Process Step 1. A request is made

I created a Google Form that is a webpage. Clients make a written request from this website, starting a creative brief with required deadlines and scope.


Process Step 2. A record is created and stored

The request is kept on a Google sheet, accessible from anywhere. 




process step 3

A Zap is instantly triggered from the Google Sheet, sending the request to step 4.

Process step 4

A new request appears in the INCOMING list on the project Trello board.  Everyone on the team can see new requests as they come in. 



actual Management

Meet with stakeholders to agree on scope, requirements, company goals, budget, resources, vendors, modifications



Managing Projects with trello


managing workflow with Google Data Studio

measuring marketing