TEZ FOR AGENCIES

Keep client work moving from brief to handoff.

Connect creative briefs, review tasks, client conversations, and delivery files throughout each engagement.

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LLumen brand refresh

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Brand direction brief

A CONNECTED WORKFLOW

Lumen brand refresh, from plan to handoff.

Refresh the client’s visual identity. Agree the creative direction, review the concepts, and prepare the final handoff.

Approve the creative brief

Set the scope and give the work a named owner.

Review identity concepts

Keep feedback with the document and record the decision.

Prepare the client handoff

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Refresh the client’s visual identity. Agree the creative direction, review the concepts, and prepare the final handoff.

Example deliverable: Brand direction brief.

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LLumen brand refresh

WORKING DOCUMENT

Brand direction brief

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Refresh the client’s visual identity. Agree the creative direction, review the concepts, and prepare the final handoff.

DELIVERABLEBrand direction briefNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Approve the creative brief
Review identity concepts

Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

The brief is approved. Concept review is in progress before final assets move to handoff.

The team keeps the review document and the next action in the same conversation.

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LLumen brand refresh

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

The brief is approved. Concept review is in progress before final assets move to handoff.

Brand direction briefLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

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EXAMPLE REQUEST

Create a task for Liya to review identity concepts by Thursday in Lumen brand refresh.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

Tasks Docs Chat

Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

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