AEAlex Everettalex@everettdesign.com
New client intake
Scope, goals, budget, timeline
Document collector
Requested docs with upload checklist
Free plan that never expires. No credit card required.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the Document collector template
Start from this template and make it yours in minutes. Free plan that never expires.