Client management for creative teams

Run your studio.
Not your spreadsheets.

Workpost brings proposals, client management, projects, and billing into one place — so you can stop stitching tools together and start doing the work.

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⚲ app.workpost.app/proposals/marlow-coffee
Section blocks
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⋮⋮Cover
⋮⋮Introduction
⋮⋮Scope of work
⋮⋮Timeline
⋮⋮£Investment
⋮⋮§Terms
⋮⋮Accept
AI assist

Drafted your scope from the Marlow brief. Review the five workstreams below.

Fieldnote Studio
Proposal · 2026
Brand Identity
for Marlow Coffee Co.
Prepared for
Marlow Coffee
Investment
£16,000
Sound familiar?

You didn't start a studio to manage admin.

01
The proposal problem

Sent into the void.

You build a proposal in Canva, export a PDF, email it across — and have no idea if they even opened it. Then you chase it on Slack.

02
The client chaos

Every client, a different thread.

There's no single place to see what's agreed, what's been delivered, and what's still outstanding. It all lives in someone's inbox.

03
The billing black hole

What did we agree again?

By the time you send an invoice, you've lost track of what was scoped, what changed, and what you can actually charge for.

The proposal builder

A proposal your clients will actually open.

Most studios send proposals as PDFs. Workpost proposals are live, designed documents — with your branding, a structured scope, and a one-click accept button. Three visual themes. AI-assisted scoping. Sent in minutes.

When a client accepts, their project and portal are already set up. You don't have to do anything.

Fieldnote Studio●  Opened 2 days ago
Proposal · February 2026

Brand Identity System
for Marlow Coffee Co.

Prepared for
Hannah Marlow, Founder
Prepared by
Fieldnote Studio
Valid until
28 Feb 2026

The investment

Brand strategy & positioning workshop
Half-day session, audit & territory
£3,200
Logo & identity system
Primary mark, secondary marks, type & colour
£5,400
Brand guidelines
28-page usage document
£2,800
Packaging design — 3 SKUs
Retail bags, cans, gift box
£4,600
Total investment
£16,000
50% deposit on accept · Project & portal created automatically
AI drafts scope from your brief Live link — know when they open it One click accept → project created
Everything connects

One accepted proposal sets up everything else.

01 — Client portal

Give every client their own space.

When a proposal is accepted, the client portal is already there. Projects, files, messages, and invoices — one place your client can actually navigate.

How the portal works
marlow.workpost.app

Marlow Coffee Co.

Brand Identity System · Fieldnote Studio
On track
OverviewFilesMessagesInvoices
Milestones
Strategy workshop12 Feb
Identity concepts26 Feb
Guidelines draft14 Mar
Packaging delivery28 Mar
Recent activity
Fieldnote shared Concepts v22 hours ago
Hannah approved the type directionYesterday
Invoice #INV-0042 paid3 days ago
02 — Deal pipeline

Know exactly where every lead stands.

A simple pipeline built for how studios work. Not 47 custom stages — just a clear view of what's coming in, what's being scoped, and what's closed.

See the pipeline
app.workpost.app/deals
New2
£24,500
Otto Bicycles
£12,000 · Launch campaign
JF2d
Kiln Ceramics
£12,500 · Web design
JF4d
Qualifying1
£18,500
Greenhouse Botanics
£18,500 · Rebrand
JF6d
Proposal1
£24,000
Halcyon Hotels
£24,000 · Website redesign
JF1d
Won1
£16,000
Marlow Coffee
£16,000 · Brand identity
Acceptedjust now
03 — Projects & tasks

Every project starts from what was agreed.

Scope from the accepted proposal becomes your project brief. Track deliverables, manage tasks, and keep everything connected to the client it belongs to.

Explore projects
app.workpost.app/projects/marlow-identity

Marlow Coffee — Brand Identity

From accepted proposal · Due 28 Mar 2026
In progress
8 of 13 tasks done62%
Strategy workshop & auditJF12 Feb
Moodboards & territoryAS19 Feb
Guidelines — typography sectionJF14 Mar
Packaging — retail bag dielinesRP22 Mar
Final handoff & asset exportAS28 Mar
Client
CompanyMarlow Coffee
ContactHannah M.
Budget
Scoped£16,000
Logged£9,920
Margin38%
Team
LeadJess F.
DesignAna S.
04 — Invoicing

Invoice from the work, not from memory.

Generate invoices directly from your project scope and tracked time. No copy-pasting between tools. No "what did we agree again?"

See billing
app.workpost.app/invoices/INV-0043

72 Mare Street, London E8
studio@fieldnote.co

Invoice
#INV-0043
Billed to
Marlow Coffee Co.
Issued
14 Mar 2026
Due
28 Mar 2026
DescriptionQtyAmount
Logo & identity systemFrom accepted scope1£5,400
Brand guidelines28-page document1£2,800
Additional studio time4.5 hrs @ £1204.5£540
Subtotal£8,740
VAT (20%)£1,748
Total due£10,488
[ photo · Ollie Darby ]
Built by someone who's been in your shoes
"Client work always ran on Slack threads and spreadsheets. Everyone knew it was broken. Nobody had time to fix it. I built Workpost to fix it — and I'm building it alongside the studios who use it."
Ollie Darby
Founder, Workpost · Previously founder of Tradible (acq. 2026)

Your studio, finally under control.

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