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Guide for Designers

How to use Onie Studio for brand design, web design, and other creative project work.

Your Typical Workflow​

Discovery Call → Proposal → Contract → Project Kickoff → Milestones → Final Delivery

Step 1: Discovery & Proposal​

After a discovery call:

  1. Create a Client and note the project scope in the client notes
  2. Create a Quote (rename to "Proposal" in Settings if you prefer)
  3. Break down your services into line items:
    • Brand Strategy — $X
    • Logo Design (3 concepts) — $X
    • Brand Guidelines Document — $X
  4. Set payment terms (e.g., 50% upfront, 50% on delivery)

Step 2: Project Contract​

Once the proposal is accepted:

  1. Send your Design Services Agreement contract
  2. Use variables like {{client_name}}, {{business_name}}, and {{invoice_total}} to personalize it
  3. Collect the digital signature and deposit invoice in one step

Step 3: Managing the Project​

Use Sessions (or rename to "Projects") to track each engagement:

  • Set milestone dates as Time Blocks in the schedule
  • Update the session status as you move through phases
  • Add notes per milestone (concept presentation, revisions, final approval)

Step 4: Revisions & Scope Creep​

If the client requests additional revisions beyond the contracted amount:

  1. Create a new Quote for the additional scope
  2. Get approval before doing the extra work
  3. Convert to an invoice when approved

Step 5: Final Delivery​

  1. Export your final files (PDF brand guidelines, SVG/PNG logo files, etc.)
  2. Use File Delivery to share them securely
  3. Send the final Invoice for remaining balance
  4. Mark the project as Delivered

Trigger: Session Created

Steps:

  1. Send welcome + project kickoff email
  2. Wait 1 day
  3. Create a task: "Schedule kickoff call"
  4. Wait 3 days
  5. Send brief/questionnaire email