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Client Task Intake Policy

How I Protect Focus, Capacity, and Delivery - for Both of Us

I work in a way that prioritises clarity, sustainability, and nervous-system safety – for both of us.

To support this, I use a simple, shared system for how tasks are requested, tracked, and delivered. This reduces overwhelm, prevents things slipping through the cracks, and allows me to give your work the focus and care it deserves.

The policy below outlines how this works in practice.

How to Submit Tasks (So Nothing Gets Lost).

To keep your work moving smoothly and avoid things slipping through the cracks, I use UpBase as the single place where tasks live.

Each client has their own hub, and this is where all actionable requests should be added.

Where to add tasks.

Please add tasks directly to your UpBase hub.

This ensures your request:

  • is captured correctly
  • is reviewed during my scheduled planning time
  • can be scoped, prioritised, and delivered sustainably

What doesn’t count as a task request.

To avoid confusion, the following are not tracked as tasks unless added to UpBase:

  • Emails
  • WhatsApp messages
  • Notes mentioned during calls
  • Comments in other tools
If something comes up in one of those spaces, I may ask you to add it to UpBase so it’s logged properly.

Review and timing.

  • Tasks are reviewed during working hours, not in real time
  • Urgent requests should be clearly marked in UpBase
  • If a request is outside scope or needs clarification, I’ll flag this before proceeding

Why this system matters.

This approach allows me to:

  • stay organised without overwhelm
  • reduce back-and-forth
  • protect focused work time for your tasks
  • deliver consistently and reliably

Thank you for using the system – it genuinely helps me support you well.

Your business should feel like home.

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