Northside Bakehouse
Tasha Cole · tasha@northsidebakehouse.com · (216) 555-0142
MonitoringGrantStaff: Alicia MonroeNext follow-up: 8/1/2026
Client summary
- Business description
- Neighborhood bakery specializing in scratch-made breads and catering.
- What they need
- Working capital to purchase a second commercial oven.
- Current program
- Grant
- Current status
- Monitoring
- Internal decision
- Approved
- Assigned staff
- Alicia Monroe
- Created
- 4/24/2026
Open tasks & latest notes
Grant complianceDue
Due 7/29/2026 · Collect Q3 receipts and job creation numbers.
Grant compliance reminder
Sent Q3 reporting checklist and receipt template.
Disbursement question
Client asked when the second disbursement lands.
Snapchat communication
- Snapchat username
- northsidebake
- Last Snapchat contact
- 7/18/2026
- Communication summary
- Confirmed receipt of grant agreement, asked about disbursement timing.
- Follow-up needed
- No
- Staff member
- Alicia Monroe