Sample workspace for Jordan Lee at Lee Advisory. You can click around. Nothing here is saved or sent.

Dashboard

Sending as jordan@leeadvisory.example. Today in America/Toronto is November 1, 2026.

Before mail can go out

  • Mailing address: Saved. Settings
  • Gmail: Connected as jordan@leeadvisory.example. Settings
  • Send hour: messages go out at 8:00 AM in America/Toronto, or later that day if that hour was missed.

Active clients

6

Due this month

2

Gmail

active

Upcoming this month

ClientListSend date
David OkonkwoMonthly check-inNovember 20, 2026
Marcus ChenMonthly check-inNovember 20, 2026

Recent activity

WhenClientStatus
11/1/2026, 4:30:22 AMMarcus Chenfailed
The recipient mailbox was unavailable.
10/28/2026, 4:30:22 AMTest to yousent
10/15/2026, 4:30:22 AMPriya Shahsent