For personal-brand coaches
Brand work and client work, split on purpose
The problem
What gets in the way
Brand tasks and client tasks share a single notes dump. A launch list buries a client follow-up. You cannot show a client a board without also showing them your next offer draft.
What changes
After you start using it
- 01
A project for brand and launches, separate from each client project
- 02
A board you can open with a client without exposing brand drafts
- 03
Invoices for paying clients when you choose to bill from the workspace
Workflow
Keep the two streams apart
- 01
Create a Brand or Studio project for offers, outlines, and launch tasks.
- 02
Create a project per client or cohort. That board is what you can share with a guest.
- 03
Bill from the workspace only for people who are customers—not for every contact in your audience.
Write the proposal
Prep kickoff notes
Review comments on the draft
HighSend the invoice
Publish the homepage
What you use
Capabilities in this job
- 01
Workspaces, projects, and boards
A workspace is the boundary for members and projects. A project holds statuses and tasks. The board is the live kanban view: columns are statuses, cards are tasks. Opening a task uses the inspector so you stay on the board.
- 02
Board, list, timeline, and calendar
Switch the project view without copying the work into another tool. List, timeline, and calendar show the same tasks as the board.
- 03
Customers and invoices
Create customers, issue invoices, and collect payment through that workspace’s Stripe, PayPal, Wise, or bank details. Those connections belong to the workspace. They are not a Planeward subscription.
Questions