Briefs
Every request, in one place, before it’s priced.
Creative brief intake for agencies: your team captures every brief in one place, and an approved brief turns into a project without retyping it.
Pick a question. See where Frankly answers it.
Every brief your team captures lands in one place.
Turn an approved brief into a project without retyping it.
Each brief keeps the request with the work it becomes.
Three things a brief should do.
Land in one place
Every brief your team captures arrives in the same list.
Keep the request
What was asked for stays with the brief.
Become a project
Turn an approved brief into a project without retyping it.
From request to priced work.
01
Take in the brief
Your team captures each brief in Frankly, so every request sits in one list instead of inboxes and chat threads.
Brief intake.
02
Turn it into a project
When a brief is approved, turn it into a project without retyping it, then price it from your service catalogue and rate cards.
Brief-driven estimating, service catalogue, rate cards.
More on estimates and pricing
03
Plan and run the work
A project exists as soon as you name it, and its schedule can be built from the estimate, since the phases already exist.
Projects before pricing, schedule from the estimate.
More on project management
What briefs mean for your role.
Same requests, different questions. Pick yours.
Agency owners
“What’s coming in the door?”
Owners see every brief your team captures in one place, before it turns into work.
One list of briefs
Captured by your team.
Brief to project
Price the work from the request.
Target margin
Name the margin on the estimate.
Pipeline
Deals and their weighted value.
Finance and operations
“Will this request be priced properly?”
Finance teams see approved briefs become projects, priced from the same catalogue and rate cards.
Brief-driven estimating
The project starts from the brief.
Service catalogue
Priced line items.
Rate cards
Service, role and staff rates.
Estimate approvals
An approval workflow.
Account leads
“Did we capture what the client asked for?”
Account leads keep the client’s request with the work it becomes.
Briefs per client
Every request for a client, in one place.
The request stays
What was asked for stays with the brief.
Brief to project
Price from the request.
Outcomes on the estimate
Write down what the client is buying.
Project and traffic managers
“What’s next in the queue?”
Project managers see what’s been asked for before it lands on the schedule.
Incoming briefs
Captured by your team.
Projects before pricing
A project exists as soon as you name it.
Schedule from the estimate
The phases already exist.
Resource planning
Plan by role and person.
Agents
Agents do the legwork. You make the call.
Frankly’s agents work inside the system and inside your permissions. They propose; you accept.
More on agentsProposes, then waits
An agent suggests the change. Nothing happens until you accept it.
Sees only what you see
Agents inherit your permissions. No elevated access, ever.
Works where the money is
Agents work with your projects, estimates and finances, all within each user’s permissions.
Also in Briefs.
From the first request to the first project.
Team brief intake
Every request lands in one list.
Briefs from staff
Internal requests, in the same place.
Brief-driven estimating
Turn an approved brief into a project.
Service catalogue
Priced line items for the estimate.
Rate cards
Service, role and staff rates.
Projects before pricing
A project exists as soon as you name it.
Schedule from the estimate
The phases already exist.
The rest of Frankly.
Take in the request. Price the work.
See briefs and estimating on real agency work in a walkthrough.