Creative agencies. Rounds, approvals and retainers in one place.
Brand, web and content studios whose clients need to see the work, give a clear answer, and know what comes next.
A morning at Field Notes Studio. An example practice.
Field Notes Studio and everyone in it are invented to show the app in a studio’s own words: engagements, approvals, scopes and workshops.
Thursday
Good morning, Jules. Four things need you.
Needs you 4
Invoice 3108 viewed four times, unpaid
Tidewater Coffee · $12,500 · due FridayNadia Petrova approved the photo shot list
Tidewater · roastery shoot MondayOwen Park asked how the new mark works at favicon size
Kestrel · brand review round 2 · 12 min agoScope S-207 opened a third time
Larkspur Dental · brand & site · undecided 6 daysToday Thu
In motion 7 engagements
Tidewater Coffee Rebrand & Site
Build · photo shoot MondayKestrel Outfitters Identity
Design · review round 2Ridgeline PT Website
Launch TuesdayBramble Bakery Retainer
Holiday menusYour words. On every screen.
- Client
- client
- Project
- engagement
- What they decide
- approval
- Proposal
- scope
- Invoice
- invoice
- Order
- freelance order
- Visit
- workshop
- Lead
- account lead
- Part of a project
- workstream
- What they sign
- contract
Your phases. As the client’s timeline.
- 1Discovery
- 2Strategy
- 3Design
- 4Build
- 5Launch
- 6Retainer
The queue. What needs you, and what’s out with clients.
Example rows from Field Notes Studio’s morning, in the order the app puts them.
Needs you
- Invoice 3108 viewed four times, unpaidTidewater Coffee · $12,500 · due FridaySend reminder
- Nadia Petrova approved the photo shot listTidewater · roastery shoot MondayBook freelancer
- Owen Park asked how the new mark works at favicon sizeKestrel · brand review round 2 · 12 min agoReply
- Scope S-207 opened a third timeLarkspur Dental · brand & site · undecided 6 daysFollow up
Waiting on clients
- Homepage copy is with the client for approvalRidgeline PT · needed before launch TuesdaySend reminder
- Ridgeline PT goes live TuesdayDNS change booked for 9:00Track
- Bramble’s October retainer invoice is overdueBramble Bakery · $4,500 · 6 days lateSend reminder
What you’d use. Plainly, including what isn’t built yet.
- Scopes and contracts
- A scope that becomes the contract, signed in the portal with the payment schedule attached.
- Rounds of approval
- Concepts and deliverables approved or discussed in the portal, round by round.
- Retainers and milestones
- Deposits, milestone invoices and monthly retainers, paid online.
- Weekly updates
- A short note each week from the account lead, read in the portal or by email.
- Freelancers
- Photographers, writers and developers booked per engagement and tracked to their dates.
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