gezel

Client Delivery

Deliver client work on time, with every handoff tracked. A planner keeps each client project with its milestones, counts how long every approval has waited on the client, names what is late, and drafts the weekly status each client gets.

Get GezelRead about it in the docs

Client Delivery running in your browser on sample data. Use the page, or talk with the planner beside it: the conversation is scripted for this preview, and the changes stay in the page.

What’s inside

The crew

  • Planner Crew leadTurns fuzzy asks into concrete steps — good at the 'what' and the 'in what order', less opinionated on the 'how'.
  • CopywriterWrites for humans.

Plans it follows

  • Recurring Status ReportProduce a recurring (weekly/biweekly) status report by gathering signals from the team's tools and writing a tight, skimmable update for stakeholders.
  • Meeting Notes to Action ItemsConvert raw meeting notes or a transcript into a clean, assigned action-item list with owners, due dates, and the decisions that drove them.
  • Proposal / Statement of WorkDraft a client proposal or statement of work that wins the deal and prevents scope creep — covering objectives, scope, deliverables, timeline/milestones, pricing, assumptions, and acceptance criteria.
  • Customer Case StudyWrite a persuasive, evidence-backed customer success story in the classic challenge-solution-results arc: it first scopes the customer, the quantified before/after metrics, the approved customer quotes, and the single takeaway for prospects, then writes the case study with a results-forward summary, a relatable challenge, the solution narrative, and a measurable results section, then a review pass verifies every number and quote and the persuasive flow.

Actions the crew can take

  • Delivery statusThe delivery picture in one read, with ids: every approval waiting on a client and for how long, everything due in the next 14 days with late items first, and each active project's health and next milestone.
  • Weekly reportThis week's status for one client project, or every active one: what was approved, what waits on the client, what is in progress, and what comes next.
  • Add projectSave a client project: title, client, the client's approver, the studio lead, and the due date (YYYY-MM-DD).
  • Add milestoneSave a milestone on a project: title, due date (YYYY-MM-DD) and owner.
  • Set milestone statusMove a milestone: in-progress when work starts; waiting when it goes to the client for approval (the board starts counting the wait and the round); approved when the client signs off; back to in-progress, with their feedback as note, when they ask for changes.
  • List client projectsEvery client project with all of its milestones, statuses and dates.

Each action is a small script that changes the app’s files, checked by Gezel’s security settings before it runs.

Files it keeps

Plain files in the project folder you can open, back up, and read: projects.json, milestones.json.

Start one

  1. Download Gezel for Mac, Windows or Linux. It’s free.
  2. Choose New project, then Business & Teams, then Client Delivery.
  3. Answer its question: Who delivers the work?
  4. Your planner takes it from there, on the model you choose.

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