How it works
From first payment to upsell, on autopilot
Five stages, each one triggered by the last. Set it up once — Dux keeps client work moving while you focus on the work itself.
Collect
The invoice is the trigger. The moment a client pays, Dux opens the project, welcomes the client, and requests the brief.
- Invoices & subscription billing
- Projects auto-created from service templates
- Welcome email with portal login
Trigger: Invoice paid → project created, client invited, brief requested.
Onboard
Forms, files, and access requests gathered in your branded portal — no email ping-pong, no lost attachments.
- Intake forms & e-sign
- File and credential requests
- Kick-off call scheduling
Trigger: Brief submitted → tasks generated from your template.
Deliver
Tasks routed to the right people, deadlines tracked, capacity balanced across every retainer you run.
- Task templates per service
- Workload balancing across the team
- Deadline & milestone tracking
Trigger: Task overdue or unassigned → reassigned and flagged.
Communicate
Updates, approvals, and chat in one thread per project — clients see progress without asking for it.
- Client chat tied to each project
- Approval requests in the portal
- Weekly digest emails
Trigger: Client approves deliverable → next phase unlocks.
Grow
Renewals, upsells, and referrals triggered on schedule — growth motions that fire whether or not you remembered.
- Renewal reminders 30 days out
- Upsell suggestions from project data
- Referral asks after big wins
Trigger: Retainer ends in 30 days → renewal and upsell offer drafted.
Put your agency on rails.
Book a demo and we'll map your current workflow onto Dux — live, in 30 minutes.