Delivery guides
Delivery
Delivery
The workspace past the won stage: retainers, meetings, publishing, and downloads.
Updated September 4, 2026 1 min read
Delivery is what happens after a deal is won: client records, bookings, content operations, and the resource library.
- Clients. Active accounts, retainer scope, and delivery status.
- Bookings. Qualification, scheduled calls, attendance, and attributed revenue.
- Content. Editorial briefs and publishing status on a shared calendar.
- Resources. Gated downloads that attach to contacts.
Clients
Active accounts, retainer scope, and delivery status live at /admin/clients. That screen is the delivery view of people and companies you already have.
Bookings
Meeting and booking records, including calendar sync when that integration is on. Calendly stays optional and off until a workspace turns it on.
Content and resources
Content operations holds briefs and publishing status. Resources holds gated downloads. Both attach to contacts and campaigns when those records exist, so a download creates intake.