Agency & Freelancer
Running client work means repeating the same small rituals for every engagement — standing up a new folder, posting the weekly update, totting up hours, chasing an unanswered proposal. These workflows handle the scaffolding so we can spend more time on the craft and less on the admin between it.
Use Cases
| Use Case | Description |
|---|---|
| Client Onboarding Kickoff Pack | Spin up the full new-client starter pack — folder, project board, welcome email, and kickoff meeting — from one sheet row |
| Weekly Client Status Report | Pull this week's completed tasks, hours, and blockers from your PM tool and draft a branded client update |
| Time Log to Invoice Draft | Turn last month's time entries from Harvest into per-client draft invoices in Xero for review |
| Proposal Follow-Up Pipeline | Track outstanding proposals and draft personalised follow-ups at 3, 7, and 14 days when clients haven't replied |
| Discovery Call Notes to Action Items | Turn a recorded discovery call into a summary, PM tasks, and a draft follow-up email |
| Project Brief to Proposal Draft | Convert an intake form into a structured proposal draft with scope, timeline, and pricing ready for review |
| Project Wrap-Up and Testimonial Request | When a project closes, archive the workspace, draft a case study outline, and send a testimonial request |
| Inbound Lead Qualifier | When a contact-form enquiry arrives, enrich the sender, score against our ICP, and route to the right next step |
| Retainer Hours Burn Alert | Watch retainer hours against the monthly cap and flag clients approaching their limit before we work unpaid |
| Scope Change Request Drafter | When a client asks for out-of-scope work, draft a change request with revised cost and timeline before saying yes |