Task Library — 154 Purpose-Built Graphic designers Tools

Client Proposals & Contracts

17 tasks

Audit contract compliance

Ensure all contracted deliverables are met

💬 Just say: “audit contract compliance”

Collect client contract approvals

Obtain signatures or digital agreements

💬 Just say: “collect client contract approvals”

Create a project scope document

Detail project objectives, timeline, milestones, and success metrics

💬 Just say: “create a project scope document”

Create formal change orders

Document and obtain approval for scope changes

💬 Just say: “create formal change orders”

Create project-specific ndas

Draft and execute non-disclosure agreements for sensitive work

💬 Just say: “create project-specific ndas”

Customize proposal for each client

Tailor the proposal to the client's needs and industry

💬 Just say: “customize proposal for each client”

Maintain client contract library

Organize and version-control all active contracts

💬 Just say: “maintain client contract library”

Manage client retainer agreements

Set up and administer recurring payments and work orders

💬 Just say: “manage client retainer agreements”

Offboard client upon contract end

Transition work, return assets, and archive materials

💬 Just say: “offboard client upon contract end”

Prepare a design services contract

Outline terms, ownership, revisions, and IP rights

💬 Just say: “prepare a design services contract”

Renew or update client contracts

Review and revise contracts upon expiration or change

💬 Just say: “renew or update client contracts”

Resolve contract disputes

Mediate and negotiate when issues arise

💬 Just say: “resolve contract disputes”

Review and negotiate client contract

Ensure fair terms and client acceptance

💬 Just say: “review and negotiate client contract”

Send proposal follow-up communication

Check in on proposal status and next steps

💬 Just say: “send proposal follow-up communication”

Terminate client contracts

Provide proper notice and finalize outstanding items

💬 Just say: “terminate client contracts”

Track contract milestones

Monitor timelines and communicate status updates

💬 Just say: “track contract milestones”

Write a design proposal

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

💬 Just say: “write a design proposal”

Project Briefing & Scoping

16 tasks

Analyze potential project risks

Identify and mitigate threats to success

💬 Just say: “analyze potential project risks”

Assign tasks to project team

Delegate responsibilities based on skills and availability

💬 Just say: “assign tasks to project team”

Build a project task list

Outline all the work to be completed

💬 Just say: “build a project task list”

Create a project roadmap

Visualize the timeline, dependencies, and deliverables

💬 Just say: “create a project roadmap”

Define project phases and milestones

Break down the work into manageable stages

💬 Just say: “define project phases and milestones”

Develop a detailed project brief

Synthesize client goals, scope, deliverables, and timeline

💬 Just say: “develop a detailed project brief”

Document client-provided assets

Catalog all source files, specs, and reference materials

💬 Just say: “document client-provided assets”

Estimate project resource needs

Budget staffing, tools, and other costs

💬 Just say: “estimate project resource needs”

Facilitate project kickoff meeting

Introduce the team, review plans, and set expectations

💬 Just say: “facilitate project kickoff meeting”

Kick off new client project

Host an intro meeting, set expectations, and gather requirements

💬 Just say: “kick off new client project”

Maintain a project status dashboard

Track progress, blockers, and risks in one place

💬 Just say: “maintain a project status dashboard”

Obtain client approval on project plan

Review and sign off on the final scope

💬 Just say: “obtain client approval on project plan”

Onboard new team members

Ensure everyone has access and context

💬 Just say: “onboard new team members”

Publish a project communication plan

Detail how updates will flow to stakeholders

💬 Just say: “publish a project communication plan”

Set project management cadence

Schedule check-ins, milestones, and status updates

💬 Just say: “set project management cadence”

Set up project collaboration tools

Implement file sharing, task boards, and messaging

💬 Just say: “set up project collaboration tools”

Revision & Feedback Management

16 tasks

Archive previous design versions

Store work history and reference past iterations

💬 Just say: “archive previous design versions”

Communicate revision status updates

Keep clients informed of progress and timing

💬 Just say: “communicate revision status updates”

Conduct client design review meetings

Walk through work, gather input, and set next steps

💬 Just say: “conduct client design review meetings”

Conduct post-project retrospectives

Capture lessons learned to improve future work

💬 Just say: “conduct post-project retrospectives”

Create a feedback tracking system

Log all input, assign ownership, and monitor resolution

💬 Just say: “create a feedback tracking system”

Create project documentation guides

Explain processes, tools, and standards for the team

💬 Just say: “create project documentation guides”

Develop project quality checklists

Ensure consistency and attention to detail

💬 Just say: “develop project quality checklists”

Establish client feedback process

Define how and when feedback will be provided

💬 Just say: “establish client feedback process”

Establish creative style guidelines

Define branding, design, and formatting rules

💬 Just say: “establish creative style guidelines”

Facilitate design critique sessions

Lead productive discussions and document learnings

💬 Just say: “facilitate design critique sessions”

Maintain a single source of truth

Ensure all team members work from the latest files

💬 Just say: “maintain a single source of truth”

Manage client revision requests

Prioritize, scope, and implement change orders

💬 Just say: “manage client revision requests”

Manage overlapping client feedback

Reconcile conflicting input and priorities

💬 Just say: “manage overlapping client feedback”

Obtain client signoff on revisions

Confirm satisfaction before proceeding

💬 Just say: “obtain client signoff on revisions”

Prioritize and sequence revisions

Optimize the order to maximize efficiency

💬 Just say: “prioritize and sequence revisions”

Version control design deliverables

Track changes, revert when needed, and roll back

💬 Just say: “version control design deliverables”

Client Communications

20 tasks

Conduct client onboarding sessions

Introduce the team, review processes, and set expectations

💬 Just say: “conduct client onboarding sessions”

Conduct client satisfaction surveys

Gather feedback to improve future engagements

💬 Just say: “conduct client satisfaction surveys”

Craft client-facing project status reports

Communicate progress, risks, and next actions

💬 Just say: “craft client-facing project status reports”

Create client communication templates

Streamline emails, status reports, and other touchpoints

💬 Just say: “create client communication templates”

Create client-ready design rationale

Document the thinking behind design choices

💬 Just say: “create client-ready design rationale”

Develop a client newsletter program

Regularly share project updates and thought leadership

💬 Just say: “develop a client newsletter program”

Document client-specific preferences

Capture unique needs, pain points, and communication styles

💬 Just say: “document client-specific preferences”

Facilitate design presentation walkthroughs

Explain concepts, rationale, and implementation details

💬 Just say: “facilitate design presentation walkthroughs”

Lead client presentation deliveries

Walk through work, gather feedback, and set next steps

💬 Just say: “lead client presentation deliveries”

Maintain a client contact database

Store client details, history, and relationship context

💬 Just say: “maintain a client contact database”

Maintain client contact information

Keep records of all stakeholder details up-to-date

💬 Just say: “maintain client contact information”

Manage client point-of-contact changes

Update team on new stakeholders and their roles

💬 Just say: “manage client point-of-contact changes”

Plan and host client working sessions

Collaborate on ideation, refinement, and approvals

💬 Just say: “plan and host client working sessions”

Prepare client presentation materials

Design decks, mockups, and progress reports

💬 Just say: “prepare client presentation materials”

Prepare for client audit or review meetings

Gather supporting materials and anticipate questions

💬 Just say: “prepare for client audit or review meetings”

Resolve client communication breakdowns

De-escalate tensions and find mutually-agreeable solutions

💬 Just say: “resolve client communication breakdowns”

Respond to ad-hoc client inquiries

Answer questions, provide status updates, and unblock issues

💬 Just say: “respond to ad-hoc client inquiries”

Schedule client check-in meetings

Coordinate recurring status updates

💬 Just say: “schedule client check-in meetings”

Write client case studies and testimonials

Showcase successful projects and their impact

💬 Just say: “write client case studies and testimonials”

Write client-facing emails and messages

Convey information clearly and professionally

💬 Just say: “write client-facing emails and messages”

Invoice & Payment Administration

20 tasks

Approve and submit vendor invoices

Ensure accurate and timely payment to suppliers

💬 Just say: “approve and submit vendor invoices”

Create project budget and pricing

Calculate fair rates and expected costs

💬 Just say: “create project budget and pricing”

File client 1099 tax documentation

Comply with tax reporting requirements

💬 Just say: “file client 1099 tax documentation”

Forecast and plan project cash flow

Anticipate incoming and outgoing funds

💬 Just say: “forecast and plan project cash flow”

Handle client payment disputes

Investigate issues and find mutually-agreeable resolutions

💬 Just say: “handle client payment disputes”

Maintain accounting software and tools

Implement and administer financial systems

💬 Just say: “maintain accounting software and tools”

Maintain a client billing history

Document all invoices, payments, and credits

💬 Just say: “maintain a client billing history”

Manage client purchase orders

Review, approve, and match to invoices

💬 Just say: “manage client purchase orders”

Manage client retainer replenishments

Ensure ongoing work is properly funded

💬 Just say: “manage client retainer replenishments”

Negotiate client payment terms

Agree on invoicing schedules and grace periods

💬 Just say: “negotiate client payment terms”

Process client payment receipts

Record, reconcile, and deposit funds

💬 Just say: “process client payment receipts”

Process client retainer replenishments

Manage funds available for ongoing work

💬 Just say: “process client retainer replenishments”

Provide client-facing expense reports

Transparently account for all project costs

💬 Just say: “provide client-facing expense reports”

Provide client financial reports

Share budget vs. actual data and project profitability

💬 Just say: “provide client financial reports”

Reconcile project expenses and margins

Analyze profitability and adjust future pricing

💬 Just say: “reconcile project expenses and margins”

Review and audit client billing data

Identify errors, anomalies, and opportunities

💬 Just say: “review and audit client billing data”

Send client invoices on schedule

Bill according to contract terms and timelines

💬 Just say: “send client invoices on schedule”

Set up recurring client payment methods

Streamline invoice collection and cash flow

💬 Just say: “set up recurring client payment methods”

Track client invoice payments

Monitor outstanding balances and follow up on late payments

💬 Just say: “track client invoice payments”

Train team on billing best practices

Ensure consistent, compliant financial processes

💬 Just say: “train team on billing best practices”

Creative Brief Development

20 tasks

Analyze creative brief effectiveness

Assess whether objectives were achieved

💬 Just say: “analyze creative brief effectiveness”

Archive creative briefs for future reference

Build a library of past work to inform new projects

💬 Just say: “archive creative briefs for future reference”

Communicate creative brief to project team

Ensure everyone understands goals and parameters

💬 Just say: “communicate creative brief to project team”

Conduct competitor/industry research

Identify relevant benchmarks and trends

💬 Just say: “conduct competitor/industry research”

Create a detailed creative brief

Document design challenges and opportunities

💬 Just say: “create a detailed creative brief”

Define target audience and personas

Understand users' needs, pain points, and behaviors

💬 Just say: “define target audience and personas”

Develop brand style guides and patterns

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

💬 Just say: “develop brand style guides and patterns”

Distill client's brand positioning

Articulate personality, values, and unique selling points

💬 Just say: “distill client's brand positioning”

Establish creative direction and style

Capture visual, tonal, and experiential guidelines

💬 Just say: “establish creative direction and style”

Facilitate client creative kickoff

Align on objectives, audience, and success metrics

💬 Just say: “facilitate client creative kickoff”

Incorporate client feedback on creative brief

Refine and finalize the guiding document

💬 Just say: “incorporate client feedback on creative brief”

Maintain creative brief version control

Document changes and rationale over time

💬 Just say: “maintain creative brief version control”

Map the customer journey and touchpoints

Identify all brand interactions and pain points

💬 Just say: “map the customer journey and touchpoints”

Pitch creative brief to clients and stakeholders

Secure buy-in and approval for the plan

💬 Just say: “pitch creative brief to clients and stakeholders”

Prioritize creative brief requirements

Focus the work on highest-impact elements

💬 Just say: “prioritize creative brief requirements”

Review creative brief with key stakeholders

Socialize, gather feedback, and finalize

💬 Just say: “review creative brief with key stakeholders”

Revisit and update creative brief

Adapt to evolving client needs or market dynamics

💬 Just say: “revisit and update creative brief”

Train new team members on creative brief

Onboard designers, copywriters, and developers

💬 Just say: “train new team members on creative brief”

Translate creative brief to project plan

Break down requirements into deliverables and tasks

💬 Just say: “translate creative brief to project plan”

Use creative brief to drive design qa

Evaluate work against stated objectives

💬 Just say: “use creative brief to drive design qa”

Project Closeout & Delivery

20 tasks

Archive project documentation and assets

Store all relevant materials for future reference

💬 Just say: “archive project documentation and assets”

Archive project for future reference

Store all materials in an organized, accessible way

💬 Just say: “archive project for future reference”

Conduct a final client walkthrough

Review completed work and gather final feedback

💬 Just say: “conduct a final client walkthrough”

Create a project closeout report

Summarize outcomes, challenges, and recommendations

💬 Just say: “create a project closeout report”

Debrief with client on project experience

Gather feedback to enhance future engagements

💬 Just say: “debrief with client on project experience”

Document and apply lessons learned

Update processes, tools, and training for the future

💬 Just say: “document and apply lessons learned”

Facilitate knowledge transfer to client

Ensure they have necessary information to maintain work

💬 Just say: “facilitate knowledge transfer to client”

Gather project team feedback

Identify what went well and opportunities to improve

💬 Just say: “gather project team feedback”

Hold a project retrospective meeting

Analyze successes, challenges, and lessons learned

💬 Just say: “hold a project retrospective meeting”

Maintain a client project history

Document key milestones, decisions, and outcomes

💬 Just say: “maintain a client project history”

Manage client revisions after delivery

Address any remaining issues or change requests

💬 Just say: “manage client revisions after delivery”

Obtain client signoff on deliverables

Confirm satisfaction and acceptance of the project

💬 Just say: “obtain client signoff on deliverables”

Package and deliver final files

Organize, compress, and hand off design assets

💬 Just say: “package and deliver final files”

Process final client invoice and payment

Ensure all work is accounted for and compensated

💬 Just say: “process final client invoice and payment”

Reflect on personal/team performance

Identify areas for professional development

💬 Just say: “reflect on personal/team performance”

Schedule a post-project check-in

Follow up on client satisfaction and next steps

💬 Just say: “schedule a post-project check-in”

Transfer project assets to client systems

Ensure they can maintain and build upon the work

💬 Just say: “transfer project assets to client systems”

Transition client to post-project support

Outline ongoing services, maintenance, or next steps

💬 Just say: “transition client to post-project support”

Update client contact information

Note any personnel or role changes

💬 Just say: “update client contact information”

Update internal project metrics

Track profitability, utilization, and other KPIs

💬 Just say: “update internal project metrics”

Business Development

25 tasks

Analyze and report on sales metrics

Track KPIs like win rate, deal size, and conversion

💬 Just say: “analyze and report on sales metrics”

Analyze marketing and sales effectiveness

Track metrics, iterate tactics, and optimize ROI

💬 Just say: “analyze marketing and sales effectiveness”

Attend industry events and conferences

Network, promote the business, and seek new leads

💬 Just say: “attend industry events and conferences”

Build a professional services catalog

Define and price standardized product offerings

💬 Just say: “build a professional services catalog”

Conduct market and competitor research

Understand the industry landscape and opportunities

💬 Just say: “conduct market and competitor research”

Craft client-facing sales proposals

Pitch services, experience, and unique value

💬 Just say: “craft client-facing sales proposals”

Create branded marketing materials

Design websites, presentations, brochures, etc.

💬 Just say: “create branded marketing materials”

Create case studies and client testimonials

Document successful projects and their impact

💬 Just say: “create case studies and client testimonials”

Cultivate strategic industry partnerships

Identify potential referrers, collaborators, and allies

💬 Just say: “cultivate strategic industry partnerships”

Develop a client referral program

Incentivize happy customers to recommend services

💬 Just say: “develop a client referral program”

Develop a marketing/sales strategy

Identify target verticals, channels, and tactics

💬 Just say: “develop a marketing/sales strategy”

Establish strategic partnerships

Identify potential collaborators and joint ventures

💬 Just say: “establish strategic partnerships”

Follow up on lost sales opportunities

Understand reasons and identify improvements

💬 Just say: “follow up on lost sales opportunities”

Maintain a crm for sales pipeline

Track leads, opportunities, and forecasting

💬 Just say: “maintain a crm for sales pipeline”

Maintain a marketing and sales calendar

Plan campaigns, events, content, and other initiatives

💬 Just say: “maintain a marketing and sales calendar”

Manage client prospecting and outreach

Initiate contact, qualify leads, and progress opportunities

💬 Just say: “manage client prospecting and outreach”

Manage the company's social media

Engage with the industry and build brand awareness

💬 Just say: “manage the company's social media”

Manage the company website and content

Publish thought leadership, portfolios, and service offerings

💬 Just say: “manage the company website and content”

Publish thought leadership content

Write articles, guides, and white papers

💬 Just say: “publish thought leadership content”

Qualify and nurture new sales leads

Assess fit, build rapport, and move towards close

💬 Just say: “qualify and nurture new sales leads”

Research and pitch to target accounts

Identify high-potential clients and customize proposals

💬 Just say: “research and pitch to target accounts”

Respond to client requests for information

Provide detailed overviews of services and expertise

💬 Just say: “respond to client requests for information”

Respond to client rfps and rfqs

Tailor proposals to specific project requirements

💬 Just say: “respond to client rfps and rfqs”

Schedule and lead sales presentations

Showcase capabilities and secure new business

💬 Just say: “schedule and lead sales presentations”

Train and onboard new sales team

Ensure consistent messaging and best practices

💬 Just say: “train and onboard new sales team”

154 Purpose-Built Toolsfor Graphic designers

Client Proposals & Contracts

Audit contract compliance

Collect client contract approvals

Create a project scope document

Create formal change orders

Create project-specific ndas

Customize proposal for each client

Maintain client contract library

Manage client retainer agreements

Offboard client upon contract end

Prepare a design services contract

Renew or update client contracts

Resolve contract disputes

Review and negotiate client contract

Send proposal follow-up communication

Terminate client contracts

Track contract milestones

Write a design proposal

Project Briefing & Scoping

Analyze potential project risks

Assign tasks to project team

Build a project task list

Create a project roadmap

Define project phases and milestones

Develop a detailed project brief

Document client-provided assets

Estimate project resource needs

Facilitate project kickoff meeting

Kick off new client project

Maintain a project status dashboard

Obtain client approval on project plan

Onboard new team members

Publish a project communication plan

Set project management cadence

Set up project collaboration tools

Revision & Feedback Management

Archive previous design versions

Communicate revision status updates

Conduct client design review meetings

Conduct post-project retrospectives

Create a feedback tracking system

Create project documentation guides

Develop project quality checklists

Establish client feedback process

Establish creative style guidelines

Facilitate design critique sessions

Maintain a single source of truth

Manage client revision requests

Manage overlapping client feedback

Obtain client signoff on revisions

Prioritize and sequence revisions

Version control design deliverables

Client Communications

Conduct client onboarding sessions

Conduct client satisfaction surveys

Craft client-facing project status reports

Create client communication templates

Create client-ready design rationale

Develop a client newsletter program

Document client-specific preferences

Facilitate design presentation walkthroughs

Lead client presentation deliveries

Maintain a client contact database

Maintain client contact information

Manage client point-of-contact changes

Plan and host client working sessions

Prepare client presentation materials

Prepare for client audit or review meetings

Resolve client communication breakdowns

Respond to ad-hoc client inquiries

Schedule client check-in meetings

Write client case studies and testimonials

Write client-facing emails and messages

Invoice & Payment Administration

Approve and submit vendor invoices

Create project budget and pricing

File client 1099 tax documentation

Forecast and plan project cash flow

Handle client payment disputes

154 Purpose-Built Tools
for Graphic designers