Brief intake notes
When
A client email, a call or a rough brief just landed.
You get
- 01What they asked
- 02Stated facts
- 03Must-haves
- 04Open questions
- 05Ready for strategy?
Account
Walk into every call prepared.
A messy email becomes clean notes and the questions to ask. A meeting becomes a status the client will actually read.
Start freeFour guided messages. No card.
01The moment
A client email: what they want, spread across three paragraphs.
The client wrote what they want, not what they need.
Dates in one email, budget in another, nothing on approvals.
After the call, someone still has to write the status.
02Methods for your role
Run one on your brief. The client, the brand and the brief are already in the project.
Meeting to status update
When
A meeting just ended and the client needs a short status.
You get
- 01Tasks
- 02Email
03What stays yours
The relationship, the question the client didn't expect, and knowing what to push and what to let go. Underpaint keeps the facts straight so you can do that.
Bring the next messy email.
Four messages on us. Bring a real client, not a demo.