Historical Risk Reconstruction
Start with a real operational surprise and trace the client, project, invoice, and capacity signals that existed beforehand.
For owner-led web, product, and digital-delivery agencies. Client & Craft turns the data you already have into a weekly owner briefing—so risks surface before they become surprises.
Remote four-week founding pilot · $750 upfront · optional $299/month continuation
Severity
High
Evidence
3 sources
Owner review
Pending
Time export
82% of budgeted hours used
Project plan
43% of scoped work complete
Invoice export
Next milestone not yet billable
"Hours are being consumed faster than scoped work is completing. Review remaining scope and milestone timing with the owner."
Built for 5–30 person agency owners who need earlier warning—not another broad project-management migration.
Start with a real operational surprise and trace the client, project, invoice, and capacity signals that existed beforehand.
Review surfaced risks with the underlying records and assumptions visible—not an unexplained AI score.
Bring project, invoice, workload, and client data into one owner view for the weekly pilot review.
Inspect the records behind an alert before deciding whether it is useful, wrong, late, or worth acting on.
Turn a surfaced risk into a concrete next step while keeping the agency owner responsible for the decision.
Record what was acted on and what happened so the pilot is judged by decision value rather than alert volume.
The founding pilot starts with one incident the owner already understands. If the historical evidence would not have helped in time, the pilot should not proceed.
Choose one margin surprise, missed deadline, client escalation, or capacity conflict the owner discovered too late.
Map the project, time, invoice, capacity, and client signals that existed before the owner acted. Unknowns stay visible.
The owner marks each signal useful, wrong, late, acted on, or dismissed and records the context needed to improve the next review.
A compelling demo is not enough. The pilot continues only when a later weekly briefing changes a second real owner decision.
Founding-pilot fit
The pilot reconstructs a real operational miss, identifies the signals that existed beforehand, and tests whether Client & Craft can surface the next one early enough to change an owner decision.
Bring one client, delivery, capacity, or margin problem that surfaced later than it should have.
You can provide a scoped export from the spreadsheets or systems where projects, clients, invoices, and capacity are tracked.
The agency owner joins one weekly review and records whether each surfaced risk was useful, late, wrong, or acted on.
$750 four-week pilot · optional $299/month continuation
This is a guided intelligence pilot for agency owners—not another system migration and not a free generic project-management plan.
For owner-led U.S. agencies with 5–30 people and a recent operational surprise. The first cohort prioritizes 8–25 person web, product, and digital-delivery teams.
Includes setup and four weekly briefings. Continue afterward for $299/month only if it proves useful.
Continuation is optional after the four-week review and starts only with your approval. AI recommendations require owner review. No guaranteed savings, margin recovery, or client retention.
Start with a four-week historical-risk pilot using your real operating data. Continue only if the weekly briefing changes a second owner decision.
$750 four-week founding pilot · optional $299/month continuation · owner-reviewed recommendations