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Agency OS

Harbourlight Creative · Agency operations · Providence, RI

Nadine Okonkwo-Reyes runs a small agency and uses this to see retainer hours used, who is overbooked, which proposals are out and which projects are slipping.

Any businessProjectsLinked tables8 tables · 14 views · 1 form · 1 agent
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Clients by status

Clients
Lead1
Orchard Lane HotelHospitalityhello@orchardlanehotel.net
Active3
Tidepool CoffeeRetailhello@tidepoolcoffee.net
Granite Peak FitnessFitnesshello@granitepeakfit.net
Lumen OpticsHealthcarehello@lumenoptics.net
Paused1
Kessler HardwareRetailhello@kessler-hardware.net
Past0

Tables

Clients

5 sample rows · 9 columns

The businesses the agency serves.

ClientStatusIndustryEmailClient sinceAccount leadRetainers
Tidepool CoffeeActiveRetailhello@tidepoolcoffee.netMay 10, 2026Bryony CastellaneSocial and email retainer
Granite Peak FitnessActiveFitnesshello@granitepeakfit.netDec 1, 2025Nadine Okonkwo-ReyesWebsite care plan
Lumen OpticsActiveHealthcarehello@lumenoptics.netJun 24, 2025Bryony CastellaneQuarterly campaign retainer
Kessler HardwarePausedRetailhello@kessler-hardware.netJan 15, 2025Nadine Okonkwo-Reyes
Orchard Lane HotelLeadHospitalityhello@orchardlanehotel.netAug 8, 2024Bryony Castellane

Retainers

3 sample rows · 7 columns

Monthly agreements with hours included.

RetainerMonthly feeHours includedRenews onClientEntries
Social and email retainer$3,20040Nov 5, 2026Tidepool CoffeeWeekly social posts, Email template update, Monthly report
Website care plan$1,40015Oct 25, 2026Granite Peak FitnessSecurity and plugin updates, Content edits
Quarterly campaign retainer$5,20060Nov 30, 2026Lumen OpticsCampaign concepting, Art direction, Copy drafts

Projects

6 sample rows · 12 columns

Fixed-scope jobs outside retainers.

ProjectStatusKindStartDueBudgetEstimated cost
Seasonal menu campaignIn progressCampaignOct 5, 2026Nov 1, 2026$7,400$4,588
Class booking site rebuildIn progressWebSep 17, 2026Nov 8, 2026$16,800$10,416
Brand refresh and signageReviewBrandAug 28, 2026Oct 20, 2026$12,400$7,688
Hotel launch micrositeProposedWebOct 27, 2026Dec 11, 2026$21,000$13,020
Catalogue redesignOn holdPrintAug 8, 2026Nov 6, 2026$6,200$3,844
Loyalty app landing pageDoneWebAug 13, 2026Sep 27, 2026$4,800$2,976

Tasks

12 sample rows · 6 columns

The work inside each project.

TaskStatusEstimate (hours)DueAssigneeProject
Moodboard and key visualIn progress12Oct 19, 2026Felix BrandvoldSeasonal menu campaign
Menu copy variationsTo do8Oct 22, 2026Amit RaghavanSeasonal menu campaign
Social asset resizingTo do6Oct 27, 2026Felix BrandvoldSeasonal menu campaign
Booking flow wireframesDone14Oct 2, 2026Felix BrandvoldClass booking site rebuild
Class schedule componentIn progress24Oct 23, 2026Soledad VargasClass booking site rebuild
Payment integration testTo do10Oct 31, 2026Soledad VargasClass booking site rebuild
Signage artwork proofsIn progress9Oct 18, 2026Felix BrandvoldBrand refresh and signage
Brand guideline PDFReview11Oct 19, 2026Amit RaghavanBrand refresh and signage
Discovery workshop prepTo do5Oct 28, 2026Nadine Okonkwo-ReyesHotel launch microsite
Print specs from printerTo do3Nov 11, 2026Amit RaghavanCatalogue redesign
Content migrationTo do15Oct 29, 2026Amit RaghavanClass booking site rebuild
Client sign-off callTo do2Oct 20, 2026Nadine Okonkwo-ReyesBrand refresh and signage

Team capacity

5 sample rows · 5 columns

Weekly hours each person can do against what is booked.

Week planPersonWeekly capacity (hours)Booked this week (hours)
Week plan: NadineNadine Okonkwo-Reyes3034
Week plan: FelixFelix Brandvold3641
Week plan: SoledadSoledad Vargas3632
Week plan: AmitAmit Raghavan3022
Week plan: BryonyBryony Castellane3218

Proposals

5 sample rows · 5 columns

Offers that are drafted, sent, won or lost.

ProposalStageValueSentClient
Launch microsite proposalSent$21,000Oct 13, 2026Orchard Lane Hotel
Member app discoveryDraft$9,500—Granite Peak Fitness
Autumn campaignWon$11,800Sep 21, 2026Lumen Optics
Spring catalogueLost$6,200Sep 7, 2026Kessler Hardware
Second location launch kitSent$8,400Oct 10, 2026Tidepool Coffee

Time log

8 sample rows · 5 columns

Hours logged against retainers.

Work doneDateHoursPersonRetainer
Weekly social postsOct 11, 20265Amit RaghavanSocial and email retainer
Email template updateOct 13, 20263.5Felix BrandvoldSocial and email retainer
Monthly reportOct 15, 20262Bryony CastellaneSocial and email retainer
Security and plugin updatesOct 8, 20262.5Soledad VargasWebsite care plan
Content editsOct 14, 20261.5Soledad VargasWebsite care plan
Campaign conceptingOct 9, 202612Nadine Okonkwo-ReyesQuarterly campaign retainer
Art directionOct 12, 202614Felix BrandvoldQuarterly campaign retainer
Copy draftsOct 14, 20269Amit RaghavanQuarterly campaign retainer

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