What the client said in the pitch.Gone by kickoff.
The one thing the client insisted on gets said once, on a call nobody else was on. Weeks later the work comes back wrong and they have to say it again. Put it where the people doing the work will see it.
The one thing the client insisted on gets said once, on a call nobody else was on. Weeks later the work comes back wrong and they have to say it again.
The account in one place, not five inboxes.
A client’s contacts, notes, open opportunities, and live projects sit on one company page. Whoever picks the account up catches up in a minute instead of asking three people what was promised.
Nothing gets retyped at the handoff.
Winning the work offers a linked project with the client and the deal already attached. Give the first issues owners, and anyone can follow the work back to what was sold.
Clients stop repeating themselves.
Group related projects into initiatives and see the companies and deals behind them. Status and discussion stay with the work, so the client hears the same answer from everyone.
Plan and track projects
A pitch promise that survives to delivery.
Illustrative example: a small studio wins a client’s next launch.
Keep the pitch notes and the open opportunity on the client’s company page.
When the client approves, take the offered project so the company and deal come with it.
Give the first issues owners, so everyone can see what was promised and who has it.