Agencies

• What does Usherfly look like for agencies?

  Instead of email chains to collect briefs, get signatures, and share files, you build one flow per project type. Clients complete it at their own pace; you see every project's kick-off status from one screen.

• What's the simplest first flow I can run?

  Project brief (FORM) → Contract signing (E-SIGN) → Process overview (DOCUMENT) → Upload brand materials (TASK). Four steps, kick-off ready.

• How do I structure steps for agency project onboarding?

  FORM for brief and scope, E-SIGN for contract and NDA, DOCUMENT for process and design guidelines, TASK for client-side actions, CHECKPOINT for brief approval.

• How do I invite project clients?

  Send a single invite per client. For multiple at once, upload a CSV. The client clicks the link and starts the kick-off flow.

• What's the freemium limit and when should I upgrade?

  1 concurrent active onboarding (finish one, free the slot); admins and templates are unlimited. Move to Growth (10) when you need to kick off more clients at once.

• What's the most common pitfall for agencies?

  Moving into production without a brief-approval CHECKPOINT. Add a CHECKPOINT after the brief FORM — the flow doesn't continue until you mark "Brief approved, ready to proceed."

• Can I build separate flows for different service packages?

  Yes. Build separate flows for "Web Design," "Social Media," or "Content" — each with its own brief, contract, and documents. Growth plan required for more than one active flow at a time.