A customized operating system for growing creative studios and small teams
Creative Team OPS is a client-owned business operations implementation for established creative studios, boutique agencies, design firms, and growing creative teams that have outgrown disconnected spreadsheets, inboxes, forms, and project trackers.
Your system is configured around the way your studio actually handles leads, clients, projects, team responsibilities, files, vendors, approvals, and payments.
This is not an unlimited custom software-development package. It is a structured, professionally configured Creative OPS implementation with clearly defined workflows, supported integrations, team permissions, training, and handoff.
The finished system is deployed through accounts owned by your business, helping you maintain control of your data, hosting, and operating environment.
What is included
1. Operations discovery and workflow mapping
One 90-minute discovery session
Review of the studio's current tools and processes
Identification of workflow gaps and duplicated work
Written implementation map
Prioritized build plan
2. Client-owned Creative OPS implementation
Configuration for one business or studio, including:
Lead and inquiry management
Client relationship management
Project tracking
Task and milestone visibility
Client files and resource links
Vendor or collaborator records
Internal notes and activity tracking
Standard operating procedure library
Basic business activity reporting
The base implementation includes the following workflows:
Inquiry to consultation to booked client
Deposit received to project onboarding
Project kickoff to final delivery
Client approval and revision tracking
Vendor request to order completion
Commission inquiry to approval and payment
A workflow includes its associated stages, statuses, fields, assignments, and basic automation rules.
3. Up to three standard integrations
The client may select up to three supported integrations outside of the 3 already included.
Realistic options include:
Google Calendar
Gmail
Google Drive (Included)
Dropbox
OneDrive
Stripe (Included)
File & Image Scraping Engine (For pulling photos straight into the personalized mood boards) (Included)
All integrations are subject to account permissions, subscription level, technical compatibility, and the third-party provider's current connection options.
4. Includes all standard automations
Examples:
Create a lead after a form submission
Create a consultation event after booking
Create a client folder when a project begins
Update a project after a successful payment
Notify the team when a client submits a revision
Create a task when a project reaches a specific stage
Add a completed client to an email audience
A standard automation connects supported actions using existing connectors, documented webhooks, or established platform capabilities.
5. Limited data migration
Includes:
Import from up to two structured CSV or spreadsheet files
Up to 500 total records
Basic field mapping
Duplicate review before import
Import testing
The client is responsible for providing organized, readable, and legally obtained data.
6. Review and refinement
Two consolidated review rounds
Correction of configuration errors
Reasonable refinements within the approved scope
Pre-launch functionality review
A review round is one consolidated list of requested changes. It is not an unlimited series of individual revisions.
7. Training and handoff
One 90-minute live training session
Recorded training session when technically available
Administrator handoff guide
Basic workflow documentation
Account and access checklist
Launch-readiness checklist
8. Launch stabilization
Launch-related bugs identified during implementation or the launch review are corrected at no additional charge until resolved.
This applies to functions included in the approved project scope. It does not cover new features, changed business requirements, new integrations, third-party platform changes, or damage caused by unauthorized system modifications.
Delivery timeline
Approximately 21–30 business days
The implementation timeline begins on the confirmed project start date after:
The booking deposit is paid
The intake questionnaire is completed
Required client-owned accounts are available
Access permissions are provided
Existing files and data are submitted
The project scope is approved
Delays in client feedback, account access, data submission, or third-party approvals may extend the delivery date.
Defined Additions
Integration Expansion — $650
Includes up to 2 additional standard integrations, up to 3 supporting automations, configuration, testing, and documentation updates.
Workflow Expansion — $750
Includes 1 additional operational workflow, up to 6 stages or statuses, 1 supporting form, up to 3 automations, 1 related dashboard section, testing, and documentation.
Team Expansion — $500
Includes up to 5 additional internal users, up to 2 additional permission roles, role-based access configuration, 1 additional team dashboard, and 1 additional 60-minute training session.
Data Migration Expansion — Starting at $500
Includes up to 2 additional structured files, up to 1,000 additional records, field mapping, basic cleanup, duplicate review, testing, and final import.
Client Portal Expansion — Starting at $900
Includes 1 additional portal area, 1 defined user type, up to 3 portal views, 1 submission or request form, basic notifications, and access testing.
Commerce Workflow Expansion — Starting at $750
Includes 1 supported commerce platform, 1 defined commerce workflow, up to 4 automations, 1 order-management view, basic field mapping, and testing.
Documentation and Training Expansion — $400
Includes up to 3 additional written workflow guides or SOPs, 1 additional 90-minute training session, updated administrator documentation, and training for up to 5 additional team members.
Additional Review Phase — $350
Includes 1 consolidated review round, 1 review meeting of up to 60 minutes, and adjustments that remain within the approved project scope.
Advanced requirements, including custom API development, complex migrations, accounting integrations, inventory synchronization, multi-platform data syncing, and unsupported third-party systems, require a separate technical review and custom quote.
A customized operating system for growing creative studios and small teams
Creative Team OPS is a client-owned business operations implementation for established creative studios, boutique agencies, design firms, and growing creative teams that have outgrown disconnected spreadsheets, inboxes, forms, and project trackers.
Your system is configured around the way your studio actually handles leads, clients, projects, team responsibilities, files, vendors, approvals, and payments.
This is not an unlimited custom software-development package. It is a structured, professionally configured Creative OPS implementation with clearly defined workflows, supported integrations, team permissions, training, and handoff.
The finished system is deployed through accounts owned by your business, helping you maintain control of your data, hosting, and operating environment.
What is included
1. Operations discovery and workflow mapping
One 90-minute discovery session
Review of the studio's current tools and processes
Identification of workflow gaps and duplicated work
Written implementation map
Prioritized build plan
2. Client-owned Creative OPS implementation
Configuration for one business or studio, including:
Lead and inquiry management
Client relationship management
Project tracking
Task and milestone visibility
Client files and resource links
Vendor or collaborator records
Internal notes and activity tracking
Standard operating procedure library
Basic business activity reporting
The base implementation includes the following workflows:
Inquiry to consultation to booked client
Deposit received to project onboarding
Project kickoff to final delivery
Client approval and revision tracking
Vendor request to order completion
Commission inquiry to approval and payment
A workflow includes its associated stages, statuses, fields, assignments, and basic automation rules.
3. Up to three standard integrations
The client may select up to three supported integrations outside of the 3 already included.
Realistic options include:
Google Calendar
Gmail
Google Drive (Included)
Dropbox
OneDrive
Stripe (Included)
File & Image Scraping Engine (For pulling photos straight into the personalized mood boards) (Included)
All integrations are subject to account permissions, subscription level, technical compatibility, and the third-party provider's current connection options.
4. Includes all standard automations
Examples:
Create a lead after a form submission
Create a consultation event after booking
Create a client folder when a project begins
Update a project after a successful payment
Notify the team when a client submits a revision
Create a task when a project reaches a specific stage
Add a completed client to an email audience
A standard automation connects supported actions using existing connectors, documented webhooks, or established platform capabilities.
5. Limited data migration
Includes:
Import from up to two structured CSV or spreadsheet files
Up to 500 total records
Basic field mapping
Duplicate review before import
Import testing
The client is responsible for providing organized, readable, and legally obtained data.
6. Review and refinement
Two consolidated review rounds
Correction of configuration errors
Reasonable refinements within the approved scope
Pre-launch functionality review
A review round is one consolidated list of requested changes. It is not an unlimited series of individual revisions.
7. Training and handoff
One 90-minute live training session
Recorded training session when technically available
Administrator handoff guide
Basic workflow documentation
Account and access checklist
Launch-readiness checklist
8. Launch stabilization
Launch-related bugs identified during implementation or the launch review are corrected at no additional charge until resolved.
This applies to functions included in the approved project scope. It does not cover new features, changed business requirements, new integrations, third-party platform changes, or damage caused by unauthorized system modifications.
Delivery timeline
Approximately 21–30 business days
The implementation timeline begins on the confirmed project start date after:
The booking deposit is paid
The intake questionnaire is completed
Required client-owned accounts are available
Access permissions are provided
Existing files and data are submitted
The project scope is approved
Delays in client feedback, account access, data submission, or third-party approvals may extend the delivery date.
Defined Additions
Integration Expansion — $650
Includes up to 2 additional standard integrations, up to 3 supporting automations, configuration, testing, and documentation updates.
Workflow Expansion — $750
Includes 1 additional operational workflow, up to 6 stages or statuses, 1 supporting form, up to 3 automations, 1 related dashboard section, testing, and documentation.
Team Expansion — $500
Includes up to 5 additional internal users, up to 2 additional permission roles, role-based access configuration, 1 additional team dashboard, and 1 additional 60-minute training session.
Data Migration Expansion — Starting at $500
Includes up to 2 additional structured files, up to 1,000 additional records, field mapping, basic cleanup, duplicate review, testing, and final import.
Client Portal Expansion — Starting at $900
Includes 1 additional portal area, 1 defined user type, up to 3 portal views, 1 submission or request form, basic notifications, and access testing.
Commerce Workflow Expansion — Starting at $750
Includes 1 supported commerce platform, 1 defined commerce workflow, up to 4 automations, 1 order-management view, basic field mapping, and testing.
Documentation and Training Expansion — $400
Includes up to 3 additional written workflow guides or SOPs, 1 additional 90-minute training session, updated administrator documentation, and training for up to 5 additional team members.
Additional Review Phase — $350
Includes 1 consolidated review round, 1 review meeting of up to 60 minutes, and adjustments that remain within the approved project scope.
Advanced requirements, including custom API development, complex migrations, accounting integrations, inventory synchronization, multi-platform data syncing, and unsupported third-party systems, require a separate technical review and custom quote.