How work moves

Every stage below comes from an SOP already written down, and links to it. Pick a role to see only the stages that are yours — and where the work in front of you is actually sitting.

Everyone Account Manager Creative Strategist Delivery Media Buyer Founder Tech

Take on a new client

Signed to producible. Nothing downstream can run until the record exists and the money is in.

1Account Manager
Onboarding form
Business, brand, goals, KPI, audience, budget
SOP
2Account Manager
Meta & Google access
Admin on their Business Manager
SOP
3Account Manager
Assets into the shared Drive
Logo, guidelines, fonts, photography
SOP
4Founder
Invoice & contract
100% upfront, before any work begins
SOP
5Account Manager
Create the client record
The spine everything else hangs off
Do it →No SOP yet

Make creative

The chain from what a client said to an ad that can be attributed back to the idea behind it.

1Creative Strategist
Ingest their content
Raw transcripts and source material on the record
Do it →SOP
2Creative Strategist1723
Facts extracted
Claims, drafted — not yet usable
Do it →SOP
3Creative Strategist197
Work the deconflict queue
Contradictions and scope changes resolved at the source
Do it →SOP
4Creative Strategist42
Promote facts to angle material
The only facts an angle is allowed to be built from
Do it →SOP
5Creative Strategist84
Draft angles
An argument, with its hook and funnel stage
Do it →SOP
6Founder32
Approve the angle
An angle code — the thing an ad name points back at
Do it →SOP
7Delivery
Generate statics
Creative, on-strategy by construction
Do it →SOP
8Delivery
Name it under the convention
Lineage — results resolve back to the idea on import
SOP

Report to a client

The thing that decides renewal. Accuracy first — a number nobody can defend costs more than a missing one.

1Account Manager
Check the month is comparable
Per-day comparison when the month is incomplete
SOP
2Account Manager
Reconcile the numbers
A stated gap, or none
SOP
3Account Manager
Draft the report
Outcome, what carried, what to make next
SOP
4Founder
Founder review
Sign-off on anything a client could dispute
No SOP yet
5Account Manager
Send it
The client knows where they stand
No SOP yet

An amber arrow is a handoff — the work changes hands there. Those are where things get dropped, far more often than inside any one person’s steps, so the map draws them louder than everything else.