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Today
Where do you want to work?
2 need your attention
- People Who are we caring for? People in your stewardship
- Opportunities What do we owe? Work that needs intentional follow-up
- Messages What was said? Text and follow up with people
- Pathways Where are they going? Move people along their next steps
Needs your attention 2
- 1 needs an owner · oldest waiting 2d
Follow-up overdue1
- Peter Lang Check in with Peter after the funeral · Daniel Reyes Overdue Open opportunity 3d
Needs an owner1
- Walter Hughes No owner Medical · Pastoral Care Nobody owns this yet Assign 2d
Today
Where do you want to work?
6 need your attention
- People Who are we caring for? People in your stewardship
- Opportunities What do we owe? Work that needs intentional follow-up
- Messages What was said? Text and follow up with people
- Pathways Where are they going? Move people along their next steps
Needs your attention 6
- 1 needs an owner · oldest waiting 2d
- 5 owed across your ministries · Pastoral Care · Prayer
- 1 escalation
Needs action 4
Needs reply1
- Maria Lopez Marriage & Family · Hannah Brooks · Pastoral Care Awaiting our reply Reply today
Needs first contact2
- Tomás Rivera Grief & Loss · Hannah Brooks · Pastoral Care No first contact yet Contact 2d
- Ruth Mensah General Prayer · Hannah Brooks · Prayer No first contact yet Contact today
Needs an owner1
- Walter Hughes No owner Medical · Pastoral Care Nobody owns this yet Assign 2d
Worth knowing 1
Gone quiet1
- Mark Ellison General Prayer · Hannah Brooks · Pastoral Care No contact in 8d 8d
Coming up 1
Pathway ready to move1
- Sofia Ramirez Salvation Follow-up · Hannah Brooks Ready to advance to Formation Open pathway 1d
Today
Where do you want to work?
4 need your attention
- People Who are we caring for? People in your stewardship
- Opportunities What do we owe? Work that needs intentional follow-up
- Messages What was said? Text and follow up with people
- Pathways Where are they going? Move people along their next steps
Needs your attention 4
- 4 owed in Guest Experience
Needs action 3
Needs first contact3
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- Caleb Hart Plan Your Visit · Marcus Lee · Guest Experience · Planned visit · 4 Oct No first contact yet Contact today
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
Today
Where do you want to work?
1 needs your attention
- People Who are we caring for? People in your stewardship
- Opportunities What do we owe? Work that needs intentional follow-up
- Messages What was said? Text and follow up with people
- Pathways Where are they going? Move people along their next steps
Needs your attention 1
- 1 owed in Kids Ministry
Gone quiet1
- Grace Chen Serving Interest · Olivia Grant · Kids Ministry No contact in 9d 9d
Today
Where do you want to work?
- People Who are we caring for? People in your stewardship
- Opportunities What do we owe? Work that needs intentional follow-up
- Messages What was said? Text and follow up with people
- Pathways Where are they going? Move people along their next steps
You're caught up.Nothing needs your attention right now.
Every leader opens SafeOS to the same question. What needs my attention?
Each gets the answer for what they steward.
Needs your attention 4
- 4 owed in Guest Experience
Needs action 3
Needs first contact3
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- Caleb Hart Plan Your Visit · Marcus Lee · Guest Experience · Planned visit · 4 Oct No first contact yet Contact today
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
You're welcome here
We can't wait to meet you.
What's your name?
Caleb Hart
Who's coming with you?
Yes — this is my first time
PersonWho is this?
OpportunitiesWhat do we owe?
MessagesWhat was said?
PathwaysWhere are they going?
- Hi Caleb, it’s Marcus from Kestrel Ridge. We’re so glad you’re coming Sunday! I’ll meet you at the front doors at 10:45 — look for the green lanyard.
TextEmailInternal note
Hi Caleb, it’s Marcus from Kestrel Ridge. We’re so glad you’re coming Sunday! I’ll meet you at the front doors at 10:45 — look for the green lanyard.Write a text…
Sends a text to this personSend
Needs your attention 43
- 43 owed in Guest Experience
Needs action 32
Needs first contact32
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- Caleb Hart Plan Your Visit · Marcus Lee · Guest Experience · Planned visit · 4 Oct No first contact yet Contact today
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
Caleb Hart
Internal note
✅ Marked as Attended. Journey handed off to Next Steps team. Guest Experience closed.
Marcus Lee · Sunday
- Planning to visit
- Visited
- Guest Follow-up
Details
Last ContactToday
Assigned ToMarcus Lee
Planned visitSun, Oct 4
Guest journeyPlanning to visitVisited
Needs your attention 3
- 3 owed in Guest Experience
Needs action 2
Needs first contact2
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
PersonWho is this?
OpportunitiesWhat do we owe?
MessagesWhat was said?
PathwaysWhere are they going?
Guest Follow-up
The Alvarez family
- Welcome
- Connect
- Engage
- Connected
Welcome
- Review guest submission
- Send personalized welcome text
- Pray for guest · optional
- Assign owner
Needs your attention 6
- 1 needs an owner · oldest waiting 2d
- 5 owed across your ministries · Pastoral Care · Prayer
- 1 escalation
Needs action 4
Needs reply1
- Maria Lopez Marriage & Family · Hannah Brooks · Pastoral Care Awaiting our reply Reply today
Needs first contact2
- Tomás Rivera Grief & Loss · Hannah Brooks · Pastoral Care No first contact yet Contact 2d
- Ruth Mensah General Prayer · Hannah Brooks · Prayer No first contact yet Contact today
Needs an owner1
- Walter Hughes No owner Medical · Pastoral Care Nobody owns this yet 2d
Worth knowing 1
Gone quiet1
- Mark Ellison General Prayer · Hannah Brooks · Pastoral Care No contact in 8d 8d
Coming up 1
Pathway ready to move1
- Sofia Ramirez Salvation Follow-up · Hannah Brooks Ready to advance to Formation Open pathway 1d
- Hi Maria, it’s Hannah from Kestrel Ridge. I’ve been thinking of you both this week. How are you doing?
- Thank you for checking in, Hannah. It’s been a hard week, but we’re doing a little better.
- I’m really glad you told me. No pressure at all — I’m here whenever you’d like to talk.
- Thank you, Hannah. Would you have some time to talk this week?
- Yes — I have Thursday evening free. Would that work for you?
TextEmailInternal note
Yes — I have Thursday evening free. Would that work for you?Write a text…
Sends a text to this personSend
Needs your attention 65
- 1 needs an owner · oldest waiting 2d
- 54 owed across your ministries · Pastoral Care · Prayer
- 1 escalation
Needs action 43
Needs reply1
- Maria Lopez Marriage & Family · Hannah Brooks · Pastoral Care Awaiting our reply Reply today
Needs first contact2
- Tomás Rivera Grief & Loss · Hannah Brooks · Pastoral Care No first contact yet Contact 2d
- Ruth Mensah General Prayer · Hannah Brooks · Prayer No first contact yet Contact today
Needs an owner1
- Walter Hughes No owner Medical · Pastoral Care Nobody owns this yet 2d
Worth knowing 1
Gone quiet1
- Mark Ellison General Prayer · Hannah Brooks · Pastoral Care No contact in 8d 8d
Coming up 1
Pathway ready to move1
- Sofia Ramirez Salvation Follow-up · Hannah Brooks Ready to advance to Formation Open pathway 1d
Needs your attention 3
- 3 owed in Guest Experience
Needs action 2
Needs first contact2
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
Guest Experience
Marcus Lee · can see and act for this ministry
34 serving across 4 teams
- Volunteer shortfall last Sunday
- Welcome Team Marcus Lee is responsible 12Serving
- Parking Nobody is responsible for this team in SafeOS Maya Castell is responsible 8Serving
- Café Nobody is responsible for this team in SafeOS 9Serving
- First Impressions Nobody is responsible for this team in SafeOS 5Serving
Parking
No SafeOS steward set
Serving on this team · 8
Needs your attention 3
- 3 owed in Guest Experience
Needs action 2
Needs first contact2
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
← Active pathways
Serving Pathway
Jordan Okafor
- Current stage
- OnboardingServing
- Owner
- Marcus Lee
- Interest
- Placement
- Onboarding
- Serving
Onboarding
- Schedule shadow serve
- Complete shadow serve
- Assign onboarding/training
Advance to Serving
Advanced Onboarding → Serving · Marcus Lee
Needs your attention 32
- 32 owed in Guest Experience
Needs action 2
Needs first contact2
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
Coming up 1
Pathway ready to move1
- Jordan Okafor Serving Pathway · Marcus Lee · Guest Experience Ready to advance to Serving Open pathway 1d
Sunday Snapshot
Sunday, 27 Sep · 11:00 AM
AttendanceEntered by hand
ResponseLive from SafeOS
8 responses this week
- New Guests 6 via Next Steps form 2 need follow-up The Alvarez familyThe Patel family 6
- Get Connected 2 via Next Steps form 2
2 new guests still need a follow-up
Assign follow-upNeeds your attention 2
- 2 owed in Guest Experience
Needs first contact2
- The Alvarez family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
- The Patel family New Guest · Marcus Lee · Guest Experience No first contact yet Contact 4d
Plan Your Visit
Getting someone to plan a visit isn’t the end of the funnel. It’s the beginning of stewardship.
Caleb planned a visit for Sunday. First contact hasn’t happened yet.
He raised his hand on the church’s Plan Your Visit page.
SafeOS recognized him, opened an Opportunity and gave it an owner.
Marcus reaches out from right there.
Caleb leaves Today. The contact is on the record.
Sunday, he comes. SafeOS hands him on to Guest Follow-up.
Back to Today
New guests
Know who needs you — and what needs to happen next.
The Alvarez family visited Sunday. Nobody has reached them yet.
Who they are, what’s owed and where they’re headed, in one place.
Their next step already has a name — and Marcus owns it.
Another leader’s Today
Care
Care doesn’t end when someone submits a form.
Ruth asked for prayer on the church’s care page this morning.
It’s already on Hannah’s Today, with an owner.
Maria wrote back. She’s waiting on a reply.
Hannah answers in the same place.
Maria is carried. Today updates itself.
Back to Marcus’s Today
Sunday readiness
Know what needs attention before Sunday becomes an emergency.
Marcus doesn’t only carry people. He carries a ministry.
Guest Experience was 4 volunteers short last Sunday.
Parking has 8 people serving, and nobody responsible.
Marcus makes Maya the team lead.
Before next Sunday, it has a name.
Back to Today
Pathways
Don’t just track where people are. Help them move.
Jordan is ready to start serving.
Every Onboarding step is done.
Marcus moves him forward.
Jordan leaves Today. The pathway carries him on.
Sunday Snapshot
Sunday doesn’t end when service does.
412 people on Sunday. 8 responses.
6 new guests. Two still need someone.
They’re already on Marcus’s Today. Sunday comes back as responsibility.
This is organizational stewardship.
Your church already has people, conversations, ministries, pathways and responsibilities.
SafeOS connects them so the right things reach the right leaders at the right time.
- Daniel ReyesSenior Pastor 2 need your attention Follow-up overdue
- Hannah BrooksCare Pastor 6 need your attention Needs reply
- Marcus LeeGuest Experience Director 4 need your attention Needs first contact
- Olivia GrantKids Ministry Director 1 needs your attention Gone quiet
- Nate CollinsWorship Leader You're caught up. Nothing needs your attention right now.
Today, as SafeOS derives it for each leader · Kestrel Ridge Church (fictional)
The S.A.F.E. Framework
See it. Carry it. Move it forward.
See
See what needs attention.
Assess
Understand what it needs.
Form
Give it a clear path forward.
Equip
Equip people to carry it well.
You don’t need to start over
Keep the systems that record your church. Add the one that helps you steward it.
- Planning CenterPeople, groups, forms, serving
- Google CalendarMeetings and booking
- TextingTwo-way texts with the people you serve
- EmailFrom SafeOS and Gmail
Privacy is enforced, not merely assumed.
Each leader sees what they’re responsible for. Sensitive care stays with the people authorized to carry it.