Agencies
9 released templates. Each passed a check on test data; it is switched on in the panel by the director, and a person decides on every proposal. Example results are illustrative: the names and companies in them are made up.
Client brief
The problem it removes: It takes five calls to pin down what the client wants.
More detail
What it does: A brief questionnaire in chat, follow-up questions, and a one-document summary.
What a person decides: Taking on the project.
For whom: Agency client, account manager.
How to measure: Calls before kickoff.
Project estimate
The problem it removes: Estimates are written from memory and hours get missed.
More detail
What it does: Draft estimate from the brief and similar past projects.
What a person decides: Price.
For whom: Account manager.
How to measure: Planned vs. actual hours gap.
Revisions and approvals
The problem it removes: Client revisions get lost in the message thread.
More detail
What it does: Collects revisions by version and marks what’s done and what’s disputed.
What a person decides: Disputed revisions.
For whom: Account manager.
How to measure: Lost revisions.
Example result: “Situation: version 3 of the mockup has 14 revisions: 11 done, 3 disputed — the client wants a bigger logo (the brief says understated style), wants the pricing block removed (it’s needed for online booking), and wants a third button color. Key point: removing the pricing block works against the project goal. Options: 1) settle the 3 disputed items on one call — fast; 2) do everything the client asks — no argument, but the site may not drive bookings. Recommendation: 1. Today: send the client 3 questions and schedule a call.”
Monthly ad report for the client
The problem it removes: The client report takes two days across three ad accounts, and the client still asks “so what does it mean?”
More detail
What it does: Uses the month’s ad account exports to prepare a clear client report: spend, leads and cost per lead, what worked and what changes next month.
What a person decides: Sending the report and next month’s plan.
For whom: Agency client, account manager.
How to measure: Clients who renewed.
Mockup for approval
The problem it removes: A mockup goes to the client without explanation — three days later they reply “something’s off”, and deadlines slip.
More detail
What it does: Uses the mockup description and brief to draft an approval email: what we’re showing, how it meets the brief, exactly what needs deciding and by when.
What a person decides: Sending it to the client.
For whom: Agency client.
How to measure: Days to mockup approval.
Example result: “Gulnara, good afternoon! Here’s the second version of the “Autumn season” banner. Per your edits, we made the price bigger and removed the second phone number. We need your decision on one point: keep the family photo or switch to a product shot? To launch the ads on October 1, we need your reply by September 26.”
Monthly invoices and acts for clients
The problem it removes: At month end the agency is figuring out who wasn’t invoiced, who hasn’t signed the act, and where the e-invoice isn’t issued.
More detail
What it does: Uses the month’s contracts and documents export to show who to invoice, who hasn’t signed the completion act, where the e-invoice (ESF) is missing, and what to do first.
What a person decides: Issuing invoices and e-invoices — the accountant.
For whom: Agency director, accountant.
How to measure: Days from month end to payment.
Example result: “Situation: 11 clients under contract in October. Key point: Dala Food hasn’t signed the September act, and payment under the contract comes only after the act; the ESF for Nur Stroy isn’t issued. Options: 1) resend Dala Food the act asking to sign by Friday — gentle; 2) call their accountant — faster. Recommendation: 2. Today: call Dala Food and issue the ESF for Nur Stroy.”
Candidates for a client: shortlist
The problem it removes: A recruitment agency sends the client twenty résumés — the client drowns and goes to whoever sent three.
More detail
What it does: Uses the client’s job requirements and candidate profiles to build a shortlist: who fits and why, what doesn’t match, and what to clarify at interview.
What a person decides: Whom to send to the client.
For whom: Agency recruiter.
How to measure: Candidates reaching an offer.
Agency team workload
The problem it removes: The designer is drowning in five projects while the copywriter is free — and the big client’s deadline slips.
More detail
What it does: Uses hours tracking and project deadlines to show who is overloaded and who is free this week, which projects are at risk, and who to reassign where.
What a person decides: Reassigning tasks and client deadlines.
For whom: Account director.
How to measure: Projects delivered on time.
Example result: “Situation: this week Aigerim has 52 hours of tasks against 40 working hours, Timur has 14 hours free. Key point: the Kazakh Tea landing page is due Thursday, and Aigerim can only start it Wednesday evening. Options: 1) give Timur the Aspan Tour banners — Aigerim makes the landing page on time; 2) ask Kazakh Tea to move the deadline by a day — risk of displeasure. Recommendation: 1. Today: hand the task to Timur.”
First reply to a new agency client
The problem it removes: A client asks “how much to run our Instagram?”, the reply comes the next day — they’ve already agreed with a freelancer.
More detail
What it does: Uses the request and the agency’s service packages to reply to a new client: which package fits their task, what’s included and how much, and offers a call.
What a person decides: Custom pricing and the contract.
For whom: Agency client.
How to measure: Inquiries reaching a call.
Basis: product documentation; the platform code. This page describes what exists in this build, not what is planned.