Lumen Tea60
Team Chat · #clients
# general
# clients4
# harbor-co9
# design
# billing

Maya

did anyone send sarah the drafts??

Jon

which caption did she approve?

Maya

it's in whatsapp… or email? idk

Calendar · today
10:00Harbor content call
12:30Verge kickoff
15:00chase approvals (again)
17:00write sept reports???
harbor-report-sept-FINAL(2).doc
Billing · invoices
$8,400 due2 OVERDUE
#241 · Harbor & Co$4,800
#238 · Oak & Iron$3,600
#236 · Cabin Goods$5,200
Drive · Clients
Harbor
brand-v2
final_FINAL
onboarding?
Cabin
assets_old
misc
New folder
M

Sarah · Harbor & Co

2h ago

“did the october posts go out?”

B

Invoice #241 overdue

now

$4,800 retainer · 6 days late

C

#harbor-co · 9 mentions

1m ago

“which caption did she approve??”

F

New onboarding response

now

Cabin Goods · unassigned

C

Harbor monthly review in 10 min

now

september report not started

471332
Cuebor
cuebor.app/clients
Northwind Studio
Cuebor AIClientsCalendarCommunicationsDocumentsHistoryTeam
All 20MineArchivedFilterSearch clientsNew client
ClientStatusHealthTeamLast active
HHarbor & CoOctober posts approvedHealthyMC2m
OOak & IronCheck-in sentWatchJO1h
VVerge TypeReport sentHealthyMC3h
CCabin GoodsInvoice paidHealthyAR5h
FFieldworkBrief receivedHealthyJO1d
LLumen TeaOn trackHealthyAR1d
AAtlas & CoRenewal signedHealthyMC2d
NNorthlinePosts scheduledHealthyJO2d
MMarlow HotelsChanges sent backWatchAR3d
JJuniper SkinOnboarding doneHealthyMC3d
PPace RunningReel approvedHealthyJO4d
SSolace YogaOn trackHealthyAR4d
KKiln CeramicsReport draftedHealthyMC5d

One client. Ten apps.

Details get lost. Follow-ups get missed.

Now do that for twenty clients.

The problem

It's too much
to keep in your head.

Every client lives in ten places: threads, inboxes, files and a spreadsheet someone forgot to update. So details slip, follow-ups wait, and clients feel it.

twenty clientsten apps eachno one keeping track

How it works

It listens. It remembers. It acts when you say so.

Cuebor keeps one memory per client, fed by the places you already talk to them. Everything it drafts starts from that memory, so it sounds like you and knows the history.

01It listens

02It remembers

03It acts

Slack

each client's channel

Gmail

client email, as it lands

Client portal

replies and approvals

Files

briefs, contracts, brand guides

Onboarding

the questionnaire they fill in

Notes

what your team adds

H

Harbor & Co

1,284 facts · each with its source

Launch post moves to FridayGmail · 2 Oct
No emojis in captionsSlack · 12 Aug
October posts approvedClient portal · 9 Oct
12 posts and 4 reels a monthFiles · retainer

Drafts replies and follow-ups

in your voice, for you to send

Chases approvals and invoices

by email or WhatsApp

Prepares the monthly report

from Instagram and Facebook

Books the review call

on Google Calendar, with a Meet link

Flags what needs you

every morning, in one agenda

every client reply comes back in

Everything else

The whole relationship. One workspace.

Reports, money, documents and the day to day, all reading from the same memory of each client.

September · Harbor & Co

Drafted from the month's work

Reach

48.2k +18%

Engagement

4.2% +0.6

Posts

12 4 reels

Monthly reports, drafted

The month's Instagram and Facebook numbers and what they mean, written up for you to check and send.

Harbor & CoApproved on time
Cabin GoodsPaid early
Oak & IronQuiet 12 days · check-in drafted
Verge TypeReport opened

Health you can see

How the work, the replies and the money are going with each client, and why.

Mon

HarborCabin

Tue

Verge

Wed

HarborOakLumen

Thu

Atlas

Fri

HarborVerge

Every client's calendar

Posts and deliverables for all your clients in one plan, each with its approval.

October

$13,600 billed

#241 · Harbor & Co$4,8006 days late
#238 · Oak & Iron$3,600Due Fri
#236 · Cabin Goods$5,200Paid

Retainers and invoices

Retainers, milestones and invoices in your currency. What's overdue, at a glance.

Renewal · Harbor & Co

Signed by Sarah · 14 Oct

Proposals that get signed

Proposals and contracts, shared as a link, confirmed and signed in the portal.

Onboarding · Cabin Goods

4 of 8

Who's your audience?
Three brands you admire
Words you never use
Who signs off on posts?

Answers added to what Cuebor knows

Onboarding in the portal

New clients answer your questionnaire, and every answer goes into what Cuebor knows.

Email · day 3

Hi Sarah, a friendly reminder that invoice #241 is due Friday.

WhatsApp · day 7

Invoice #241 ($4,800) is now a few days late. Here's your portal link.

Reminders that go out

Friendly nudges by email or WhatsApp, on a schedule you set.

Maya Chen

Owner · every client

Jon Okafor

Harbor & Co, Oak & Iron

Ari Reyes

Cabin Goods · no financials

Team and access

Who works on which client, and what each person can see.

What Cuebor never does

Trusted with your clients. Never alone with them.

Follow-ups Maya has approved

Sent a follow-up to Oak & Iron

Held for 30:00, so you can still undoUndo

01

It asks first. Then it earns it.

Every draft waits for your OK. Once you've approved five of the same kind, Cuebor may send the next ones itself, each held for 30 minutes so you can still undo it.

cuebor.app/portal/•••••••••

New device? Enter the code sent to [email protected]

418207

02

Your client never makes an account.

Their portal is a private link. Rotate it any time, give it an expiry date, or ask for a one-time code on each new device.

M

Meridian

Background AI processing

Confidential. Nothing about Meridian goes to a model unless you ask.

03

Confidential means off.

Mark a client confidential and Cuebor stops reading them in the background. Your content is never used to train foundation models.

How we protect client work

Questions

Good to know before you start.

Agencies and studios of two to fifteen people who run clients on retainers or projects: social, content, brand and design teams.

Launching soon

Stop keeping every client in your head.

Cuebor opens soon, in small batches, starting with agencies of two to fifteen people. Join the waitlist and your seat comes with the first ones.

Launching soon · first seats go to the waitlist

No account for your clients Drafts wait for your OK Not used to train foundation models