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Guest
Overview
Team Profiles
Scope Planner
Client Support
New Client Planner
Services Catalog
Cost Rates
Team Size
—
Total Capacity
—
Hrs / month
Available
—
Hrs free
Utilization
—
Target: 75–85%
Individual Bandwidth
Click a card to expand profile
Project Scope Builder
Draft
Client Name
Project Type
Monthly Retainer: recurring contract billed every month. One-Time Project: single engagement. Affects how costs display (per month vs total).
Commission (%)
Overhead ($)
Overhead covers shared business costs not tied directly to this project: software, utilities, office, insurance. Allocating a portion per project ensures every engagement contributes to your fixed costs. Typical range: $300–$750/month per active project.
Revenue
$0
Hard Costs
$0
Labor
$0
Travel
$0
Hours
0
Gross Profit
$0
Gross Margin
0%
Commission
$0
Total Contracted Hrs
0
all finalized scopes
Line Items
Click + Service, + Creative Hours, or + Travel above to begin scoping
Saved Scope Plans
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Client Support Setup
Client Name
Support Type
Primary Contact
Notes
Service Assignments
Add services above.
Capacity Check
Prospective Client
Monthly Value ($)
Services Needed
Add services to check capacity.
Services Catalog — All 49 NGN Services
Edit pricing below. Changes auto-populate into the Scope Planner dropdowns. Click Save on each row to persist to Notion.
Team Loaded Cost Rates
Billable Hours: Hours per week a team member can bill to client work — after meetings, admin, and non-billable tasks. For 40h/week staff, typically 30–35h is billable.
Loaded Rate: Salary ÷ (48 weeks × billable hrs/week). This is the true cost per billable hour including employer burden.
Loaded Rate: Salary ÷ (48 weeks × billable hrs/week). This is the true cost per billable hour including employer burden.
Contractor Default Rate ($/hr)
Creative Hours — Cost ($/hr)
Creative Hours — Bill Rate ($/hr)
Creative margin: 43% | Profit/hr: $75/hr
User Management