Set up a customer, a project, or a campaign

Work that knows where it belongs files itself and stays scoped to the customer it concerns. Work that does not becomes somebody's folder problem.

1. Make the workspace for the initiative: a project, a customer, or a campaign. Making it makes the thing it names, so the customer or the campaign exists from that moment and work can be scoped to it.
2. Give it an owner and a line saying what it is for. Those two are what make a list of workspaces readable a month later, when nobody remembers which one this was.
3. Point sources at it, or upload them inside it. Inside a customer you are asked once whether the file is about them or about your own catalogue: the first stays with the customer, the second goes to a collection that sits above every customer.
4. In a campaign, fill in the campaign brief: its goal in one sentence, the key messages, the call to action, and the topics to use and to avoid. Everything made in the campaign reads it.
5. Add what steers this work only: a signal about what is happening outside, or a concept, an example whose look or tone you want to borrow. In a workspace they reach the work made there and nothing else.
6. Brief your work from inside it. What you make files itself here: by its project first, then its campaign, then its customer. Anything with no home sits in Unfiled, counted and one click away, so nothing is lost.
7. Connect anything made elsewhere that also belongs here. It is then in both places. Nothing moves and nothing is copied: there is still one deck.
8. When the project is finished, draft its case study from the bottom of the same page and save it to your proof, where the next proposal quotes it.

Adding a customer, with the sector they work in and a profile read from their own material.