Agency client review desk: results, budget and next year’s proposal

What goes on the desk

• Document ‘Proposal: year two’ (widget document)
• Spreadsheet ‘Budget’ (widget spreadsheet)
• Table ‘Results by month’ (Month, Leads, Qualified leads, Channel) (widget table)
• Chart ‘Qualified leads by channel’ (widget chart)
• Slides ‘Client review’ (widget slides)
• Contacts (widget contacts)
• Inbox for the client’s mail (connected mailbox) (widget inbox).

Set it up

one desk per client; import monthly results (widget table import).

1. Create a desk named for the real outcome, client or deadline.
2. Add the suggested widgets and rename each one for the job it performs.
3. Bring in the existing files or tables before inventing another copy of the information.
4. Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

add each month’s row; a week before the review update the chart and the deck.

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

Plexii answers what drove a quarter’s leads from the desk, with sources (ai assistant); the Document’s Draft with AI and Rewrite selection change nothing until you insert or replace (widget document); a Living Doc can keep a running summary of the account (widget living doc).

Related resources

• demo
• client workspace
• client status updates
• scope creep
• utilisation rate