Everyday Workflows Client Portal

Kwikly

2 min read

Kwikly

File Location

This file is located at: Clients/Kwikly/Kwikly.md (at client root level)

📊 Client Overview

Business Model: Recruitment/Staffing platform (joinkwikly.com) Primary Contact: Pouria Nastaean Relationship: Prospect - Discovery call completed Feb 11, 2026 Website: https://www.joinkwikly.com/

🚀 Active Projects

  • [Instantly.ai to HubSpot Integration](./🚀 Projects/Instantly-HubSpot-Integration/📄 Documents/Instantly-HubSpot-Integration.md)

Project-Specific Information

All project details (documentation, SOPs, tasks, activity logs) are stored in individual project folders under 🚀 Projects/.

🔧 Shared Resources

Platform integrations and tools shared across all projects

  • [HubSpot](./🔧 Resources/HubSpot.md) - CRM Platform
  • [Instantly.ai](./🔧 Resources/Instantly.md) - Email automation (Hypergrowth plan)
  • [n8n](./🔧 Resources/n8n.md) - Automation platform (self-hosted)

📞 Key Contacts

  • Primary: Pouria Nastaean - [Title TBD]
  • Technical: CTO (name TBD) - Manages n8n instance
  • Billing Contact: TBD

💰 Business Terms

Contract Type: Project-based Billing: Per-project Started: TBD (pending decision)

Project Details:

  • Estimated Timeline: 48 hours
  • Estimated Budget: TBD
  • Decision Timeline: End of day Feb 11, 2026 (~5pm Central)

Status

Client is evaluating multiple vendors. Decision expected by end of day Feb 11, 2026.

📑 Contracts & Legal

Service Agreement: Pending NDA: TBD

🗂️ File Organization

This client’s structure:

Kwikly/
├── Kwikly.md (this file - minimal overview)
├── Projects/
│   └── Instantly-HubSpot-Integration/
│       ├── TODO/
│       │   └── Action-Items.md (project tasks)
│       ├── Documents/
│       │   └── [Project docs, kickoff notes, specs]
│       └── [Other project files]
└── Resources/
    └── [HubSpot, Instantly.ai, n8n credentials]

Usage Guidelines

  • Keep this file minimal - just high-level client information
  • All project-specific work goes in 🚀 Projects/Instantly-HubSpot-Integration/
  • Shared tools/credentials go in 🔧 Resources/
  • Each project has its own 📋 TODO/ and 📄 Documents/ folders

Graph View