The Halo & Harbor Agency Console
A live simulation of a Lemon Receptionist deployment for a full-service marketing and advertising agency. Six trained receptionists handling inbound RFPs, retainer client calls, creative traffic, media pacing, and after-hours brand emergencies.
Harper Lang
Lead New-Business Concierge
Inbound RFPs · Prospect Intake
Desmond Ayers
After-Hours Client Line
Overnight · Global Client Escalations
Camille Rousseau
Bilingual Client Success Desk
FR / EN Accounts · EMEA Retainers
Kenji Nakamura
Creative Traffic & Production
Studio · Frame.io · Deliverables
Priya Anand
Strategy & Discovery Concierge
Discovery Calls · Workshop Booking
Eleanor Beaumont
Key Account & Media Lead
Top-10 Brands · Media Buys · Billing
Voice Calls
Inbound RFPs, retainer status calls, and after-hours brand incidents.
SMS
Meeting confirmations, approval nudges, and on-set logistics from producers.
Client Portal
Frame.io approvals, DocuSign estimates, and MacroPacing media reports.
Every Brief Through Wrap
Drag campaigns across the agency pipeline — new brief, strategy, in-flight, reporting, and wrap/renew. Each card owns brand, channel, fee, media budget, and a live progress checklist.
Every Asset In Flight
Drag assets across the studio — concept, in edit, client review, revision, and delivered. Cards show format, round, due window, and priority so traffic never drops a deliverable.
Every Dollar Paced
Drag media lines across the buy — planning, IO reserved, live, pacing issue, and invoiced. Actual vs. planned pacing rolls up live for the finance desk.
Panel selection under review with client. Awaiting concept approval before booking.
Keyword tree drafted after JTBD workshop. Launch pending client sign-off.
IO signed, creator handoffs booked with 6 partners, launch Monday.
Add-on: Paris 2-week package priced, DocuSign out.
V4 disclaimer creative trafficked after last night's incident. Ratings on plan.
Under-pacing — new creative dropping Fri should catch us up. Bid caps loosened.
Approved audience test expansion (CO-441). Client CFO briefed with docs.
Overspend caught overnight. Daily caps set to $2K, two adsets paused. Renewal call to explain.
Final invoice sent, awaiting AP receipt. Wrap deck in prep.