🎨 154 tasks available

154 Purpose-Built Tools
for Graphic designerss

Every task is engineered for one specific workflow — not a generic prompt, a purpose-built template.

Client Proposals & Contracts

17 tasks

Audit contract compliance

Ensure all contracted deliverables are met

Collect client contract approvals

Obtain signatures or digital agreements

Create a project scope document

Detail project objectives, timeline, milestones, and success metrics

Create formal change orders

Document and obtain approval for scope changes

Create project-specific ndas

Draft and execute non-disclosure agreements for sensitive work

Customize proposal for each client

Tailor the proposal to the client's needs and industry

Maintain client contract library

Organize and version-control all active contracts

Manage client retainer agreements

Set up and administer recurring payments and work orders

Offboard client upon contract end

Transition work, return assets, and archive materials

Prepare a design services contract

Outline terms, ownership, revisions, and IP rights

Renew or update client contracts

Review and revise contracts upon expiration or change

Resolve contract disputes

Mediate and negotiate when issues arise

Review and negotiate client contract

Ensure fair terms and client acceptance

Send proposal follow-up communication

Check in on proposal status and next steps

Terminate client contracts

Provide proper notice and finalize outstanding items

Track contract milestones

Monitor timelines and communicate status updates

Write a design proposal

Draft a professional project proposal outlining scope, deliverables, and pricing

Project Briefing & Scoping

16 tasks

Analyze potential project risks

Identify and mitigate threats to success

Assign tasks to project team

Delegate responsibilities based on skills and availability

Build a project task list

Outline all the work to be completed

Create a project roadmap

Visualize the timeline, dependencies, and deliverables

Define project phases and milestones

Break down the work into manageable stages

Develop a detailed project brief

Synthesize client goals, scope, deliverables, and timeline

Document client-provided assets

Catalog all source files, specs, and reference materials

Estimate project resource needs

Budget staffing, tools, and other costs

Facilitate project kickoff meeting

Introduce the team, review plans, and set expectations

Kick off new client project

Host an intro meeting, set expectations, and gather requirements

Maintain a project status dashboard

Track progress, blockers, and risks in one place

Obtain client approval on project plan

Review and sign off on the final scope

Onboard new team members

Ensure everyone has access and context

Publish a project communication plan

Detail how updates will flow to stakeholders

Set project management cadence

Schedule check-ins, milestones, and status updates

Set up project collaboration tools

Implement file sharing, task boards, and messaging

Revision & Feedback Management

16 tasks

Archive previous design versions

Store work history and reference past iterations

Communicate revision status updates

Keep clients informed of progress and timing

Conduct client design review meetings

Walk through work, gather input, and set next steps

Conduct post-project retrospectives

Capture lessons learned to improve future work

Create a feedback tracking system

Log all input, assign ownership, and monitor resolution

Create project documentation guides

Explain processes, tools, and standards for the team

Develop project quality checklists

Ensure consistency and attention to detail

Establish client feedback process

Define how and when feedback will be provided

Establish creative style guidelines

Define branding, design, and formatting rules

Facilitate design critique sessions

Lead productive discussions and document learnings

Maintain a single source of truth

Ensure all team members work from the latest files

Manage client revision requests

Prioritize, scope, and implement change orders

Manage overlapping client feedback

Reconcile conflicting input and priorities

Obtain client signoff on revisions

Confirm satisfaction before proceeding

Prioritize and sequence revisions

Optimize the order to maximize efficiency

Version control design deliverables

Track changes, revert when needed, and roll back

Client Communications

20 tasks

Conduct client onboarding sessions

Introduce the team, review processes, and set expectations

Conduct client satisfaction surveys

Gather feedback to improve future engagements

Craft client-facing project status reports

Communicate progress, risks, and next actions

Create client communication templates

Streamline emails, status reports, and other touchpoints

Create client-ready design rationale

Document the thinking behind design choices

Develop a client newsletter program

Regularly share project updates and thought leadership

Document client-specific preferences

Capture unique needs, pain points, and communication styles

Facilitate design presentation walkthroughs

Explain concepts, rationale, and implementation details

Lead client presentation deliveries

Walk through work, gather feedback, and set next steps

Maintain a client contact database

Store client details, history, and relationship context

Maintain client contact information

Keep records of all stakeholder details up-to-date

Manage client point-of-contact changes

Update team on new stakeholders and their roles

Plan and host client working sessions

Collaborate on ideation, refinement, and approvals

Prepare client presentation materials

Design decks, mockups, and progress reports

Prepare for client audit or review meetings

Gather supporting materials and anticipate questions

Resolve client communication breakdowns

De-escalate tensions and find mutually-agreeable solutions

Respond to ad-hoc client inquiries

Answer questions, provide status updates, and unblock issues

Schedule client check-in meetings

Coordinate recurring status updates

Write client case studies and testimonials

Showcase successful projects and their impact

Write client-facing emails and messages

Convey information clearly and professionally

Invoice & Payment Administration

20 tasks

Approve and submit vendor invoices

Ensure accurate and timely payment to suppliers

Create project budget and pricing

Calculate fair rates and expected costs

File client 1099 tax documentation

Comply with tax reporting requirements

Forecast and plan project cash flow

Anticipate incoming and outgoing funds

Handle client payment disputes

Investigate issues and find mutually-agreeable resolutions

Maintain accounting software and tools

Implement and administer financial systems

Maintain a client billing history

Document all invoices, payments, and credits

Manage client purchase orders

Review, approve, and match to invoices

Manage client retainer replenishments

Ensure ongoing work is properly funded

Negotiate client payment terms

Agree on invoicing schedules and grace periods

Process client payment receipts

Record, reconcile, and deposit funds

Process client retainer replenishments

Manage funds available for ongoing work

Provide client-facing expense reports

Transparently account for all project costs

Provide client financial reports

Share budget vs. actual data and project profitability

Reconcile project expenses and margins

Analyze profitability and adjust future pricing

Review and audit client billing data

Identify errors, anomalies, and opportunities

Send client invoices on schedule

Bill according to contract terms and timelines

Set up recurring client payment methods

Streamline invoice collection and cash flow

Track client invoice payments

Monitor outstanding balances and follow up on late payments

Train team on billing best practices

Ensure consistent, compliant financial processes

Creative Brief Development

20 tasks

Analyze creative brief effectiveness

Assess whether objectives were achieved

Archive creative briefs for future reference

Build a library of past work to inform new projects

Communicate creative brief to project team

Ensure everyone understands goals and parameters

Conduct competitor/industry research

Identify relevant benchmarks and trends

Create a detailed creative brief

Document design challenges and opportunities

Define target audience and personas

Understand users' needs, pain points, and behaviors

Develop brand style guides and patterns

Codify visual identity, writing tone, UI elements, etc.

Distill client's brand positioning

Articulate personality, values, and unique selling points

Establish creative direction and style

Capture visual, tonal, and experiential guidelines

Facilitate client creative kickoff

Align on objectives, audience, and success metrics

Incorporate client feedback on creative brief

Refine and finalize the guiding document

Maintain creative brief version control

Document changes and rationale over time

Map the customer journey and touchpoints

Identify all brand interactions and pain points

Pitch creative brief to clients and stakeholders

Secure buy-in and approval for the plan

Prioritize creative brief requirements

Focus the work on highest-impact elements

Review creative brief with key stakeholders

Socialize, gather feedback, and finalize

Revisit and update creative brief

Adapt to evolving client needs or market dynamics

Train new team members on creative brief

Onboard designers, copywriters, and developers

Translate creative brief to project plan

Break down requirements into deliverables and tasks

Use creative brief to drive design qa

Evaluate work against stated objectives

Project Closeout & Delivery

20 tasks

Archive project documentation and assets

Store all relevant materials for future reference

Archive project for future reference

Store all materials in an organized, accessible way

Conduct a final client walkthrough

Review completed work and gather final feedback

Create a project closeout report

Summarize outcomes, challenges, and recommendations

Debrief with client on project experience

Gather feedback to enhance future engagements

Document and apply lessons learned

Update processes, tools, and training for the future

Facilitate knowledge transfer to client

Ensure they have necessary information to maintain work

Gather project team feedback

Identify what went well and opportunities to improve

Hold a project retrospective meeting

Analyze successes, challenges, and lessons learned

Maintain a client project history

Document key milestones, decisions, and outcomes

Manage client revisions after delivery

Address any remaining issues or change requests

Obtain client signoff on deliverables

Confirm satisfaction and acceptance of the project

Package and deliver final files

Organize, compress, and hand off design assets

Process final client invoice and payment

Ensure all work is accounted for and compensated

Reflect on personal/team performance

Identify areas for professional development

Schedule a post-project check-in

Follow up on client satisfaction and next steps

Transfer project assets to client systems

Ensure they can maintain and build upon the work

Transition client to post-project support

Outline ongoing services, maintenance, or next steps

Update client contact information

Note any personnel or role changes

Update internal project metrics

Track profitability, utilization, and other KPIs

Business Development

25 tasks

Analyze and report on sales metrics

Track KPIs like win rate, deal size, and conversion

Analyze marketing and sales effectiveness

Track metrics, iterate tactics, and optimize ROI

Attend industry events and conferences

Network, promote the business, and seek new leads

Build a professional services catalog

Define and price standardized product offerings

Conduct market and competitor research

Understand the industry landscape and opportunities

Craft client-facing sales proposals

Pitch services, experience, and unique value

Create branded marketing materials

Design websites, presentations, brochures, etc.

Create case studies and client testimonials

Document successful projects and their impact

Cultivate strategic industry partnerships

Identify potential referrers, collaborators, and allies

Develop a client referral program

Incentivize happy customers to recommend services

Develop a marketing/sales strategy

Identify target verticals, channels, and tactics

Establish strategic partnerships

Identify potential collaborators and joint ventures

Follow up on lost sales opportunities

Understand reasons and identify improvements

Maintain a crm for sales pipeline

Track leads, opportunities, and forecasting

Maintain a marketing and sales calendar

Plan campaigns, events, content, and other initiatives

Manage client prospecting and outreach

Initiate contact, qualify leads, and progress opportunities

Manage the company's social media

Engage with the industry and build brand awareness

Manage the company website and content

Publish thought leadership, portfolios, and service offerings

Publish thought leadership content

Write articles, guides, and white papers

Qualify and nurture new sales leads

Assess fit, build rapport, and move towards close

Research and pitch to target accounts

Identify high-potential clients and customize proposals

Respond to client requests for information

Provide detailed overviews of services and expertise

Respond to client rfps and rfqs

Tailor proposals to specific project requirements

Schedule and lead sales presentations

Showcase capabilities and secure new business

Train and onboard new sales team

Ensure consistent messaging and best practices

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