Playbooks

Short paths through real agency jobs

One outcome, a few steps and the real screens that do it. Every step describes something that works today.

Catch a project going over

You learn a project is going over in the week it starts to slip, while capping or re-pricing it is still a decision you can make.

A client call becomes a brief the team can start from, reviewed and approved, before the notes go cold.

You can name every tool you pay for, who owns it, which client it serves and which overlap to cancel.

What the team knows about a client becomes searchable, and every answer names where it came from.