Deals

Deals is a board: Inbound, Qualifying, Negotiating, Contracted, In production, Delivered, Invoiced and Paid. Drag a card between columns. Drag it to Lost and say why; the reason is kept.

1. 1New dealA name, the brand, the value, the stage and who is on it. A brand typed that is not in the book becomes a company in the book, so the deal, the invoice and the client's page all say the same name.
2. 2DeliverablesEach post, reel, story or video the brand is buying, with its platform, who makes it and the date. The dashboard and the creator's own pipeline read from this list.
3. 3TermsValue, commission, usage rights, exclusivity window, whitelisting, paid usage and the dates. The invoice reads from here.
4. 4Files and notesThe signed contract and the brief live on the deal. Every stage change and value change is written into the log on its own; add notes for what the brand said.