Your digital business · by Appleby & Co
One easy-to-use place for your website, marketing and everyday admin. DESK brings the digital side of your business together, with help from Appleby & Co when you need it.
For Appleby website clients and independent businesses.
01 / The brief finds its place
Record the enquiry, the client and the next step. Convert a qualified opportunity into a linked client and project, with the brief close to the work.
Enquiry → client → a linked project
02 / Give the work a shape
Set a project budget and due date. Build a quote from quantities and rates, with calculated tax and totals, then prepare the draft for review.
Project scope → quote draft → review
03 / Work moves through the studio
Move tasks from backlog through doing and review to done. Keep priorities and dates beside the work, and prepare content plans in the same workspace.
Backlog → doing → review → done
04 / Your judgement stays with you
Submit content and quote drafts for review. Record feedback or approve the exact revision under consideration. Change the draft, and it needs a fresh decision.
Draft → feedback → a decision on that revision
05 / Your owner workspace
Keep project records, decisions and distinct financial categories together. Export your workspace when you need it, and choose how to hand over reviewed work through your own agreed channels.
Project records → reports → export / your own handover
A calmer operating picture
Your website, marketing plans, client enquiries and everyday admin belong together. DESK gives the work a clear next step, without making you learn a complicated system.
Shape the handover
Northlight — brand & websiteVisual development
Northlight — brand & websiteReview the copy
Northlight — brand & websiteTurn a recorded enquiry into a client and project. Give each task a next step, an owner and a place on the board.
Explore the detail →Prepare content and quotes, then request review. A decision belongs to the draft that was actually reviewed.
Explore the detail →Keep forecasts, draft invoices, received records and costs distinct. Every figure keeps its context.
Explore the detail →Designed around your practice
DESK is being introduced through Appleby website clients’ owner dashboards, so help with marketing, admin and the wider digital business has a familiar place to start. You can also explore the workspace directly with a fresh business workspace or a clearly labelled fictional sample.
Create your workspace →The next chapter
