Agency Operations Intake

Universal onboarding flow for every client: meeting request, asset handoff, project brief, then assessment.

Universal Flow

Stage 1: Client meeting request Stage 2: Asset submission Stage 3: Brief submission Stage 4: Ready for assessment

Client Intake Workspace

Step 1

Create Intake Case

Step 2

Meeting Request

Step 3

Assets Submission

Step 4

Brief Submission

Case Status

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Stages & Readiness

Load a case to review progress.

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Briefing transcripts

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Core Service Tracks

Strategy + Roadmapping

Clarify campaigns, milestones, and execution architecture.

Build + Automation

Ship systems with agentic execution, QA controls, and deployment paths.

Operations + Reporting

Run support, billing, and delivery reporting against shared protocols.

Payments

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Billing Rollup

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Support

Submit Ticket

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