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Glossary

Glossary — the words agencies and coaches use

The Neoflow glossary: plain definitions of the words that come up in running an agency or a coaching business. Each definition is written to be useful without the rest of the page around it, and without a product in it.

Every entry is a term this company actually works with — a retainer is a record in the finance module, a check-in is a screen, macros are a field on a meal plan. Writing definitions of words we know nothing about would produce pages that a hundred better ones already cover.

The argument for the product, where there is one, sits in its own section below the definition and is marked as ours. A reader who wants only the meaning gets it in the first screen.

Start with one client and one connection.

Nothing here needs a migration or a configuration project. Connect a mailbox, designate the contacts for a single client, and read what the operator has drafted by the morning.

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