You
@Nexus, which clients haven’t heard from us in 30 days?
Work returned.
Ready for your review.
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clientsAccount management · 3 members
NexusDigital employee
HubSpot
FirefliesSeven have gone quiet. Three of them are on retainers.
Account lead
Draft a check-in for each one. I’ll send them.
NexusDigital employee
Done. Seven drafts are waiting in your Gmail.
7 clients
with no contact in 30 days or more
- Design retainer
- 46 days
- Web rebuild
- 41 days
- Monthly reporting
- 38 days
commercialSales + finance + delivery · 3 membersYou
@Nexus, compare what each package bills with what it costs us to deliver. What should we change before the next quotes go out?
NexusDigital employee
GoHighLevel
QuickBooks
SmartSuitePremium bills more but keeps less. Extra rounds of changes we never charged for cost $3,600.
Operations lead
We promised those extra changes for free. Fix the new quotes; leave these clients alone.
NexusDigital employee
Ready for your sign-off. New quotes charge for extra changes. Current clients are not affected.
Premium bills more but keeps less.
12 jobs / package
What each package bills, and what we keep
Premiumkeeps $6k of $30k
Corekeeps $9k of $18k
Cost to deliver the job What we keep · same number of jobs
Stop giving away extra changes on Premium jobs.
New quotes say how many rounds of changes are included, and charge for more. Nothing changes for current clients.
See the detailed review
| Delivery costs | Remaining | |
|---|---|---|
| Core · $18k invoiced | $9k delivery cost | $9k remaining · 50% |
| Premium · $30k invoiced | $24k delivery cost | $6k remaining · 20% |
After recorded direct delivery costs, before overhead. Same number of completed jobs.
What the joined records reveal
$3,600
delivery cost of extra revisions
60 extra hours across 8 Premium jobs, with no separate extra-work invoice line.
| Deal + invoice | $2,500 |
|---|---|
| Extra revisions | 7.5 hours · $450 cost |
Decision for your team
Your commercial lead signs off what new quotes include and what extra changes cost. Current clients are not affected.
Sources
GoHighLevel · 24 won dealsQuickBooks · 24 invoicesSmartSuite · 24 delivery jobssales-roomSales + account management · 3 membersYou
@Nexus, prep me for this call. Use the way our founder sells and what we know about this account.
NexusDigital employee
FirefliesGoHighLevelHere are the questions to ask, with examples from our past calls.
Account lead
They already know they have a problem. What scares them is switching and breaking what works.
NexusDigital employee
Reworked the brief around that fear. Questions and next step are ready.
They’re sold on the problem. They’re scared of the switch.
Call brief
Call brief · first question
“What has to keep running while you switch?”
| 1 · What’s at stake |
|---|
| 2 · What can’t move |
| 3 · The next step |
Start with the switch, not the problem.
Ask what has to keep running, then offer a step-by-step switch. It’s all in one brief.
See the full brief
Open with the real concern
“What has to keep running while you switch?”
Establish the stakes
Which delivery commitments cannot slip?
Find the constraints
Who owns the handover, and what must stay in place?
Shape the next step
Discuss a phased transition with the delivery lead.
What changed the brief
| Initial focus | Diagnose the problem |
|---|---|
| Account lead’s context | Make the switch safely |
The need is established. Disruption is the obstacle.
Your founder’s method
Understand the constraint before presenting the offer.
Decision for your team
Your salesperson runs the call. Delivery confirms the switch plan before anything is promised.
Sources
Fireflies · sales conversationsGoHighLevel · account historyproposalsSales + delivery · 3 membersYou
@Nexus, draft the proposal for Ridgeway Homes. Use the call notes and our packages.
NexusDigital employee
FirefliesGoHighLevelDraft ready. Scope from the call, prices from our Starter and Growth packages, dates from the shoot calendar.
Account lead
They said budget is tight. Lead with Starter and show Growth as the upgrade.
NexusDigital employee
Ready for your sign-off. Starter first, Growth as the upgrade. Draft attached.
The first draft is done before anyone opens a blank page.
Proposal
Ridgeway-Homes-proposal.pdf · 6 pages
Check the numbers, then send.
Your account lead confirms scope and price. Then it goes to the client.
See the full proposal
Proposal · prepared for Ridgeway Homes
Spring launch campaign for the Elmwood release
Fourteen homes go on sale in six weeks. A hero film for the launch weekend and a photo set for every home, ready before the listings go live.
| Starter | $6,400 |
|---|
60-second hero film
Photo set for all 14 homes
Two rounds of changes
Ready in 4 weeks
| Growth | $12,800 |
|---|
Everything in Starter
Six social cuts and drone footage
Agent walkthrough videos
Three rounds of changes
Ready in 5 weeks
What you told us
Launch weekend is in six weeks; listings go live the Monday before.
Fourteen homes, three show homes ready to shoot next week.
Budget is tight this quarter; a second phase is possible after the first sales.
| Week 1 | Shoot the three show homes |
|---|---|
| Week 2 | Shoot the remaining homes as they complete |
| Week 3 | First edit for your review |
| Week 4 | Final files delivered |
Next step
Reply with the package you want. We hold next week’s shoot dates for five days.
Northlight Studio · prepared with Nexus
Decision for your team
Your account lead approves the proposal before the client sees it.
Sources
Fireflies · call notesGoHighLevel · deal recorddelivery-roomOperations + production · 3 membersYou
@Nexus, the client changed the campaign brief. Update the submission form and the tracker.
NexusDigital employee
Google DriveSmartSuiteMapped the new brief to the form and the tracker.
Production lead
The footage is already approved. They want three separate ads now, not one combined edit. Don’t make the client approve the footage again.
NexusDigital employee
Ready for your sign-off. The form and tracker will ask for three separate ads. Approved footage stays approved; the client only looks at the new edits.
Three ads instead of one. Nothing gets approved twice.
Workflow proposal
| Ad 1 · Product introduction |
|---|
| Ad 2 · Customer story |
| Ad 3 · Campaign offer |
Approved footage stays approved · only the new edits need a look
Approve the change once. It flows through everywhere.
The brief, the form and the tracker all now ask for three separate ads. Nobody re-approves the footage.
See the full plan
Revised submission form
Send each ad separately.
| Product introduction | Separate file required | Pending |
|---|---|---|
| Customer story | Separate file required | Pending |
| Campaign offer | Separate file required | Pending |
Approved footage stays attached. Only new edits need review.
| Brief | One combined edit → separate ads |
|---|---|
| Submission | A required entry for each ad |
| Tracking | Each deliverable has its own status |
| Existing approval | Footage retained; review new edits only |
Decision for your team
Your project lead approves the change before it goes live.
Sources
Google Drive · existing footageSmartSuite · delivery trackingMore ways to put your digital employee to work.
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