Client onboarding.
Files. Briefs. Approvals.
See what has arrived, what is missing and what needs approval. Keep the project checklist connected to your tools.
Discuss this workflow-
Client files
- Brief received
- Logo received
- Photos missing
Shared folder
-
Checklist
- Files linked
- Missing items found
- Reminder drafted
Ready to review
-
Project ready
- Files checked
- Brief approved
- Work assigned
Approved by your team
- 01
Collect
Link the brief, files and approvals to one project checklist. Keep files in the shared tools you already use.
- 02
Check
Find missing items and prepare one request for your team to review. Update the checklist as inputs arrive.
- 03
Approve
Your team checks the files and records approval against the right version before work starts.
Your team sets
the rules.
-
Set the requirements
Choose the checklist, who supplies each item and who approves it.
-
Check before approving
A received file is not automatically a usable or approved file.
-
Agree changes first
Your project lead approves changes to scope and deadlines.
One checklist for the project.
BEFORE
- Briefs in email
- Files across chats and folders
- Approvals on different versions
AFTER
Files, missing items and approvals linked to the project.
Connect your client onboarding.
We agree the scope, price and running costs before starting.
Discuss this workflow