For independent creativesFor independent creatives and small studios
From first inquiry to started project, in one place.
Creative O'S collects client intake, writes your project brief with AI, and gets the work moving.
New lead
NewMaya Okafor
Ceramics studio rebrand · $5k to $8k · 6 weeks
AI project brief
How it works
01
Capture the lead
A simple intake form your client fills out in about two minutes.
02
Generate the brief
AI turns their answers into a project brief you can edit.AI turns their answers into a project brief and strategy summary you can edit.
03
Start the project
Convert the lead, notify the client, and track the work.Convert the lead, notify the client, and track the work in one dashboard.
What's inside
Intake form
Name, email, company, project type, budget, timeline and goals on one page.Name, email, company, project type, budget, timeline and goals on one page. Every field is required, so you get the details you need before you reply, and clients get a clear confirmation when they submit.
AI project brief
A first-draft brief and strategy summary, ready to edit.A first-draft brief and strategy summary written from the client’s own answers. Edit it in your own words, then use it to shape the proposal and kick off the project.
Project dashboard
The brief, tasks with status, and notes.The brief, a task list with status, and notes in one place once a lead becomes a project. See what’s done and what’s next without digging through email threads.
Email notifications
New lead alert, intake confirmation, project started.Three fixed emails keep everyone in the loop: a new lead alert for you, an intake confirmation for the client, and a project started message when you convert the lead.