Studio OS
Command center for priorities, risk, and studio pulse.
Settings
Keep the operational defaults here: repeatable emails, proposal structures, studio preferences, and links to workspace-level controls that support the rest of the app.
Reusable messages
New lead response
Reply template for first-touch enquiries and fit qualification.
Discovery call confirmation
Calendar, expectations, and next-step email.
Proposal follow-up
Short, direct follow-up for sent proposals.
Onboarding welcome
Portal access, process summary, and next actions.
Commercial documents
Website project proposal
Structure for brochure, service, and lead-gen website work.
SaaS development proposal
Scope and roadmap template for portals and web apps.
SEO retainer proposal
Monthly growth, reporting, and optimization offer.
Maintenance plan agreement
Post-launch support and improvement retainer structure.
Internal defaults
Dashboard default view
Overview
Reminder cadence
Daily at 08:00
Project health rule
Flag any item waiting on client for 3+ days
Portal link visibility
Pinned in sidebar and top actions
Operational controls
Portal access rules
Review who can enter the client portal and what they can see.
Brand token reference
Color, type, and UI style notes for studio surfaces.
Notification rules
Define which finance, CRM, and project events surface in overview.
Design rule
Studio surfaces can be dense and tactical. Client surfaces need reassurance, clean next actions, and less operational noise.