Agency client inbox with visible hand-offs
HeedBox is designed to give a small agency a shared view of client email, assignments, and follow-up tasks. A person still approves commitments and confirms sending.
The problem
A client writes projects@ asking for a campaign change by Friday. The account lead sees the request, but the designer has not checked capacity. A fast reply could commit the agency to a deadline it cannot meet.
A practical workflow
- Assign the client thread to the account lead and record the requested change.
- Create an internal task for the designer to assess scope and timing.
- Once capacity is confirmed, review the proposed reply and have the account lead send it.
How HeedBox can help
The intended shared workflow makes the outstanding capacity check visible beside the client conversation. Heed may suggest routing but does not estimate creative effort or approve a deadline.
Frequently asked questions
Does HeedBox manage project delivery?
This use case covers shared email and follow-up tasks, not a full project management system.
Can it promise a deadline?
No. The agency verifies capacity and a person approves the reply before sending.
See an example
Agency request before a Friday deadline — hypothetical, not a customer result .
Discuss your own workflow
The right setup depends on your Microsoft 365 permissions, team roles, and existing process.
Schedule a conversation