You win the work.You do the work.
When you take the call, write the quote, and deliver the job, nothing can live only in your head. Keep the client and the work in one place.
When you take the call, write the quote, and deliver the job, nothing can live only in your head.
Keep the follow-up in context.
Track an inquiry alongside the company and contacts. Write down what was said before you move on to the next thing, while you still remember it.
Start a project without starting over.
Create a linked project when a deal is won. The company and deal carry over, so your next move is planning the work, not retyping the client.
Pick up the right thread.
Use issues, priorities, and recent activity to decide what to continue. An AI assistant you authorize can read that same work context when you want a hand.
Manage clients
One person, several clients waiting.
Illustrative example: an independent photographer juggling new inquiries and booked work.
Record a wedding inquiry while the current family session is still being edited.
Keep each client’s details on their own company page.
When the next booking is won, create its project and plan the first deliverables.