📖 Studio Playbook

How CreativEdge runs, and where everything lives

Where everything lives

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Leads

Pitch Room (here in HQ). ClickUp: The Pitch Room for outreach tasks.

🌙

Client details

Client Room (here in HQ): brief, money, checklist, logs.

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Tasks & deadlines

ClickUp. Client folders in the Client Playbook space; studio work in CreativEdge HQ.

🗂️

Files & assets

Google Drive, 00_CreativEdge folder, one folder per client.

📣

Social

Metricool for scheduling. Plan in ClickUp, The Spotlight.

✉️

Email marketing

MailerLite or Brevo (deciding).

Our client process

  1. Discovery callUse the discovery notes template. Log it in the Pitch Room.
  2. ProposalPick the matching proposal template. Move the lead to Proposal sent.
  3. Won: move to the Client RoomOpen the lead and click "Move to Client Room".
  4. KickoffAgreement, deposit, creative brief, assets, ClickUp project, kickoff call.
  5. Research and moodboard
  6. Sketches, then three conceptsAlways presented as a mockup, never bare files.
  7. Feedback and revisionsLog every round in the client's feedback log.
  8. Final approvalSigned sign-off before final files.
  9. Delivery and wrap-upPackaged files, final invoice, testimonial, portfolio permission.
  10. 30-day check-inCheck in, offer the next helpful thing.

Templates

Outreach, proposals, project workflow forms and client emails: CreativEdge Templates