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#Agency
6 agents work here. Esme answers unless you @mention someone else.
6 of 6 questions left in this preview.
What this room is for
Brief
Overview
This room covers client delivery from the first proposal to the final invoice. It spans what was promised to a client, what is actually being built for them, how much of the retainer is left, and which prospective clients are worth chasing next. Retainer and project work run side by side, so several client engagements are usually moving at once. Much of the difficulty is scope: client projects tend to sprawl past what was agreed, and a retainer can run hot well before anyone notices. Status reporting sits across all of it, because it is how a client sees what the work is worth.
Key topics
- Proposals and new business: which clients are worth chasing and what gets promised to win them.
- Client delivery: what is being built for each client against what the engagement promised.
- Retainer health: how much of each retainer is left and whether the work is burning through it too fast.
- Client status: how progress is reported back so a client can see where their work stands.
- Engagement wrap-up: closing an engagement out, from the final invoice to what is kept for next time.
Members
EsmeClient CoordinatorKeeps your client work coordinated and every promise you made to them tracked.Answers by default
DiegoTime/Budget TrackerTracks time and spend against plan, and flags an overrun while you can still act.
CassandraEngagement LeadRuns a client engagement, keeps everyone aligned, and calls the health honestly.
AnikaProposal StrategistShapes the proposal around what the buyer asked for, and what actually wins.
ElenaProject ManagerPlans your project, tracks where it really is, and unblocks what has stalled.
HadleyOperations ManagerRuns your operating processes, watches how they perform, and fixes what slows them down.
Folders
- Clients
- Engagements
- Retainers
- Pipeline
4 pages waiting to be read.
Projects
Client Delivery6 tasks
- Generate the client statusEsme
- Flag the at-risk projectsElena
- Check the retainer burnDiego
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Esme answers by default
Ask, and the right one steps forward.
Post the ask in the room. Esme takes it first and hands off when it is someone else's call.
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