Every client project gets its own Client Hub: one private place for the proposal, the signature, the payments, the conversation and the work.
Open the list
Click Client Hubs in the rail, then New client project. On a phone, go to Hubs › New client project.
Pick how the work runs
Project with deliverables, Build & launch, Consulting engagement, Coaching program, Executive coaching, Consulting start to handover, Monthly retainer, or Paperwork & deadlines.
Name it
Type your client's name and click Create Client Hub.
It starts with a Brief and the docs that fit your template. Accepting a request also starts one.
What's inside
Part | What it holds |
|---|---|
Home | What happened, every call ahead, the work, and what was decided |
Talk | Your conversation with your client |
The work | Your docs for the project |
Calls | Each call. Calls that share a name show their day |
From and your client's first name | What your client wrote |
Click + in the tree to add a Doc or a Proposal. Members is where you invite people.
Close a project
Click ⋯ at the head of the tree and choose Close and archive. Your client can still read every doc, the Talk history and the invoices, but can't add anything. A retainer that's still charging closes from the Hub's home.
To undo it, find the Hub under Archived and choose ⋯ › Move back to Active.
On the Free plan
Free includes one Client Hub. Paid plans include as many as you need.
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