Make the scope visible
Set service dates, the agreed number of delivered storyboard versions and a useful service note. Periods for one client do not overlap, and portal visibility is an explicit choice.
Record an agreed delivery target and period for a client. Inspect planned, approved and handed-off storyboard versions, then retain the numbers you have actually reviewed.
One more delivered storyboard version to meet the agreed target.
Review the current counts before retaining a closing summary.Set service dates, the agreed number of delivered storyboard versions and a useful service note. Periods for one client do not overlap, and portal visibility is an explicit choice.
Planned work, current approvals, handed-off versions and remaining target each have their own count. Repeated handoffs of the same project revision do not inflate delivery progress.
Check the current period and all five counts before closing. If the source evidence changes, refresh and review again. Closed summaries keep their snapshot; prepare the next period with the original calendar span.
Agree the period and target in the client's team workspace.
Inspect the planned, approved and delivered versions behind the counts.
Review and close the period, share its summary and prepare the next one.
From the first client brief to the next content plan. Know what is available and how the pieces connect.
Browse all questionsThey compare an agreed target with planned work, current approvals, handed-off storyboard versions and the remaining delivery target for a service period. These are different measures. Repeated handoff of the same project revision does not increase the delivered count, and current deliverables are storyboard versions rather than generated videos.
The confirmation shows the period and all five counts. If source evidence changes before you confirm, closing is refused and the active period refreshes for another review. A successful close retains its snapshot; later work does not rewrite it. You may still withdraw portal visibility and prepare the next period with the original calendar span.
No. Service fulfilment is an operational record of agreed work, separate from platform credits, membership controls and payment collection. Closing retains a summary; preparing the next period copies a proposed schedule for your review. Neither action creates an invoice or automatically charges or renews a client.
Keep the facts, drafts, people and approved version in one workspace.
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