For web agencies
From proposal to launch, and the support after it.
A website is a project with milestones, revisions and a launch, followed by months of support. Trelyn connects the accepted proposal, the build, the client's feedback on the actual site and the support cycle that follows, on one client record.
Sound familiar?
Where the work gets stuck.
The handover loses the scope
What sales promised lives in a proposal PDF the developers never open.
Feedback by screenshot
The client emails screenshots of the staging site; the team guesses which element they mean.
Launch week chaos
Who is waiting on whom, content from the client, a DNS change, a final approval?
Support work is invisible
After launch, small requests pile up untracked and unbilled.
The Trelyn workflow
One client, from build to support
A project for the build, a cycle for the support, both under the client's engagement.
- 01
Proposal to project
The accepted proposal wins the deal; the engagement and project start with the scope attached.
- 02
Milestones and tasks
Design, build, content and launch as milestones, with tasks that can be marked blocked by another task, with a reason.
- 03
Review the real thing
Designs as PDFs or images with pinned comments; the staging site reviewed by clicking elements on the page.
- 04
Launch, then support
After go-live, support runs as a recurring cycle; client requests arrive in the portal.
An example lifecycle
One client, start to finish.
Each step is a record in Trelyn, linked to the one before it.
- Lead
- ProposalAccepted online
- ProjectWebsite relaunch
- MilestonesDesign, build
- FilesAssets, content
- DeliverablesDesigns, staging
- RevisionsReview rounds
- Launch
- Support cycleMonthly
What you use
The parts of Trelyn that do the work.
The outcome
- The build starts with what was sold
- Feedback pinned on the element it is about
- Blockers visible, including the client's
- Support after launch tracked as its own work
- DeliveryProjects with milestones; tasks blocked by other tasks; support as cycles.
- ReviewsWebsite review on the live page; pinned comments on designs.
- Client PortalRequests, shared tasks and files with the client.
- AutomationsProject deadline is approaching; Blocking task finished → Tell the assignee.
- CRM & SalesProposals and agreements; renewal tasks before support ends.
