Know the client
She knows the client before you start.
The Client Playbook keeps voice, preferences, scope, assets, and the details your team shouldn't have to remember from scratch.
PlaybookScopeAssets
The AI work assistant for agencies & freelancers
Client work.
Meet your
right hand.
Meet Etta, the agency work assistant that keeps client context, scope, work, and approvals together — then helps you turn all of it into the work itself.
Join the private beta for agencies and freelancers. No spam. Just product updates and early access.
“What needs me first?”
A very reasonable Monday morning question.
Proposals & Scope · Client Playbook · Content Creation · Deliverables & Approvals · Connected Tools
The work around the work
Every client comes with a whole other way of working.
One client uses Mailchimp. Another uses ActiveCampaign. Brand notes live in a Google Doc. Designs live in Canva. Feedback arrives in an email titled “One quick thing.”
The quick thing has six parts.
Your team already knows how to do the client work. The harder part is remembering:
- what was promised
- what's due
- what changed
- what the client prefers
- whether this is actually the final version
Etta keeps the context around the work together, so your team can spend less time chasing it down.
“Wait — which logo did they approve?”
She already knows
Etta remembers the stuff you'd normally have to explain again.
Client voiceScopeRecurring workAssetsApprovalsThe tiny preference someone mentioned three months ago
Instead of starting every task with a paragraph of context, you can say:
“Let's work on Harbor's newsletter.”
And Etta already knows what you're talking about.
Less re-explaining. Less hunting. Less “where did we put that?”
Meet Etta
Give Etta the context once. Keep using it everywhere.
- 01
Client Playbook
VoicePreferencesScopeAssetsRecurring workBuild the Client Playbook once.
Keep voice, preferences, scope, assets, recurring work, and the details Etta should remember together.
- 02
Ask Etta
“Let's work on Friday's newsletter.”
Etta: I've got the client context. Let's do it.
Tell Etta what you need.
Ask what's due, what's blocked, or simply start with the work you want to get done.
- 03
Review + move forward
DraftReviewApprovedReview, approve, move forward.
Edit manually or with Etta, review the actual deliverable, and move approved work where it belongs.
From “we should send a proposal” to “ready for approval.”
One place to direct the work. One assistant to help you do it.
01
Know what's next
Open your day with a clear picture of the work.
Ask what's due, ready, blocked, overdue, or waiting on approval — without checking five systems first.
WorkDeadlinesApprovals
Create client work
Get past the blank page with the client already in mind.
Etta uses the Client Playbook, project context, and agency preferences to help create a relevant starting point.
NewslettersProposalsBriefs
Review together
Keep the work, the revisions, and the approval together.
Edit manually or ask Etta to revise it. Compare changes, keep versions, and review the actual deliverable before anything moves forward.
VersionsAI RevisionApprovals
Keep the context
Same client. Same understanding. Whoever picks up the work.
Brand voice, preferences, instructions, and approved decisions stay with the client instead of disappearing into someone's notes.
PlaybookPreferencesShared Context
Connect the work
Your clients keep their tools. You get one place to work.
Create and review work in Etta, then move approved work into the platforms your clients already use.
MailchimpConnected Tools
See the work clearly
Ask. Create. Review. Without losing the thread.
[Etta app screenshot — Assistant]
01Etta understands what needs attention.
[Etta app screenshot — Client workspace]
02Client context, Playbook, scope, and work stay together.
[Etta app screenshot — Deliverable / approval]
03Creation, revisions, versions, and approvals stay attached to the work.
Built around the work agencies actually deliver
Create the work, not just another task about it.
Etta helps turn client context into the actual deliverables your agency needs to produce — with planning, revisions, and approvals attached.
Because the point isn't to create a task called “write the proposal.”
It's to help write the proposal.
Core beta workflows
Core beta
Newsletters
Create, revise, approve, and move campaigns into connected email tools without rebuilding the client context every time.
Coming to beta
Proposals
Go from project details to a structured plan, polished draft, and client-ready proposal using your agency's voice and templates.
Coming to beta
Scopes of Work
Turn project details into clear deliverables, timelines, and responsibilities — then carry accepted work into the client's ongoing scope.
Coming to beta
Briefs
Create copy, design, development, and general briefs using the context Etta already knows.
Expanding during beta
Web Copy
Plan and create client-aware website copy with SEO and AEO considerations built into the workflow.
In development
Social
Create channel-ready social content using the same Client Playbook and project context.
In development
Same client. Same understanding.
Whoever picks up the work starts with the context.
The client shouldn't have to live in one person's head.
Etta keeps the Client Playbook, work, drafts, decisions, and approvals together so the next person isn't starting from scratch.
Keep the judgment human.
Let Etta keep track of the details.
“Someone remembers the client hates exclamation points. Unfortunately, that someone is on vacation.”
Your clients keep their tools.
Etta becomes the place your team works before approved work moves where it belongs.
- MailchimpConnected — first deep email integration
- WordPressPlanned
- InstagramPlanned
- LinkedInPlanned
- Other email platformsPlanned based on demand
Built around the real work
Agency work is our starting point.
We know “a few small edits” can change the whole afternoon.
Etta is built around the things agencies actually juggle: scope, client context, deliverables, revisions, approvals, and the tools the work eventually needs to reach.
It isn't another project board asking you to document the work.
It's there to help you do the work.
A few things you might be wondering.
We already have a project management tool. Where does Etta fit?
Keep it. Etta isn't trying to replace every system your agency uses. Etta focuses on the context and creation around client work — knowing the client, understanding what's due, helping create the deliverable, keeping revisions together, and moving approved work forward.
We already use ChatGPT or Claude. What's different?
A blank AI chat still needs you to explain the client, the scope, the preferences, and the task. Etta keeps that context attached to the work so your team doesn't have to start over every time.
Do our clients need to use Etta?
No. Etta is built for the agency side of the relationship. Your clients can keep using the tools they already use.
Can Etta change or send things automatically?
Etta helps plan, draft, revise, and prepare work. Nothing is sent or published without your team reviewing and approving it first.
Does this work for a solo freelancer?
Yes. Shared context is useful for teams, but it is just as valuable when you're the person who has to remember everything yourself.
What will be included in the beta?
The private beta starts with the core: the Client Playbook, work and scope awareness, conversations with Etta, deliverables and approvals, newsletters, and Mailchimp. Proposals, scopes, and briefs are coming during the beta; web copy and social are in development.
More client work shouldn't mean more work around the work.
Let Etta keep the context, versions, and follow-up straight — so your team can spend more time on the work clients actually hired you to do.
Private beta for agencies and freelancers.
