01 / BUILT AROUND CLIENT WORK
Start with your delivery model
Industry labels are useful, but the way you sell and deliver work matters more. A fixed-fee launch needs scope control and milestone clarity. A retainer needs recurring priorities and an affordable capacity budget. An hourly engagement needs reliable time records and a clear billing review. Choose the use case closest to your operating model, then adjust the suggested workflow to match the terms your clients actually buy.
02 / BUILT AROUND CLIENT WORK
Keep the commercial assumptions visible
A creative team should understand the constraints behind a sold project without exposing sensitive cost information to every participant. The owner needs to know the fee, assumptions and risk; contributors need clear assignments and acceptance criteria; the client needs a bounded view of the work they are reviewing. Each use-case guide considers those handoffs rather than treating everyone as if they needs the same dashboard.
03 / BUILT AROUND CLIENT WORK
Use the examples as evaluation scenarios
The scenarios on these pages are illustrative workflows, not customer testimonials or performance promises. Recreate a relevant example with your own project type and ask whether the team can answer the important questions: who owns the next step, what is waiting on the client, how much delivery remains and whether the economics still work. The purpose is to make a product trial concrete enough to judge.
04 / BUILT AROUND CLIENT WORK
Test the messy parts of your work
The ideal path is rarely the whole story. Add a late client response, a revision request, a specialist contractor or a changed deadline to the evaluation. Check how those events affect the project record, time budget and client communication. Agencies often discover their true requirements in these exceptions. If a specialist tool remains essential for production, retain it and use Flowboard to connect the surrounding delivery workflow.
THE PRACTICAL DETAILS
Questions, answered.
Can an agency use more than one workflow?
Yes. Many teams combine retainers, fixed-fee projects and hourly work. Configure the billing and delivery approach per project.
Are the examples actual customer results?
No. They are worked operating scenarios intended to help you evaluate fit without implying unverified customer outcomes.
What if my exact service is not listed?
Choose the nearest delivery model and review the feature and documentation pages. The project, time and client-context principles can apply across services.