Agency / studio
Pitches, project handoffs, case studies, hiring.
Retainer health · scope · review cadence
What gets pre-loaded
preferenceimportance 8/10 Pitch posture — show, don't tell
Every pitch should lead with a relevant case study or visual artifact, not a slide of credentials. Cap pitch decks at 12 slides.
lessonimportance 8/10 Project margin floor — 35%
Any project bid that comes in below 35% projected margin needs an explicit reason. Surface a watch item before it ships.
preferenceimportance 7/10 Case study cadence — one per month
We commit to publishing one case study per calendar month. The desk should draft a candidate brief from any project that wraps.
Sample signal seeded on day 1
Sample client feedback — scope creep
A retainer client requested two additions outside the agreed scope this week. Worth flagging for a scope conversation.
Ready to get going?
Pick this template at signup and your workspace lands with the brand voice, decision rules, and red-flag lessons above already taught — so the first cycle has substance. You can edit or delete every entry later. None of it is permanent.
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