One catalogue for packages and scope

Late February 2026. Packages and scope items were rebuilt as one catalogue that Workbench and the Portal both read from, a campaign strategist agent arrived, and discoveries got a proper workspace.

The back half of February was about definitions. What is in a package, what a partner’s version of it looks like, and what the client sees written on the line. Until now those three had three answers.

For our partners

1. Packages became something you could see and choose in the Portal. Each package can be shown or hidden per partner, and a one-time project can be bought as a package, creating the campaign on submission.
2. Conversations in the Portal were reworked to be readable: closed threads hidden by default, priority shown in the list and in the thread, the last participant named, email addresses on hover. You can set a conversation’s urgency yourself.
3. The content table shows the published URL once a piece is live, campaign lists only show current assignments, and plans are organised by the month they are planned for rather than by start and end dates, which is how the team had been thinking about them anyway.

1. Packages and scope

Your scope shows an included column, and where your agreement differs from the standard package, the difference is recorded against you rather than edited into the catalogue. From the 28th you can edit the wording of a scope item as your client sees it, so the line reads in your language.

Behind the scenes

1. The catalogue was rebuilt on the 20th and 21st. Packages, scope items, roles, frequency (ongoing or one-time), meeting tasks and partner overrides all ended up in one structure.
2. A campaign strategist agent arrived on the 17th, with new rules for when agents start work. Where the planner drafts a month, the strategist reads the whole campaign.
3. Discoveries were broken out of one long page into sections, with a partner preview link and a client view link. The discovery is the first thing a prospect’s agency sees from us and it now looked like it.
4. Content writing moved into a dedicated workflow on the 25th and 26th: a brief first, then the draft, then time for optimisation scoring before it comes back.
5. Tasks got estimated time, inline creation from a campaign’s task page, and a way to be marked as excluded from the work log when they should not count against a client’s month.
6. Onboarding got a view of its own and an action to send a task back for realignment when the intake and the scope disagree. A change log appeared in Workbench so the team could see what changed in the tool that week without asking.
7. Notifications became real links that open the task in a new window, and a campaign plan report went into ops so a manager can see every campaign’s plan state on one page.

1. The catalogue

The SEO plan’s task types were cut down to three that mean something to a client: local, on-page and technical. Planned start and end dates went; a planned month replaced them. The unused version history on task templates was removed while we were in there.

3. Discoveries in sections

The sections are details, summary, keywords, audit, local, competitive, supporting data and proposal, with the keyword research agent sitting in the sidebar.

5. Tasks

Estimated time comes with an optional upper limit when work is pushed to fulfilment, an estimate on SEO tasks, and a column for the content publishing schedule. Everyone shows up in the assignee picker, campaign members first.