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Agency OS

Harbourlight Creative · Agency operations · Providence, RI

Nadine Okonkwo-Reyes runs a small agency and uses this to see retainer hours used, who is overbooked, which proposals are out and which projects are slipping.

Any businessProjectsLinked tables8 tables · 22 views · 1 form · 4 row actions · 1 agent
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Clients by status

Clients
Lead1
Orchard Lane HotelHospitalityhello@orchardlanehotel.net
Active3
Tidepool CoffeeRetailhello@tidepoolcoffee.net
Granite Peak FitnessFitnesshello@granitepeakfit.net
Lumen OpticsHealthcarehello@lumenoptics.net
Paused1
Kessler HardwareRetailhello@kessler-hardware.net
Past0

Tables

Clients

5 sample rows · 13 columns

The businesses the agency serves.

ClientStatusIndustryEmailClient sinceAccount leadSend email
Tidepool CoffeeActiveRetailhello@tidepoolcoffee.netMay 11, 2026Bryony Castellane—
Granite Peak FitnessActiveFitnesshello@granitepeakfit.netDec 2, 2025Nadine Okonkwo-Reyes—
Lumen OpticsActiveHealthcarehello@lumenoptics.netJun 25, 2025Bryony Castellane—
Kessler HardwarePausedRetailhello@kessler-hardware.netJan 16, 2025Nadine Okonkwo-Reyes—
Orchard Lane HotelLeadHospitalityhello@orchardlanehotel.netAug 9, 2024Bryony Castellane—

Retainers

3 sample rows · 12 columns

Monthly agreements with hours included.

RetainerMonthly fee (USD)Hours included per monthRenews onClientLast updated
Social and email retainer$3,20040Nov 6, 2026Tidepool Coffee—
Website care plan$1,40015Oct 26, 2026Granite Peak Fitness—
Quarterly campaign retainer$5,20060Dec 1, 2026Lumen Optics—

Projects

6 sample rows · 18 columns

Fixed-scope jobs outside retainers.

ProjectStatusKindStartDueBudget (USD)Estimated cost (USD)
Seasonal menu campaignIn progressCampaignOct 6, 2026Nov 2, 2026$7,400$4,588
Class booking site rebuildIn progressWebSep 18, 2026Nov 9, 2026$16,800$10,416
Brand refresh and signageReviewBrandAug 29, 2026Oct 21, 2026$12,400$7,688
Hotel launch micrositeProposedWebOct 28, 2026Dec 12, 2026$21,000$13,020
Catalogue redesignOn holdPrintAug 9, 2026Nov 7, 2026$6,200$3,844
Loyalty app landing pageDoneWebAug 14, 2026Sep 28, 2026$4,800$2,976

Tasks

12 sample rows · 9 columns

The work inside each project.

TaskStatusEstimate (hours)DueAssigneeProjectMark done
Moodboard and key visualIn progress12Oct 20, 2026Felix BrandvoldSeasonal menu campaign—
Menu copy variationsTo do8Oct 23, 2026Amit RaghavanSeasonal menu campaign—
Social asset resizingTo do6Oct 28, 2026Felix BrandvoldSeasonal menu campaign—
Booking flow wireframesDone14Oct 3, 2026Felix BrandvoldClass booking site rebuild—
Class schedule componentIn progress24Oct 24, 2026Soledad VargasClass booking site rebuild—
Payment integration testTo do10Nov 1, 2026Soledad VargasClass booking site rebuild—
Signage artwork proofsIn progress9Oct 17, 2026Felix BrandvoldBrand refresh and signage—
Brand guideline PDFReview11Oct 20, 2026Amit RaghavanBrand refresh and signage—
Discovery workshop prepTo do5Oct 29, 2026Nadine Okonkwo-ReyesHotel launch microsite—
Print specs from printerTo do3Nov 12, 2026Amit RaghavanCatalogue redesign—
Content migrationTo do15Oct 30, 2026Amit RaghavanClass booking site rebuild—
Client sign-off callTo do2Oct 21, 2026Nadine Okonkwo-ReyesBrand refresh and signage—

Team capacity

5 sample rows · 8 columns

Weekly hours each person can do against what is booked.

Week planPersonWeekly capacity (hours)Booked this week (hours)Last updated
Week plan: NadineNadine Okonkwo-Reyes3034—
Week plan: FelixFelix Brandvold3641—
Week plan: SoledadSoledad Vargas3632—
Week plan: AmitAmit Raghavan3022—
Week plan: BryonyBryony Castellane3218—

Proposals

5 sample rows · 9 columns

Offers that are drafted, sent, won or lost.

ProposalStageValue (USD)SentClientMark wonMark lost
Launch microsite proposalSent$21,000Oct 14, 2026Orchard Lane Hotel——
Member app discoveryDraft$9,500—Granite Peak Fitness——
Autumn campaignWon$11,800Sep 22, 2026Lumen Optics——
Spring catalogueLost$6,200Sep 8, 2026Kessler Hardware——
Second location launch kitSent$8,400Oct 11, 2026Tidepool Coffee——

Time log

8 sample rows · 6 columns

Hours logged against retainers.

Work doneDateHoursPersonRetainerLogged
Weekly social postsOct 12, 20265Amit RaghavanSocial and email retainer—
Email template updateOct 14, 20263.5Felix BrandvoldSocial and email retainer—
Monthly reportOct 18, 20262Bryony CastellaneSocial and email retainer—
Security and plugin updatesOct 9, 20262.5Soledad VargasWebsite care plan—
Content editsOct 15, 20261.5Soledad VargasWebsite care plan—
Campaign conceptingOct 10, 202612Nadine Okonkwo-ReyesQuarterly campaign retainer—
Art directionOct 13, 202614Felix BrandvoldQuarterly campaign retainer—
Copy draftsOct 15, 20269Amit RaghavanQuarterly campaign retainer—

Also included

  • Mark doneRow action
  • Mark doneRow action
  • Mark wonRow action
  • Mark lostRow action

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