Agencies Workflows
Agencies Workflows is the cross-cutting lane: how delivery, account, and leadership teams use EShopSet when the work is not owned by a single app category—intake, status, documents, role-aware access, and portfolio-level habits.
It complements the five app categories above. Use the apps catalog for product depth, these pages for narrative, and pricing when packaging apps for clients.
Discovery intake to scoped plan
Capture discovery in one place and convert it into a scoped project plan with clear next steps and stakeholder visibility.
Sales-to-delivery handoff
Prevent context loss when a deal closes by tying stakeholders, requirements, and artifacts to the delivery project from day one.
Client requests before kickoff
Capture early client requests and questions without losing them across inboxes—then carry them into the project timeline.
Portal requests with triage
Let clients submit requests in a portal, route them to the right project, and keep status visible without back-and-forth.
Centralize client conversations
Keep client communication tied to the organization and project, so context is searchable and shared across the team.
Link support work to delivery
Prevent support work from becoming invisible by linking issues to tasks, runs, and artifacts in the active project.
Share documents with clients
Publish client-safe documents in the portal: requirements, timelines, and deliverables—without exposing internal notes.
Status updates with fewer meetings
Use consistent project updates, timelines, and portal views to reduce meeting load and repetitive reporting.
Per-store playbooks and assets
Attach store-specific playbooks, snippets, and artifacts so teams can execute quickly with the right context.
