The kickoff workflow that gets you the brief before the call
A ready-made project kickoff workflow for agencies. Clients sign, pay, fill out the brief and share access in your portal. Your team plans and delivers.
- Steps
- 12 steps
- Typical length
- 2 to 4 weeks
- Who’s involved
- Client, Account manager, Project manager, Project team
- Works with
HubSpot
PipedriveSalesforce
GoHighLevelStripe
Google Drive+13
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Contract and deposit
3 steps - 2
Brief and access
3 steps - 3
Kickoff and plan
3 steps - 4
First deliverable
3 steps
Timelines slip before the work starts
The first designs take days. Getting the logo files, the analytics access and a clear brief can take weeks.
A brief that fits the project
Answers decide the follow-up questions, so a website and an ads campaign get different ones.
Access without passwords in email
Clients add your team through each tool's own invite, then check it off.
Clients always see what's next
Every step sits in their portal, so the kickoff call starts with answers.
- Sign the statement of work
- Pay the deposit
- Fill out the kickoff questionnaire
- Upload brand assets
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every new project goes through between the signed proposal and the first deliverable, run the same way for every client. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
