Sales Pipeline
New Lead → Qualified → Clarity Call → Proposal/Recommendation → Converted → Active Client → Completed → Follow-Up
Quick Actions
Adds a demo record — ready to wire to a real database
DEMO DATA — Replace with actual business data.
Lead Pipeline
New Lead → Qualified → Clarity Call → Proposal/Recommendation → Converted → Lost — click a stage to filter
DEMO DATA — Replace with actual business data.
Document Summary
Computed live from every document and client checklist on file
Documents Needing Attention
Missing, Needs Review, Expired, and Awaiting Client items across all documents and checklists
DEMO DATA — Replace with actual business data.
Knowledge Base Status
Computed live from every article on file — never a separate hard-coded count
AI Readiness
This Knowledge Base is designed to eventually serve as the primary source of truth for the Nik Services Claude Assistant. Before answering a business question, the future assistant should search this library first, and should:
1Prefer Knowledge Base information over assumptions.
2Never invent missing business policies.
3Clearly state when information is unavailable.
4Escalate questions requiring human judgment.
5Use current Active information.
6Avoid using Archived information unless specifically requested.
Source of Truth Hierarchy
1Active Knowledge Base information
2Current Project Instructions
3Information explicitly provided by the business owner
4General educational knowledge
If two sources conflict, the assistant should not silently choose an answer — the conflict should be flagged for review, not resolved automatically.
Browse by Category
Click a category to filter the library below — click again to clear
DEMO DATA — replace "To Be Added" placeholders with actual business information as it's provided.
Quick Prompts
Click a prompt to ask Nik Services AI directly
Future Architecture — designed to eventually connect to a real, persistent Business Data Layer:
User → Nik Services AI → Business Data Layer → Clients · Leads · Income · Expenses · Tasks · Appointments · Documents · Knowledge Base
Nik Services AI will eventually read from — and, only with explicit confirmation, write to — these modules. No external system is connected yet; every answer and action above is demonstrated using the current DEMO DATA already in Nik Services HQ.