Manage retainer applications and active retainers. Send proposals to new clients, payment links to those who agreed, and monitor active retainers.
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Ready for a client to book their discovery call? Send them the Cal.com link now. Select from pending applicants or enter manually. New intake submissions will appear in the dropdown automatically.
Fill in what was agreed on the call. Claude will generate the email draft and send it to contact@svdonline.com, review and forward to the client.
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Project delivered? Send the client a delivery confirmation email with the final payment link. Moneybird invoice is created automatically once they pay.
Clients whose final payment has been received. Shows support period status per client.
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Not a fit, ghosted, or cancelled? Log them as discarded. They'll be saved to Supabase so there's always a record, but removed from the active flow.
Did someone come back after being discarded? Look them up by email and restore them to the active applicants pool. Then use the booking invite section above to re-engage them.