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Managing talent

Clients

On the web

Clients is who the company does deals with. A brand typed on a deal is added here on its own; agencies and people are added by hand. Open one for its deals, what it has paid, the people at it and the log.

Managing talent: clients

Not captured yet

This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.

talent-clients.png

Companies as cards, people as a list, follow-ups as a to-do.
  1. 1Open a profileEvery company and person opens into a page of their own: Email and Call at the top, when they were last spoken to, the next follow-up, their deals, the log, and the notes. Edit details changes the name, title, company, emails, phones and tags in place; Mark important flags the ones who matter.
  2. 2Log a touchOn the profile: Call, Email, Meeting or Note, one line on what happened, and a day to follow up if there is one.
  3. 3Follow upThe Follow-ups tab lists every open one, latest first, in red once it is late. The dashboard's Needs you shows the same count. Done clears it.
  4. 4Their peopleA person can belong to a company. From a creator's page, Their team picks from these people, so a manager or lawyer is one row in the book, not five.