Team Chat Setup Checklist Template

A simple structure that keeps client work searchable and reduces DMs. Works in Slack/Teams/Pumble.

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1) Channel naming rules Copy

• client--updates (client-facing status + wins)
• client--requests (intake + priorities)
• proj- (internal execution thread)
• ops-delivery (internal escalations)
• ops-sales (pipeline + handoffs)

2) Weekly routine Copy

• Monday: post weekly priorities per client/project
• Wednesday: call out blockers + owner + next step
• Friday: deliverables shipped + next week plan

3) “No DM” rule of thumb Copy

• If it affects delivery, it goes in a channel.
• DM is only for sensitive HR/personal issues.