Industry · Marketing agencies
From the brief
to the people doing the work.
Connect client context, creative production, and delivery without making your team manage another disconnected tool.
A good fit when…
An agency project can start in a sales conversation and pass through an account manager, a strategist, a designer, and a client review. The system should carry the brief, the latest decision, and the next owner through each handoff.
- Every new client means starting again
- Access requests, brand assets, questionnaire answers, and kickoff notes arrive in different places. Someone has to assemble the working brief by hand.
- Feedback loses its version
- A comment on an earlier draft becomes a task against the latest one. The team needs a clear record of what was reviewed, what changed, and who approved it.
- Reporting takes the same cleanup every month
- Results from several tools need consistent dates, account labels, and definitions before an account manager can explain them.
What we can build.
- Client onboarding and working briefs
- Turn approved intake information into a structured client record, a draft brief, and assigned setup tasks. Keep unanswered questions visible for the account manager.
- Creative production and approval routing
- Attach feedback to an asset version, organize revision requests, and route the next review to the right person. Publication stays with the agreed approver.
- Reporting preparation
- Collect permitted data from the tools you use, preserve its source and date range, and prepare a reviewable report. Keep reported platform conversions distinct from confirmed client sales.
- Client knowledge and delivery handoffs
- Make approved brand guidance, previous decisions, and current deliverables available to the people working on that client. Keep access and context separated between clients.
How the work takes shape.
- 01Trace one client engagement
Follow a project from accepted proposal through briefing, production, review, and reporting. Identify the repeated handoff that creates the most rework.
- 02Define the review boundary
Agree which records can update automatically and which briefs, assets, messages, or reports need someone to check them.
- 03Test with one client workspace
Use sanitized examples to check version changes, missing assets, late feedback, and access boundaries before extending the workflow.
A useful starting point.
Start with one repeated task, the tools involved, and an example with private details removed. We can define a useful first version, who owns it, and how to check the result.
I work remotely with companies in the United States and worldwide. You work directly with me on the scope, the implementation, and the handoff, and we agree working hours and any ongoing support for the engagement.
The build cost depends on the systems involved, the quality of the information in them, and the review your office needs. Any estimate of value should include staff review time, tool subscriptions, and maintenance. Recovered hours are not automatically a cash saving.
These are applications I can scope and build. The linked case studies show related engineering work; they do not imply past delivery or measured results in every industry listed here.
Before we begin.
Can this fit our existing project management tools?
We start with your current tools and check their supported integrations and account permissions. A useful first version may connect existing features instead of adding a new application.
Can AI help turn calls into briefs?
Yes. It can prepare a structured draft from approved notes or a transcript, identify missing information, and link back to the source. The account owner confirms the brief before the team works from it.
Will client content publish automatically?
Only if an explicit publishing workflow is part of the agreed scope. Briefing, drafting, review, and publication can have separate owners and permissions.
What would a better
way of working look like?
Tell me about the task, the process, or the idea.
contact@younesnadif.com