Workflows for what you build.

Gets the proposal signed and the contract executed so the project can start.

1. Proposal ready to signSent when a document is ready for the recipient's e-signature.
2. Signing reminderSent when a document is still unsigned after the initial request.
3. Proposal expiringSent when a non-payment action window is approaching its close.
4. Signed and inSent when all required signatures are in and the document is executed.

Collects the deposit and the milestone payments that keep the project funded through delivery.

1. Invoice readySent when a new invoice is issued, with the amount in the text.
2. Due-date reminderSent before a payment is due, with the amount in the text.
3. Past dueSent when a balance is overdue, with the amount in the text.
4. Payment receivedSent when a payment arrives, with the amount in the text.

Opens each feedback round the moment work is posted and hands off final files at the end.

1. Ready for reviewSent when a digital deliverable is generated and ready to access.
2. Feedback window closingSent when a non-payment action window is approaching its close.
3. Final files deliveredSent when a digital deliverable is generated and ready to access.

Protects discovery and milestone review calls against no-shows, on video or in person.

1. Call confirmedSent when a booking is confirmed.
2. Call tomorrowSent the day before the appointment.
3. Join linkSent shortly before a video appointment, carrying the join link.
4. Missed callSent after a missed appointment.

Logs a client change request as a tracked thread and closes the loop when it ships.

1. Request loggedSent when a support request is logged.
2. Reply from your designerSent when an agent replies to the ticket.
3. Request doneSent when a ticket is marked resolved or closed.