01 / Foundation - roots anchor data
Retainer capacity and utilization.
Retainer capacity and utilization. Built on Taskade Genesis so you clone a living system, not a static doc.
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Clone a proposal builder and tracker: AI-drafted scope and pricing, sent-to-signed pipeline, and automated follow-ups. Turn 6-hour proposals into 45 m…
Clone an automated client onboarding workflow: intake, kickoff checklist, document requests, and reminders that fire on signing. Onboard in 72 hours,…
Track retainer hours, team load, and budget burn in one Taskade Genesis app. Automated 80% alerts catch scope creep before it hits the invoice.
Clone a multi-channel campaign delivery planner: production board, publishing calendar, AI-drafted briefs, and review reminders. Ship client launches…
Clone a Taskade Genesis content production app: idea-to-published stages, AI-drafted outlines, and automatic reminders keep every piece on track.
Onboard agency staff consistently with a no-code Taskade Genesis app — automated steps, AI agent support, and multiple project views in one workspace.
