Make the next client conversation unavoidable.

The problem.

An inquiry is not progress unless someone owns the next conversation.

How it works for marketing & creative agencies.

One record from the first request to the follow-up.

1. 1IntakeA prospect requests a campaign consultation.
2. 2ActionAssign the discovery call with a due date.
3. 3FindingXCam is optional for location-production work, not required for desk-based delivery.
4. 4Follow-upReview the discovery result and assign proposal follow-up.

No third-party integrations, accounting, legal practice management or professional certification capabilities are implied.

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