18d • 🧰 Tools & Tips 🧰
A delivery setup you can copy for every new client
Client #4 signs, and suddenly client #1 hasn’t had a new creative in 3 weeks. Sound familiar?
I saw a few people in the intro thread wanting a delivery system they can copy-paste to new clients, so I put one together (screenshot below, free or like $10/m):
- One onboarding form (Google Forms or Tally): logins, offer, brand colors, best reviews, service area.
- An automation turns each new form into a client folder with the same subfolders: Brand, Raw footage, In editing, Approved, Live ads. I use n8n for this (second screenshot), but Make or Zapier work just as well.
- Every client follows the same 8 steps: form → folders → brief → film list → creatives → launch → week 1 check → week 2 refresh.
- One board with a checkbox per step. It shows each client’s progress and fills in their next step automatically.
- Every Friday, look at the board and you know exactly who’s stuck and where.
New client? Add a row. Same steps, nothing forgotten, even when you’re juggling 6 at once.
If anything is unclear, let me know. Hope this helps 🙏
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A delivery setup you can copy for every new client
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