Run the whole studio from one workspace
Overview writes the proposal, checks the deliverable, chases the approval and raises the invoice, so the team spends its week on work the client is paying for.
AV
Draft the Halcyon rebrand proposal from the brief
Halcyon Hotels rebrand
Fixed fee · 12 weeks · £84k
1.1
Context
Halcyon operates 14 boutique hotels; the brand has not been reviewed since 2017.
1.2
Objectives
Reposition for a younger leisure guest without losing the corporate account base.
2.1
Scope
Strategy, identity, guidelines and signage templates. Website is a later phase.
2.2
Exclusions
Photography, copywriting and print production are quoted separately on request.
3.1
Fees
Fixed fee of £84,000 over four milestones, 30% on signature. Rate card attached.
9 of 12 sections
Drafted in 3 min
Proposals
Delivery
Projects
Practice
Used by 300+ studios, agencies and consultancies, from two founders to 200 people
Inside the workspace
One workspace for the whole studio
Proposals
Scopes and fee proposals, drafted in an hour.
Halcyon rebrand
Fee proposal
Drafting
2.1
3.1
4.2
Delivery
Reviews, approvals and client feedback, cleared.
Tidewater campaign
Open items
12
REV-031
Approved
APP-118
With client
CHG-006
Awaiting you
Practice
Timesheets, invoices and forecasts, kept current.
This week
31.5 h
Halcyon rebrand
Identity
18.0
Orrin launch
Proposal
13.5
Projects
Every task and thread, attached to its job.
Orrin launch
9 tasks
To do
Doing
Done
Filed by the agent
3
Intelligence
An agent that has read every project you’ve run.
Which rate did we quote Halcyon?
Proposal
PR-014
quoted £850 per day, senior
Halcyon rebrand
Rate card 2026
Sourced from 3 records
Integrations
Plugs into the tools your studio already runs on.
Connected tools
5 live
Syncing every 15 min
The admin nobody scoped for, handled.
Scope changes
One change, every document
Sign off a change request and the proposal, milestone plan and invoice schedule move with it. No retyping, no fourth PDF.
Change request CR-03
12 weeks
14 weeks
OK
Proposal
1.1
14 hotels, brand from 2017
1.4
Programme
12 weeks 14 weeks
2.2
Scope: identity
Wordmark, palette, type
3.1
Fees
Milestones
Stage
Due
Discovery
14 Mar
Strategy
4 Apr 18 Apr
Identity
9 May
Guidelines
30 May
Handover
13 Jun
Invoices
Paid 3 Mar
INV-2041 · 30%
Due 4 Apr Due 18 Apr
INV-2042 · 25%
Due 30 May
INV-2043 · 25%
Due 13 Jun
Tidewater campaign deck
v3 · 24 slides · checking
1
Issue · 1
Old lock-up on slide 7
Tidewater retired this logo in the March guide
Guidelines 2.1
2
Issue · 2
Budget figure does not match the scope
Slide 19 says £120k · signed proposal says £96k
Proposal 3.1
3
Issue · 3
Missing legal line on the paid social ad
Brief requires the legal line on every format
Brief 4.2
Deliverable review
Reviewed before it ships
Decks, pages and assets are checked against the brief and brand guidelines before they go out, so the client never sees the typo.
Ask the workspace
Find the decision, sourced
Who agreed the extra round of amends, and when? Ask once and get the answer with the email, note or proposal it came from.
Who approved the third round of amends?
Email · Tidewater campaign
Re: Round 3 amends, go ahead
Client marketing director confirms a third round at the agreed change rate. Filed by the agent.
12 Jun
Proposal · Tidewater
4.2 Amends and change requests
Two rounds of amends included per deliverable. Further rounds charged at the day rate on written approval.
Signed 3 Mar
Change request · CR-02
Round 3 amends, 2 days, approved
Raised from the email above, priced at £1,700 and added to the June invoice. Approved by the account lead.
13 Jun
Client approvals
Approvals, on the record
Send the deliverable, the scope and the invoice for sign-off in one place, and keep every yes traceable from pitch to payment.
Approval pack · Orrin launch site · 38 pages
Checking
3 issues
NOT APPROVED · p.4
Homepage hero still marked draft by the client
Comment from 9 Jun asks for the shorter headline. No reply on file.
Brief 2.3
NOT APPROVED · p.17
Pricing page copy outside the signed scope
Copywriting was excluded in 2.2. Raise a change request first.
Scope 2.2
NOT APPROVED · p.31
Accessibility statement links to the old site
Client legal asked for the new URL on 2 Jun. Still points to 2024.
Email 2/6