A practical structure for service work.

Define the work before collecting it

A service catalog is more useful when each offer describes work your team can deliver consistently. Start with the services you already provide, then use an order form to collect the information needed for each one.

Keep the brief and the conversation together

Once an order arrives, the team needs the original request as well as the decisions made afterward. Keeping messages and files with the order makes that context easier to revisit.

Give progress a practical meaning

Choose pipeline stages that reflect real changes in the work. Use tasks for specific responsibilities, rather than relying on a status label to explain everything.

Connect delivery with billing

Client invoices and recurring service subscriptions are part of running the business. Keep them visible alongside the work, while remembering that your ESP workspace subscription is a separate billing relationship.

Test the whole journey

Before inviting clients into a new process, follow one order from intake through delivery and payment status. The workspace setup guide provides a sequence you can use.