Client project

Scope and fee on top, tasks by status, milestones, and the hours you've put in.

Start here

How to use this canvas
This is a template. The cards are made-up examples. Swap in your own, or select a group and delete the examples.

Put new things in as you go; don't sort them first.
Tick the boxes on any card; the file changes with it.
Each card is a plain .md file in this canvas's folder in Finder, so Claude or ChatGPT can read it too.

How to write it
Tasks: one card each, moved To do → Doing → Waiting → Done.

Hours: one line per block of work, on any card in Hours:

2.5h stakeholder interviews

The card's own date is the day you worked.

Doing

Customer interviews
- [x] 3 of 6 booked
- [ ] Book the other 3
- [ ] Notes on one canvas

Done

Kickoff call
- [x] Agree on who we interview
- [x] Get access to the support inbox

Hours

1.5h kickoff call
1h reading support tickets

3h support inbox review

2.5h stakeholder interviews
0.5h notes

2h customer interviews
quick call with Eli

Milestones

Kickoff
When: 2026-10-22

Findings shared
When: 2026-11-10

Final handover
When: 2026-11-18

Scope

Scope and fee
Client: Brightwater Studio
Scope: interview 6 customers, find the top 3 reasons they leave, recommend fixes
Fee: $4,800 fixed
Out of scope: building anything

To do

Findings report
- [ ] Top 3 reasons, with quotes
- [ ] One page, no appendix

Handover
- [ ] 30-minute walkthrough
- [ ] Send the canvas folder

Waiting

Analytics access
Asked Eli for read-only access.
- [ ] Nudge again if nothing by the findings milestone