Capture the brief
Understand the launch goal, deliverables, audience and existing assets. Ask only for the missing information that changes the scope.
AI frontdeskAGENCIES / OPERATING CONTEXT
The first enquiry becomes the brief your team works from.
A website, campaign and content package should not start three disconnected conversations. Skillies can build an agency system that carries the commercial scope into delivery, keeps client feedback attached to the right work and shows who owes the next response.
Discuss your workflow01 / THE WORKFLOW
Connect the steps.
Keep the context.
Compose the proposal
Build a PDF from the configured delivery blocks, rates and revision rules. Show client-supplied assets, exclusions and assumptions together.
Quote workflowOpen the project
Recorded acceptance and the required payment event can create the project, assign Mira and issue the agreed asset checklist.
Mira · account leadRoute client feedback
Attach comments to the relevant deliverable and version. Turn actionable feedback into assigned tasks, with any scope change kept visible.
Delivery teamKeep milestones moving
Surface missing assets, overdue reviews and promises from verified meeting notes. Tell the client what is needed to reach the next milestone.
Mira · account leadClose and continue
Record delivery acceptance, handover links and invoice status. Carry open issues into the next conversation before suggesting more work.
Account team02 / CONNECTED SYSTEMS
Built around your existing tools.
Business inbox
Bring supported conversations and attachments into the account record; keep the original message available to the delivery team.
Project workspace
Create agreed projects and tasks from accepted scope, then return responsible people, due dates and completion states.
Meetings & files
Attach available verified notes and approved asset links to the right client, project and deliverable.
Accounting tool
Use invoice references and confirmed payment events to distinguish a sent proposal, a signed-off project and paid work.
03 / OPERATIONAL VISIBILITY
Make the open
questions visible.
- Proposals awaiting a decision and the objection behind each delay
- Projects blocked by client assets, internal work or a review
- New scope requests with the account lead and commercial status
- Unresolved client concerns before a renewal or final invoice
Know what to expect.
Can a custom brief receive a proposal without a discovery call?+
Yes, when the requirement is clear enough to compose a scope from your configured services and rates. The proposal can state assumptions and dependencies. A meeting remains optional when the client wants a walkthrough.
Can this work with our existing project tool?+
We first establish which project, task and status actions your tool supports and what access is available. The agreed connection can then carry accepted scope into that workspace without promising that every tool supports every action.
What happens when a client requests more work during delivery?+
Keep the request linked to the original deliverable and distinguish it from an included revision. Where change pricing is configured, prepare the additional scope for the client’s decision before treating it as accepted work.
Start with your operating reality.
Scope the workflow, the access and the measures of success together.