A LinkedIn coach who opens her laptop to a plan, not a blank page

Shelli's Socials coaches professionals on LinkedIn, and Shelli runs it alone. We built her own Claude workspace and one workflow: a morning planner that reads her email, calendar, call recaps and to-dos, and hands her one page. It only reads. It never sends or moves a thing.

LinkedIn coaching: group cohorts and 1:1 profile and content coachingUnited StatesDWY Coaching
At a glance
Who uses it
Solo founder with a business manager
Engagement
DWY Coaching
Timeline
Built in August 2026
0 → 1places her to-dos lived, read into one page
2 minto read the plan, the target it is built to
0emails sent or meetings moved by the planner
The starting point

Where the week went

What the work looked like before we built anything. One problem, one system to fix it.

Shelli's Socials, beforefrom the screen-shares and calls
everything waited onShelli's morningrebuilding the day from a blank page
1The morning
I'm having a struggle organizing my day, keeping on task with projects.Shelli
A blank page, priorities rebuilt every day.
I feel like the things I do do take me too long.Shelli
2Three places
To-dos in ClickUp.
To-dos in a paper planner.
To-dos in Outlook.
Promises from calls, sitting in the recordings.
3Her week
About 60 LinkedIn DMs and 24 replies.
2 to 3 booked calls.
Proposals, contracts and intake for every client.
What takes time is putting them into the CRM.Shelli
How we worked

Find. Fix. Automate.

Connected along the way
  • Claude logo
  • Claude Code logo
  • Outlook (Microsoft 365) logo
  • Fathom logo
  • ClickUp logo
  • Folk logo
  • Tally logo
  1. 1Find: we watched the work

    On her sales call and a 7-question pre-work form she showed us her morning: to-dos in ClickUp, a paper planner and Outlook, and the day rebuilt from scratch.

  2. 2Fix: we made the job simpler

    Kept her tools as they are. Folk stays manual and the paper planner stays on paper. The page follows the order she asked for: schedule first, then the top 3, then the week.

  3. 3Automate: we built what runs

    Built one command in her own Claude workspace that reads email, calendar, call recaps and to-dos and writes one page. Read-only, written into the system's rules.

The system

Your Day, the morning plan

A morning plan built from her inbox, calendar and call notes. Read-only.

The problem

Every morning started from a blank page, with to-dos in 3 places.

What we built

One page each morning, built from her email, calendar, call recaps and to-dos. Read-only.

Before

How a morning started

  1. Step 1Open the laptopShelli
  2. Step 2Check ClickUp
  3. Step 3Check the paper planner
  4. Step 4Check Outlook email and calendar
  5. Step 5where it hurtRebuild the day's priorities from scratchShelli
3places to check before the first real task
After

How the system runs

Each line is a hand-off the system now does. The orange line is the result a person checks.

what comes in
Outlook email and calendar logo
Outlook email and calendarread-only
Fathom recaps logo
Fathom recapsthe last 3 days of calls
ClickUp and Outlook to-dos logo
ClickUp and Outlook to-dosplus this week's focus
what does the work
Email sorter6 buckets, a reply score each
Focus finderevery gap of 60 minutes or more
Top 3 rankerhow soon against how much it matters
what it makes
One page in her foldersaved and shown on screen
the result
Your day, on one pageschedule, top 3, the week
who signs off
Shelli runs her daynothing sent, drafted, moved or deleted

It reads her day. She runs her day.

  1. 1Her own Claude workspace, a plain folder on her machine, set up from her sales call, her proposal and her pre-work form.
  2. 2The Daily Planner: one command that reads the last 24 hours of Outlook email and sorts each thread into a bucket (client, leads, money, admin, FYI and one private bucket) with a reply score.
  3. 3Today's calendar in order, with every gap of 60 minutes or more marked as a focus slot.
  4. 4What she promised on calls, pulled from the last 3 days of Fathom recaps: who, what, by when.
  5. 5Her to-dos from ClickUp and Outlook, plus this week's focus.
  6. 6One page: a 3-line summary, the schedule, the top 3 in order with the reason, what is waiting on her, the week ahead and one line on what makes today a win.
  7. 7A setup command that confirms her form answers instead of asking cold.
  8. 8House rules: never send, draft, move, edit or delete anything in any tool.
  9. 9A plain-language guide to how the planner works, so she can hand it to anyone.
What they see every day

Your Day, the morning plan

Shelli's Socials · Your Dayclaude · /daily-plannerIllustrative data
Your day: Wednesday 14 October · about 2 minutes to read
Schedule first, then your top 3
Read-only: nothing sent, nothing moved
Today's schedule Outlook
9:001:1 profile session
9:45Focus slot · 75 min
11:00Discovery call
12:30Group cohort session
14:00Focus slot · 90 min
3 meetings · 2 focus slots of 60 minutes or more
Email, last 24 hours0 read
Client0
Leads0
Money0
Privatekept private0
Admin0
FYI0
Waiting on you: what you promised on calls Fathom recaps, last 3 days
Proposal and profile checklist · Tuesday's discovery callby today
Replay link for last week's session · Group cohortby Thursday
Intake form before the kickoff · New clientby Monday
Top 3, in orderWeighing how soon against how much it matters…
This week: Thursday, follow up the payment link. Monday, new client kickoff.Today is a win if the proposal goes out before lunch.
What changed

Before and after

To-dos in ClickUp, a paper planner and Outlook.
Read into one page. The paper planner stays hers, on paper.
A blank page and the day rebuilt from scratch.
In her words: "It is saving me time every morning, and helps keep me on track with my daily tasks."
Promises from calls sat in the recordings.
Pulled from the last 3 days of call recaps: who, what, by when.
She wanted read-only access and no lock-in.
It never sends, drafts, moves or deletes. A plain folder she can stop using in 30 seconds.
in their words
I cannot overstate how much Sabahudin has helped me by building my Claude agent for basic daily organization.
Read the full recommendation

I cannot overstate how much Sabahudin has helped me by building my Claude agent for basic daily organization. It is saving me time every morning, and helps keep me on track with my daily tasks.

Shelli's Socials logo
Shelli SpenceFounder, Shelli's Socials · LinkedIn recommendation, 18 Sep 2026
LinkedIn recommendation, 18 Sep 2026Shelli Spence's recommendation

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Pattern

Read-only morning planner from inbox, calendar, call notes and to-dos

One page each morning built from the last day of email, today's calendar, recent call recaps and scattered to-dos, with the top three in order. It only reads; it never sends, moves or deletes anything.

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What they own now

Theirs, for good

  • Her Claude workspace, a plain folder on her own machine. No subscription, no lock-in.
  • The Daily Planner and its setup command.
  • The house rules that keep it read-only.
  • The plain-language guide to how it works.

Next: her second agent, starting in October.

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