Proposals
Start with scope, deliverables and pricing in one branded document.
For marketing agencies
Keep client documents moving, without the email chase.
A campaign brief, proposal, client feedback and signed agreement should not live across five threads and a download folder. EveryTask keeps the working document and its next step in the client project.
Create a free agency workspaceOne project free. No card needed.
How this work moves
Campaign work has commercial documents before it has creative assets.
Marketing agencies often begin a client relationship with a proposal, then collect a discovery brief, campaign plan, reporting material and an agreement. Those files do not all have the same audience, but they do have the same need: the agency and client should know which version is current and what decision is expected next.
A client project gives the commercial and review work a shared home. It is not intended to replace campaign delivery tools. It gives the documents around the campaign a dependable record, so scope changes, feedback and the final signed document do not get lost between email, downloads and a separate signing inbox.
The work around the work
The document is not the problem. Where it goes next is.
- A client asks for one small change, and nobody can tell which PDF is current.
- Feedback lands in email while the document moves somewhere else.
- The approved proposal has to be uploaded again before it can be signed.
The document set
The client work you need to keep together.
Campaign briefs
Keep the client brief beside the work and later approvals.
Reports and PDFs
Upload the finished document, mark it up and retain each revision.
Where it helps
For the decisions that turn a campaign into a commitment.
Sending a campaign proposal
Build or upload the proposal, review it internally, then share the exact client version. If scope or pricing changes, save the revision instead of relying on a chain of attachments.
Reviewing a campaign plan or report
Use a review link when a client needs to react to a plan, performance report or presentation PDF. Feedback stays close to the document instead of becoming a detached list of requests.
Retaining the engagement record
Keep the brief, agreed proposal and signed result in the client project so a new account lead can understand the commercial context without searching another person’s inbox.
The agency flow
From working document to finished record.
EveryTask does not replace the work. It gives the client document a place to move through it.
- 01
Start the client document
Create a proposal from the template or upload the working PDF to the client project.
- 02
Review it in context
Make edits, retain the previous version and bring the conversation back to the file.
- 03
Send the client a link
Let the client review and respond without creating an EveryTask account.
- 04
Revise, sign and retain
Save the agreed version, request a signature and keep the result in the same project.
What changes
A client project is more than a folder.
One project per client
The proposal, brief, PDF and final agreement have a dependable home.
Feedback follows the file
A review link keeps the conversation close to what the client is deciding on.
The final version is recoverable
Every save creates a version rather than replacing the history.
Questions, answered
EveryTask for marketing agencies
Can a marketing client review a campaign document without an account?
Yes. A client can open a review link and respond to the selected document without creating an EveryTask workspace account.
Can we keep campaign briefs and proposals in the same place?
Yes. A client project can keep generated documents and uploaded PDFs together, making it easier to move from a brief to a proposal, review copy and final agreement.
What if the scope changes after the proposal is sent?
Update and save the proposal as a new version. The earlier document remains available, which makes the commercial changes easier to understand later.
Does EveryTask replace campaign-management software?
No. It is the document workspace for the client-facing work around the campaign: creating, reviewing, approving, signing and retaining the documents that explain the commitment.
Ready when you are
Give the next client document a place to go.
Create a free workspace, then add the first client project when the work is ready.
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