# UGC Client Command Center
**Cover Image:** `https://images.unsplash.com/photo-1556761175-5973dc0f32e7?ixlib=rb-4.0.3&auto=format&fit=crop&w=1600&q=80`
**Icon:** 🎬

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## 🚀 Mission Control (Dashboard)
*Layout: 3-Column Layout. Top section contains KPI Callouts. Bottom section contains Linked Views.*

### 📊 Executive KPIs
*Use Callout blocks with Gray background for these metrics. Formulas pull from the databases.*

*   **💰 Total Revenue (YTD):** `Rollup` from **Income Database** (Sum of "Amount").
*   **💸 Total Expenses (YTD):** `Rollup` from **Expense Database** (Sum of "Amount").
*   **📈 Net Profit:** `Formula` = `Total Revenue` - `Total Expenses`.
*   **📩 Outstanding Invoices:** `Rollup` from **Income Database** (Sum of "Amount" where Status is "Sent").
*   **🔥 Active Deals:** `Rollup` from **Projects Database** (Count where Status is not "Completed" or "Cancelled").

### 📅 This Week: Production & Posting
*Layout: Side-by-side columns.*

**Column 1: Production Deadlines**
*   **View:** Linked View of **Projects Database** → "Production Timeline".
*   **Filter:** `Deadline` is within next 7 days AND `Status` is not "Completed".
*   **Sort:** `Deadline` (Ascending).

**Column 2: Content Calendar (Posting)**
*   **View:** Linked View of **Projects Database** → "Content Calendar".
*   **Filter:** `Post Date` is within next 7 days.
*   **Sort:** `Post Date` (Ascending).

### 💵 Cash Flow & Leads
*Layout: Side-by-side columns.*

**Column 1: Collections**
*   **View:** Linked View of **Income Database** → "Invoices to Send".
*   **Filter:** `Status` is "Sent" or "Overdue".
*   **Properties:** `Invoice #`, `Client`, `Amount`, `Due Date`, `Days Overdue`.

**Column 2: Lead Attribution**
*   **View:** Linked View of **Clients Database** → "Lead Sources".
*   **Group By:** `Lead Source`.
*   **Purpose:** Identify which channels (TikTok, Referral, Upwork) are closing deals.

---

## 🏢 Brand CRM (Clients)
**Centralized relationship management with financial depth.**

### Database Schema
*   **Name (Title):** Brand Name.
*   **Status (Select):** `Lead`, `Negotiating`, `Active`, `Churn`, `Paused`.
*   **Lead Source (Select):** `TikTok`, `Instagram`, `Referral`, `Upwork/Fiverr`, `Cold DM`, `Agency`.
*   **Contact Person (Title):** Primary contact name.
*   **Email / Handle (Email):** Contact info.
*   **Platform (Multi-select):** `TikTok`, `Instagram Reels`, `YouTube Shorts`, `Amazon Attribution`.
*   **Avg. Rate (Number):** $ per video.
*   **Shipping Address (Text):** Full address for product delivery.
*   **Tracking Number (URL):** Link to FedEx/UPS/USPS tracking.
*   **Product Status (Select):** `N/A (Digital)`, `Not Sent`, `Shipped`, `Received`.
*   **Total Revenue (Rollup):** Sum of `Amount` from **Income Database**.
*   **Total Expenses (Rollup):** Sum of `Amount` from **Expense Database**.
*   **Net Profit (Formula):**
    ```javascript
    prop("Total Revenue") - prop("Total Expenses")
    ```
*   **Notes (Text):** Creative preferences, payment terms (Net 15/30), specific brand guidelines.

### Views
1.  **Pipeline (Kanban):** Grouped by `Status`. Drag from `Lead` → `Active`.
2.  **Logistics (List):** Filtered by `Product Status` is "Shipped" or "Received". Shows `Tracking Number`.
3.  **Profitability (Table):** Sorted by `Net Profit` (High to Low). Shows `Lead Source` and `Avg. Rate`.

---

## 🎬 Production Hub (Projects)
**End-to-end workflow from brief to posting and rights management.**

### Database Schema
*   **Project Name (Title):** Campaign name.
*   **Client (Relation):** Link to **Brand CRM**.
*   **Status (Select):** `Briefing`, `Scripting`, `Filming`, `Editing`, `In Review`, `Delivered`, `Posted`, `Completed`, `Cancelled`.
*   **Deadline (Date):** Final delivery date to client.
*   **Post Date (Date):** *New.* Date the client intends to post the content (Critical for Rights Mgmt).
*   **Rights Expiration (Date):** *New.* Date usage rights expire (calculated from `Post Date` or `Deadline`).
*   **Total Fee (Number):** Agreed contract value.
*   **Deliverables (Multi-select):** `TikTok`, `Reel`, `Static`, `Raw Footage`, `Amazon Attribution`.
*   **Days Until Deadline (Formula):**
    ```javascript
    if(empty(prop("Deadline")), "No Date", dateBetween(prop("Deadline"), now(), "days"))
    ```
*   **Invoice Relation (Relation):** Link to **Income Database**.
*   **Invoice Status (Rollup):** Pull `Status` from **Income Database`.
*   **Auto-Status (Formula):** *Visual override based on payment.*
    ```javascript
    if(prop("Invoice Status") == "Paid", "✅ Paid & Closed", prop("Status"))
    ```
*   **Revisions Log (Relation):** Link to **Revisions Log** database.

### Views
1.  **Master Production (Board):** Grouped by `Status`. Filter out `Completed` and `Cancelled`.
2.  **Content Calendar (Calendar):** *New.* Shows `Post Date`. Group by `Client`. Essential for tracking when content goes live.
3.  **Rights Expiration Tracker (List):** *New.* Filter `Rights Expiration` is within next 30 days. Sort `Rights Expiration` (Ascending). Alerts you to renegotiate usage.
4.  **Deliverables (Gallery):** Cover image is the thumbnail. Shows `Deliverables` tags.

---

## 🔄 Revisions Log (Sub-Database)
**Critical for scope creep protection.**

### Database Schema
*   **Revision Title (Title):** e.g., "Round 1: Change hook".
*   **Project (Relation):** Link to **Production Hub**.
*   **Feedback Detail (Text):** Paste client's exact feedback here.
*   **Status (Select):** `Pending`, `In Progress`, `Completed`, `Rejected`.
*   **Date Requested (Date):** When feedback was received.
*   **Date Completed (Date):** When the revision was sent back.

### Views
1.  **By Project (Grouped):** Grouped by `Project`. Shows all history for a specific client.
2.  **Urgent Fixes (List):** Filtered by `Status` is "Pending" or "In Progress".

---

## 💸 Finance Suite (Income & Expenses)
**Complete P&L tracking for tax season and profitability analysis.**

### Database 1: Income (Invoicing)
**Schema:**
*   **Invoice # (Title):** e.g., INV-001.
*   **Project (Relation):** Link to **Production Hub**.
*   **Client (Rollup):** Pull `Name` from **Brand CRM** (via Project relation).
*   **Amount (Number):** Invoice total.
*   **Status (Select):** `Draft`, `Sent`, `Overdue`, `Paid`.
*   **Issue Date (Date):** Date sent.
*   **Due Date (Date):** Payment deadline.
*   **Days Overdue (Formula):**
    ```javascript
    if(prop("Status") == "Paid", 0, if(prop("Status") == "Draft", 0, if(now() > prop("Due Date"), dateBetween(now(), prop("Due Date"), "days"), 0)))
    ```

**Views:**
1.  **Invoices (Table):** Default view.
2.  **Revenue by Month (Timeline):** Grouped by `Due Date` (Month).

### Database 2: Business Expenses (New)
**Schema:**
*   **Expense Name (Title):** e.g., "Ring Light", "CapCut Pro", "Shipping Label".
*   **Category (Select):** `Props/Set Design`, `Software/Subscriptions`, `Shipping`, `Cost of Goods Sold`, `Education`.
*   **Amount (Number):** Cost.
*   **Date (Date):** Date of purchase.
*   **Project (Relation):** Link to **Production Hub** (Optional: if expense is project-specific).
*   **Client (Relation):** Link to **Brand CRM** (Optional: if expensed back to client).
*   **Receipt (Files & Media):** Upload receipt image/PDF.

**Views:**
1.  **Expenses by Category (Board):** Grouped by `Category`.
2.  **Monthly Spend (Timeline):** Grouped by `Date` (Month).

---

## 🤖 Automation & AI Hub
**Premium features to speed up workflow.**

### 🧠 Notion AI Prompts
*Use these prompts with the "Ask AI" feature on specific pages.*

**1. Script Draft Generator**
> *Context: I am a UGC creator for [Brand Name]. The product is [Product]. The target audience is [Audience].*
> **Prompt:** "Write a 15-second TikTok script using a 'Hook-Problem-Solution' structure. Tone: authentic and conversational. Include 3 visual directions for filming."

**2. Negotiation Reply**
> *Context: Brand offered $[Amount] for [Deliverables]. My rate is $[My Rate].*
> **Prompt:** "Draft a polite but firm email declining the low offer. Highlight my past performance metrics (high CTR) and propose a counter-offer of $[My Rate] for the scope requested."

### ⚡ Integration Triggers (Make.com / Zapier)
*Set up these scenarios in your automation tool using Notion as the trigger.*

*   **Scenario A: Auto-Invoice Alert**
    *   **Trigger:** Database Item Created in **Income** (Status = "Sent").
    *   **Action:** Send message to Slack channel "#finance" with Invoice details.
*   **Scenario B: New Lead Capture**
    *   **Trigger:** Database Item Created in **Brand CRM** (Status = "Lead").
    *   **Action:** Create a draft email in Gmail with "UGC Portfolio" template attached.

---

## 📂 Asset Library
**Deliverable storage.**

### Database Schema
*   **Asset Name (Title):** File name.
*   **Project (Relation):** Link to **Production Hub**.
*   **Type (Select):** `Final Cut`, `Raw B-Roll`, `Thumbnail`, `Script`.
*   **File (Files & Media):** The actual asset.
*   **Date Uploaded (Date):** Created time.

### Views
1.  **Gallery (Gallery):** Visual grid of final videos.
2.  **Project Files (List):** Grouped by `Project`.

---

## 📝 Templates & SOPs
**Scalable operations.**

### 📄 Standard Contract (Synced Block)
> *Sync this block across all Client pages for instant updates.*
> **Terms:** Usage rights (60 days from post date), Revision limit (2 rounds), Kill fee (50%).
> **Payment:** Net 15 days from invoice date. Late fee: 1.5% per month.

### 💳 Rate Card
| Platform | Rate | Usage Rights | Turnaround |
| :--- | :--- | :--- | :--- |
| TikTok (UGC) | $150 | 60 Days | 7 Days |
| IG Reel | $200 | 60 Days | 7 Days |
| YouTube Short | $250 | 90 Days | 10 Days |
| Raw B-Roll | $100 | Perpetual | 3 Days |

### ✅ Onboarding Checklist
*   [ ] Contract Signed
*   [ ] W9 / Tax Form Collected
*   [ ] Shipping Address Confirmed
*   [ ] Creative Brief Received
*   [ ] Product Received (if applicable)
*   [ ] **Milestone:** Invoice Sent (50% Deposit)

---

## 🔧 System Overview
*This template is pre-configured. Simply duplicate the page and start entering data.*

1.  **Databases Included:** Clients, Projects, Revisions, Income, Expenses, Assets.
2.  **Relations Pre-wired:** Projects automatically pull Client info; Finance automatically pulls Project totals.
3.  **Formulas Active:** KPIs and "Days Overdue" calculations are live.
4.  **Views Ready:** Dashboard, Kanban boards, and Calendars are set up.