An intake your team can use
One intake template or form, with the details needed to start work and a clear human approval step.
FOR CREATIVE & MARKETING AGENCIES
Turn client intake into an organized project—with the brief, tasks, owner, and files together in the tools your team uses.
$3,000One agreed workflow.
A fixed scope from the start.
Built by James. Start with one handoff worth fixing.
Sample Brand · Three vertical edits
The same details. A clear next step.
Illustration of the working demo shown in the video.
WHO THIS IS FOR
For owners and operations leads at small creative and marketing agencies, typically teams of 5–25.
CLIENT INTAKE & HANDOFF SETUP
One workflow, for one team and one service type, connecting up to three agreed existing tools.
One intake template or form, with the details needed to start work and a clear human approval step.
The agreed brief, owner, dates, standard tasks, and working-file links carried into your project tool.
Missing details stay visible. Repeated requests are checked for duplicates. Failed handoffs have a recovery path and a manual fallback.
Testing with representative requests, one adjustment round within scope, a recorded handover, and a one-page runbook.
FROM THE VIDEO
The BrandFlowr demo follows a sample brief through approval, project creation, a repeated request, and a failed handoff that can be retried.
The same request finds its existing project. Completed tasks stay complete.
The request stays saved while the operator restores the connection and retries.
Actual local demo · Fictional sample data.
Connections to your tools are scoped and tested for your workflow.

HOW WE WORK TOGETHER
Typically three weeks once scope, access, and sample inputs are ready. We agree the dates before booking.
Show me a recent request and where it gets stuck. We check the tools, define the scope, and agree what success looks like.
I connect the agreed steps and test normal, incomplete, duplicate, and interrupted requests. You get a weekly written update.
We demonstrate the agreed result together. Your operator gets the recording, runbook, and delivered configuration or source files.
You work directly with James. I build software for real operational workflows, with a background in engineering and live broadcast.
See my workBEFORE WE TALK
That is the starting point. We review your intake, project tracker, and any file storage, then check their capabilities and access before agreeing the fixed scope. The package connects up to three agreed tools for one team and one service type.
Typically three weeks after scope, account access, and sample inputs are ready. We agree the start and handover dates before booking. You receive a weekly written update, with scheduled meetings when needed.
A new standalone client portal, historical data migration, a full CRM replacement, and additional workflows. Scope changes are quoted separately. Any third-party subscriptions or usage charges are agreed beforehand and paid directly by you.
You receive the delivered configuration or source files, with any reusable or third-party components identified. Correction of defects in the delivered work is included for 30 calendar days after acceptance. Optional care is $250/month for up to one hour of scheduled checking and minor upkeep; no emergency-response service is included.
One recent client request, the tools your team uses, and the step where the handoff gets stuck. In 20 minutes, we will check whether this focused package fits and identify what needs to be checked before a scope can be agreed.
20 MINUTES / ONE REAL REQUEST
Bring one recent client request and the tools you use. We’ll work out whether this $3,000 setup fits your team.
Prepare a request here, then send it from your email app. I’ll reply to confirm a time. Preparing a request does not reserve an appointment.
Prefer to email directly?
contact@brandflowr.com
REQUEST YOUR FIT CALL
Open your email app, review the message, and send it to James. Your call time will be confirmed by email.
No email app set up? Copy the message into your usual email service and send it to contact@brandflowr.com.