WorkMarketing · B2B creative agency
From a client's brief to a priced job, the same day.
Turns a client's brief or call notes into a scoped, priced job with owners, and flags what the brief leaves out before anyone quotes.
Built for a B2B marketing and creative agencyClickable prototypeSample data
Every name, figure and record here is inventedThe client's details are withheldThe workflow is the real one
What it does
The agency's own way of working, written down.
Who uses it
- Account directors
- Account managers
- Producers
- Studio leads
Briefs in a standard shapeA brief or call transcript is set out in the agency's own fields: background, objective, audience, key message, deliverables and must-haves.
A scope priced on the rate cardA phased scope with a role and hours on every line, priced on that client's rate card, showing charge, cost and margin. With no rates on the card, the price is marked indicative.
The gaps, before the quoteIt lists what the brief leaves open, suggests owners, and drafts the follow-up email to the client.
Approved into the job systemOnce approved, the job is created in the agency's job system, and reviewers score each draft so the drafting keeps improving.