A role in action
Run the whole client roster — by talking
The unglamorous, highest-volume work — standing up kits, briefing the team, running review rounds, and knowing what needs you across every client. For a coordinator managing dozens of accounts, this is most of the job. It runs by conversation, and most of it is free.
New here? Connecting Claude takes about a minute →The coordinator’s day, in four moves
The coordination lanes cost no tokens — you pay only when something generates.
Step 1 · You stand up the client
From a website to a working brand kit — you approve every step
Point Claude at a new client's site. It reads the brand, pulls the real elements, and shows you everything before it saves a thing. Minutes later the kit every future workflow reads is live.
Just say it
“Set up a brand kit for Acme Coffee from acmecoffee.com — walk me through it.”
What a working kit gives you
the real brand, pulled from the site at full quality
written from the site and your notes, saved to the kit
one reusable block per product every workflow can read
Step 2 · You brief + assign the work
Your best performers become an assigned job — notes travel with them
Point at the winners or the saved set, and Claude turns them into a complete creative brief: the ask, the deliverables, a due date, and every reference with the note that matters — assigned to the team in one pass.
Just say it
“Turn my hearted Acme ads into an iteration brief and assign it to Dana, due Friday.”
What the designer gets
what to make, in what formats, and why
assigned and on the record
your saved winners, each with the note that matters
Step 3 · You run the review round
The revision cycle, from days to minutes
Put the work on a Share Board and send the client a no-login link. They comment pinned to the exact frame — and so does the team. Claude reads the board as a to-do list and makes the edits, then reposts the revision for the next round. No email → ticket → designer queue → next week. The client’s own words, on the pixels they mean.
Just say it
“Put these three cuts on a board for Acme, send the client the review link, then address whatever comes back.”
Every control point survives
Step 4 · You stay on top of it all
One paste: what needs me today, across every client
The part that doesn’t scale by hiring: knowing what’s on fire across the whole book. Ask once and Claude reads every client’s boards, briefs, and campaigns and hands you the attention queue — then turns any client’s week into a white-labeled report you forward as the agency’s own.
Just say it
“What needs my attention today across all my clients?”
“Now turn Acme's week into a client report I can forward.”
The attention queue
read across every client · in one paste
Standing up kits, briefing, boarding, approvals, cross-client standups, reports — reading and organizing your own account costs no tokens. You pay only when a playbook actually generates or renders something.
The playbooks behind the role
Account coordination spans five lanes — here are the ones you’ll live in. Say the name, or just describe what you need done for a client.
The work that multiplies what one coordinator can hold.
The system doesn’t remove you from the loop — it multiplies what one human-in-the-loop can supervise. This is the account half of the 107 playbooks; the creative half makes the work Claude coordinates.