↘ Deep dive

← The full flow

TEMPLATES & TOOLS.

FORMS · TRACKERS · DOCS

The forms, trackers and working documents used throughout the process.

Commercial & growth

2026 Master Business Tracker
Log every new opportunity.
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Growth Tracker
Existing-client growth planning.
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Briefing & setup

Asana new-project template
Every new project.
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Asana creative briefing form
Smaller creative tasks.
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Online briefing template
Briefing the team.
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Agency Briefing Form
Customise and copy into the client folder.
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Client management

Contact report
After every client meeting.
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Handover spreadsheet
Before leave or absence.
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Finance & agreements

Project Invoice Plan
Planning and notifying invoices.
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Client onboarding form
New clients in Paprika.
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SOW and Billing Schedule template
Issued with the OA.
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Creative & presentation

Paradise deck template
Pitches and presentations.
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Experience & production

RAMS template
Risk assessment and method statement.
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Run-of-show template
Branding update needed.
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Timing plans
Branding update needed.
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Site visits template
Site visit write-ups.
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Production Considerations Deck
Before concept development.
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Close & debrief

Project debrief sign-off
End of every project.
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