Client intake workflow setup
Problem and buyer
Small agencies lose requests across chat and email. Nobody owns them, deadlines slip and delivery is hard to prove.
Who pays: Owner of a 3–20 person agency (design, marketing, dev) handling client requests by chat and email.
The offer
Configure one intake flow — form, owner, deadline and delivery proof — in the agency’s existing tool, and measure before/after.
- Intake form and routing rules
- Owner and deadline fields with reminders
- Before/after measurement of admin time and unowned requests
How the model works
Request → owner → deadline → delivered file, with a reminder when the file is missing.
Today’s alternatives: Project tools the agency already pays for, freelancers who set up Notion/Asana, doing nothing.
Fit for your market
- Keeps
- Ownership and proof of delivery per request.
- Changes
- Each agency uses different tools, so the setup adapts to theirs.
- Not included
- We don’t sell or build new software for the agency.
First test
Observe five real requests with permission, then pilot one process and compare admin time and unowned requests.
Continue if: Measurable drop in unowned requests and the agency asks for a second process.
Why it might fail
- Existing tools may already solve it
- Integrations can need expensive support
Claims in this dossier
- Common workplace tools can link a request to an owner, a deadline and a delivered file.Fact
- Agencies will pay for setup, not just software.Hypothesis
Other dossiers
Catalogue data audit as a small service
Check an online shop’s product file for duplicates, gaps and format errors — and hand back a clear fix list.
- Start cash
- €0–30
- Time
- 4–6 h / week
Practical task design for small B2B training
Turn one module of a trainer’s course into three tasks people actually complete — with examples, a rubric and a submission flow.
- Start cash
- €0–50
- Time
- 4 h / week
Booking and attendance for local workshops
Configure an existing booking tool and report interest, bookings, attendance and payments separately.
- Start cash
- €0–20
- Time
- 3–5 h / week
Your first real test can start this week.
Free to start, no card. See the models that fit you, open a ready-to-run kit and plan your first 10-day test.
- We never send messages, publish or spend money for you.
- We don’t invent experience, clients or results.
- Every claim is labelled: fact, estimate or hypothesis.