Step 1
Triage brief
An approved brief becomes a project with a reusable task structure.
Illustrative workflow / Agency client workspace
A day in the
workflow.
Connect incoming work, project delivery, client discussions, time and billing around the way your agency operates.
Fictional scenario. This is a marketing walkthrough, not a customer case study or a live CRM.
Step 2
Create project
Internal owners work through dependencies and delivery dates.
Step 3
Assign work
The client reviews a proof in the context of the project.
Step 4
Review deliverable
Approved time and expenses support an invoice review.