{
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  "kind": "lists",
  "app": "Experto",
  "exportedAt": "2026-10-01T03:44:03.043Z",
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    "language": "en-US",
    "timeZone": "America/Sao_Paulo",
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    {
      "id": "comece",
      "name": "Start here",
      "color": "#4f7fe8",
      "position": 0,
      "kind": "account",
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "kickoff",
      "name": "Kickoff",
      "color": "#7a8aa0",
      "position": 1,
      "kind": "account",
      "nextListId": "configuracao",
      "nextEstimate": {
        "amount": 10,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "pendencias",
      "name": "Client pending items",
      "color": "#f29b3b",
      "position": 2,
      "kind": "account",
      "nextListId": "conferencia",
      "nextEstimate": {
        "amount": 1,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "conferencia",
      "name": "Internal check",
      "color": "#f26d6d",
      "position": 3,
      "kind": "account",
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "configuracao",
      "name": "Configuration",
      "color": "#8c62e0",
      "position": 4,
      "kind": "account",
      "nextListId": "validacao",
      "nextEstimate": {
        "amount": 5,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "validacao",
      "name": "Client validation",
      "color": "#3aa2e6",
      "position": 5,
      "kind": "account",
      "nextListId": "treinamento",
      "nextEstimate": {
        "amount": 3,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "treinamento",
      "name": "Training",
      "color": "#f2b233",
      "position": 6,
      "kind": "account",
      "nextListId": "golive",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "golive",
      "name": "Go-live",
      "color": "#5fc266",
      "position": 7,
      "kind": "account",
      "nextListId": "assistida",
      "nextEstimate": {
        "amount": 10,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "assistida",
      "name": "Hypercare",
      "color": "#37b58f",
      "position": 8,
      "kind": "account",
      "nextListId": "encerrados",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
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      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "encerrados",
      "name": "Closed",
      "color": "#6f9a80",
      "position": 9,
      "kind": "account",
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
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  ],
  "items": [
    {
      "id": "item-1",
      "listId": "comece",
      "title": "1. Turn on sub-accounts as Clients",
      "description": "**Why:** each client in implementation becomes a sub-account. That's what keeps projects apart and lets each client's point of contact see only what depends on them.\n\n**How to do it:**\n\n1. Open **Administration › Account**.\n2. Switch on **Turn on sub-accounts**.\n3. In **Call them**, choose **Clients**.\n\n**Done when:** **Manage clients** shows up on the account page.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-2",
      "listId": "comece",
      "title": "2. Add the clients you're implementing",
      "description": "**How to do it:** in **Administration › Account › Manage clients**, create a **New client** for each company in implementation, with a name, color and photo (the client's logo works well).\n\n**What comes with it:** each client you create automatically gets a list of its own, **Lista - {client name}** (you can rename it). Use it for requests that come up outside the schedule, like a new integration or an extra report.\n\n**Heads up:** this list starts open to the client, which means their point of contact sees and can complete whatever is in it. For internal notes, open the list settings and set **Clients who see it** to **None**.\n\n**Done when:** every client in implementation is added.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-3",
      "listId": "comece",
      "title": "3. Choose who's in each list",
      "description": "**Why:** the template's lists arrive set to **Admins only**. Your team only sees the phases after this step.\n\n**How to do it**, in each list's settings, under **Who’s in**:\n\n- **Kickoff, Configuration, Training, Go-live, Hypercare and Internal check:** **Everyone in the account**, or **Specific people** with the implementation team.\n- **Client pending items and Client validation:** **Specific people**, with your implementation consultants. These are the people who get the **Guest completed** notification when the client does their part.\n- **Closed:** whoever coordinates implementations.\n\n**Done when:** each consultant sees the lists they work in.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-4",
      "listId": "comece",
      "title": "4. Open only the client's lists to the client",
      "description": "**Why:** the point of contact needs to see what depends on them, and nothing else. They only see their own company's items.\n\n**How to do it:** in the settings of **Client pending items** and **Client validation**, under **Clients who see it**, choose **All clients**. The other lists stay on **None**.\n\n**Careful:** an item with no client tagged shows a crossed-out eye in these lists. That means no guest sees that item.\n\n**Done when:** only these two lists (and each client's own list) are open to clients.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 3,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-5",
      "listId": "comece",
      "title": "5. Turn on the Key date and check your working hours",
      "description": "**Key date:** in **Administration › Account**, switch on **Use key date**. Use the Key date as the go-live date agreed at kickoff, on the project card and on each client pending item. It stays fixed while the project moves through the phases, and the client sees it too.\n\n**Working hours:** on the same page, under **Business days and hours**, check your firm's days and hours. Each phase's deadlines are counted in business time based on them.\n\n**Done when:** the Key date shows up on items and your working hours are right.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 4,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-6",
      "listId": "comece",
      "title": "6. Invite each client's point of contact",
      "description": "**How to do it:** on the client's profile, use **Invite guest** with the email of whoever owns the project on their side (the point of contact or a key user).\n\n**How it works for the client:**\n\n- Guests are free, unlimited and don't take a seat.\n- A guest only sees their own company's items, in the lists open to clients, with title, description, deadlines, Key date and attachments.\n- They can only complete. After completing, they have 20 seconds to undo.\n- It works on the web and in the iPhone app.\n\n**Testing tip:** create a test client and invite yourself with another email to see exactly what your client sees.\n\n**Done when:** each client's point of contact accepts the invite.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 5,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-7",
      "listId": "comece",
      "title": "7. Agree on the workflow rules with your team",
      "description": "- **One card per project:** each implementation starts in **Kickoff** as an item named `[Client] Implementation - Workstream`, for example `[Laurence] Implementation - Finance`. A small project gets one card; a large one gets one card per module. When you create it, also type `#Laurence`: the `#Laurence` disappears from the title and the card comes in with the client tagged.\n- **Completing sends the card to the next phase**, with a new deadline.\n- **Whoever runs the phase Pulls the card.** It goes into that person's daily checklist, and everyone sees who has it. When the card changes phase the Pull ends, and whoever runs the next phase Pulls it again.\n- **Client pending items:** a title that starts with a verb (`Send the product spreadsheet`), a description written for the client to read, the client tagged and the go-live date as the Key date.\n- **Internal check:** whatever the client completes arrives here with a deadline of 1 business day. All good? Complete it. Something missing? Note it in the description and use **Move to… › Client pending items**, with a new deadline.\n- **Testing found a problem:** the client said something doesn't work? Note it on the card and use **Move to… › Configuration**. Completing it again sends the card back to Client validation.\n- **The client reads the card's description** when it reaches Client validation. Anything that's team-only goes in a note shared with the account.\n- **In Closed:** complete the card after the closing sign-off and the handover to support. The card closes for good. Don't use **Clear** on the Completed group in this list if you want to keep the history.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 6,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-8",
      "listId": "comece",
      "title": "8. Take the sample project through the workflow",
      "description": "There's a sample card in **Kickoff** and three sample items in **Client pending items**. Use them to see the whole workflow before real projects:\n\n1. Tag the card and the pending items with the test client (the item's **Client** field).\n2. Sign in as the test client, complete a pending item and watch it arrive in **Internal check** with a deadline.\n3. In **Internal check**, complete that item and test **Move to… › Client pending items** on another one.\n4. Complete the card in **Kickoff**, watch it arrive in **Configuration** and **Pull** it.\n5. Keep completing it until **Client validation** and approve it as the test client.\n6. Take the card through **Training**, **Go-live** and **Hypercare** to **Closed**, and complete it to close it.\n\n**Done when:** the sample card is completed in Closed.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 7,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-9",
      "listId": "comece",
      "title": "9. Match the deadlines to the size of your projects",
      "description": "Each list gives the item a deadline when it moves to the next one (list settings › **Connected list** › **Estimate**):\n\n| On arrival in | Deadline |\n|---|---|\n| Configuration | 10 business days |\n| Client validation | 5 business days |\n| Training | 3 business days |\n| Go-live | 2 business days |\n| Hypercare | 10 business days |\n| Closed | 2 business days |\n| Internal check (from Client pending items) | 1 business day |\n\nAdded up, that's about 20 business days between the end of kickoff and go-live. Agree on the go-live date with that buffer and record it as the Key date.\n\n**Done when:** the deadlines match the real size of your projects.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 8,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-10",
      "listId": "comece",
      "title": "10. Receive the kickoff from your CRM (optional)",
      "description": "**Why:** a signed contract becomes a kickoff card right away, with no one typing anything.\n\n**How to do it:** in the **Kickoff** list settings, under **Receive from another tool**, turn on the list's address and paste it into your CRM's automation. Send the client's name in the sub-account field, or `#Client` in the title, so the card arrives with the client tagged. The client needs to be added first.\n\n**Done when:** a test send shows up in **Kickoff**.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 9,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-11",
      "listId": "comece",
      "title": "11. Connect your AI agent (optional)",
      "description": "**How to turn it on:** in **Administration › AI agents**, switch on **Allow AI connections** and, under **What the AI can do in this account**, choose **Read only** or **Read and edit**. Then each person connects their own agent (Claude, ChatGPT or another MCP-compatible app) at getexperto.com/app/mcp. The AI only sees what that person sees.\n\n**Account context for the AI** (on the same page): write which clients are in implementation, each one's modules, how cards are named and the pending items almost every client has.\n\n**Example requests:**\n\n- \"Read the #Laurence kickoff notes and create their pending items in Client pending items, with a 3-business-day deadline and the go-live as the Key date.\" (up to 50 items per request)\n- \"Which client pending items are late, and since when?\"\n- \"What phase is each implementation in?\"\n\nThe AI never deletes anything.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 10,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-12",
      "listId": "kickoff",
      "title": "[Example Client] Implementation - System",
      "description": "This is a sample card. Take it through the workflow following step **8** of **Start here** and, at the end, complete it in **Closed**.\n\n**Before kickoff (handover from sales):**\n\n- Contracted scope: modules, integrations and what was left out.\n- Who's who on the client's side: sponsor, point of contact and key users.\n- The go-live date the client wants (it goes in the Key date).\n\n**In the kickoff meeting:**\n\n1. Walk through the phases and the go-live date.\n2. Agree on the channel for files and access.\n3. Go over the client's pending items, with a deadline for each one.\n4. Decide who signs off on testing.\n\n**After kickoff:** create the items in **Client pending items**, with `#Client` in the title, and complete this card. It moves to **Configuration** with a deadline.\n\n**Testing script** (the client reads it in Client validation):\n\n- Imported records spot-checked.\n- One end-to-end process per team, the way it runs day to day.\n- Main reports and integrations tested.\n\n**Reminder:** the client reads this description when the card reaches Client validation. Anything that's team-only goes in a note shared with the account.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-13",
      "listId": "pendencias",
      "title": "Grant admin access to the environment",
      "description": "**What we need:** a user with admin rights in the environment where the system will run, so configuration can start.\n\n**How to send it:** through the channel agreed at kickoff.\n\n**Done when:** access is granted. Complete this item to let the team know.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-14",
      "listId": "pendencias",
      "title": "Send the completed setup spreadsheet",
      "description": "**What we need:** the template spreadsheet with your records (customers, products and suppliers) filled in completely.\n\n**How to send it:** through the channel agreed at kickoff, with your company name in the file name.\n\n**Done when:** the team has the spreadsheet. Complete this item: it goes to the internal check, and the team lets you know if anything is missing.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    },
    {
      "id": "item-15",
      "listId": "pendencias",
      "title": "Name the key users for each team",
      "description": "**What we need:** the name, email and team of whoever will test the configuration and join the training.\n\n**How to send it:** through the channel agreed at kickoff.\n\n**Done when:** the key users are confirmed. Complete this item to let the team know.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:44:03.043Z",
      "updatedAt": "2026-10-01T03:44:03.043Z",
      "deletedAt": null
    }
  ],
  "notes": [],
  "messages": [],
  "pending": {
    "lists": [],
    "items": [],
    "notes": [],
    "messages": []
  }
}