Creative studios and agencies
Too many projects in flight, capacity you can't see, retainers that leak hours, and approvals lost in email threads.
Three things we hear most.
How far it can go.
Start at whichever level solves the problem. Each one builds on the last.
The Register
A project and approvals tracker, or a retainer hours log with alerts. In your own Google Drive or OneDrive, with a form on your phone.
The Board
Everything in the Register, plus: board of projects, capacity, retainers and pipeline, with a morning brief. Installed in your own Claude account. Xero money and the register are live today; the other panels are on the roadmap and confirmed in writing before you sign.
The Operator
Everything in the Board, plus two more connected areas and up to three draft flows: weekly client status drafted, retainer overage flagged and invoiced, monthly studio report. A named person reads and sends every draft.
The business on one screen.
Up to four areas, pulled live from the tools you already use.
See a demo board for your industry →
Reads from: Xero, Asana, Monday, Notion, HubSpot, Google Drive. Read-only unless you ask otherwise, in writing.
Illustration. Names and figures are made up.
What needs you today.
One short email at 6am, each line linked to the thing itself.
Drafted for you to check
- Weekly client status update
- Change request for out-of-scope work
- Proposal from your template
Questions owners ask
Retainer hours are overrunning and I find out at month end · Proposals with no reply: the follow-up a creative studio never sends · Projects in flight and capacity: the one page that shows whether the studio can take the next job · Client domains, hosting and licences the studio manages: the renewals register
See what this would look like for you.
The Snapshot maps how your business actually runs, then shows which level is worth doing. Free, thirty minutes, yours to keep.