Custom Builds · Consulting & Agencies
Move sold work into an accountable delivery record.
For consultancies: the sold-to-delivery handoff, scope and change records, and client visibility. For agencies: structured briefs, client approvals, a delivery owner, and a workload view.
The sold-to-delivery handoff
An engagement record carries the client, approved scope, decision maker, delivery owner and next commitment — and the delivery lead can accept it or return it with the missing context named.
Briefs and approvals
A structured brief collects what the receiving role needs; client approval and revision states are recorded rather than inferred from a thread.
Capacity and exceptions
Unaccepted handoffs, scope changes, and aging work stay visible to the owner on a defined cadence.
Boundary. Not a generic project-management replacement, and no promised production automation or margin result. Workflows are scoped in the Envisioning Workshop.