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Confidential · May 2026

Greenlit × DayDream

A phased proposal for the complete DayDream operating system, with CRM / black book and intake as the first build and a roadmap that expands into the rest of the company workflow.

Commercial production / experiential / live broadcast 10 full-time · 25-30 incl. freelancers May 2026
Greenlit
Greenlit Commercial production OS
×
DayDream
DayDream Commercial studio · East Coast buildout

Design Partner Proposal · May 2026

GREENLIT · DayDream brief flow
Briefs
Fast, irregular, multi-channel
In
Black book
People, companies, reels, context
Live
Intake
Normalized before review
Step 1
Pipeline
Owner, stage, next step, outcome
Current
01
Context

Why this matters now

DayDream is not a giant machine. It is a small, high-output shop carrying commercial work, experiential work, live broadcast, and post/VFX pressure at the same time. That means the system has to be light, current, hard to break, and able to grow into a complete operating system for the company.

👥
Team
10 full-time
Core team with 25-30 people total when freelancers are active.
🎛️
Mix
80% commercial
The bulk of the motion is commercial work, with other lanes layered on top.
Mode
Fast turn
Briefs can land overnight and need immediate internal clarity.
🧠
Need
Shared context
One place to hold bids, contacts, reels, and current status.
🧭
Operational reality

People are moving quickly

The same project can be in motion, in discussion, and half-formed at the same time.

📮
Current pressure

Context is scattered

Slack, Gmail, memory, and sheets all hold pieces of the answer, but none of them are the answer.

🛠️
What this unlocks

Less fragility

Greenlit becomes the operating layer that keeps the team from rebuilding the same context every week.

02
Pain

The current workflow runs on effort,
not on a system built for the work

Bids, directors, and status scattered across Slack, Gmail, sheets, and memory.

🔒 docs.google.com / spreadsheets / DayDream_Bid_Tracker_2025
Bid Tracker Q1
Black Book
Job Jackets
Date Client / Agency Project Format Status
Jan 6Nike x Wieden+KRunner SeriesTVC :60 In Pre-Pro
Jan 14Budweiser / DDBGame Day SpotTVC :30 Bid Pending
Jan 22Liberty MutualAgent RedirectTVC :15/:30 Passed
Feb 3Gatorade / TBWAAthlete StoriesDoc Short Bidding
Feb 9Verizon / GreySpring Brand FilmTVC :15/:30 New Bid
📩

Briefs arrive in different shapes

Every new bid comes in a little differently, so intake still needs a person to sort it out.

⚠️

Rules break on the next edge case

What works for one format falls apart when the next agency or producer sends it a different way.

🔁

The same context gets rebuilt again

Director notes, talent context, and client history keep getting rewritten because they are not linked.

📋

Reporting is still manual

When the system should already know the status, somebody still has to pull it together by hand.

🧠

The work is carrying the system

The operation moves because the team keeps the context in their heads and in their inboxes.

👁️

Visibility drops when things get busy

Once bids stack up, it gets harder to see what is live, what is dead, and what needs a decision.

Readout
This is the kind of work Greenlit should carry: one current record, one place for the team to look, and less reconstruction every time a new brief lands.
03
Diagnosis

Why scattered tools create gaps

Slack and Gmail are good channels. They are not the system. DayDream needs the job jacket, the black book, and the intake record to stay tied together so the team can keep moving when the work comes in hot.

1

Slack is fast, not durable

It keeps the conversation moving, but it does not hold the record the team needs later.

2

Gmail is complete, not structured

Everything is there, but it still has to be interpreted and moved into the right place.

3

Sheets are editable, not reliable

They work until the team needs ownership, linked records, and version control.

4

Memory is useful, but it is not searchable

The best context often lives in one person's head. That does not scale across the shop.

What Greenlit changes

Greenlit becomes the record the team trusts, so the channels stay flexible without turning the workflow fragile.

🧩

The intelligence layer sits on top

Phase two uses the job jacket and black book history to recommend the right people, the right reels, and the right angle for the bid.

Takeaway
The work should live in one place. The team should not have to rebuild the same context every time the channel changes.
04
Scope

The full operating system

Phase one starts with the black book and intake layer because that is the part the team can use right away. The rest of the roadmap builds on the same workflow, each phase adding more of the operating system until the full picture is in place.

Build DayDream's system in phases.
Phase 1: CRM / black book, intake, live pipeline, and human approval.
Phase 2: the job jacket — a project template built for every job, with crew lists, run of show, schedules, and call sheets tied in.
Phase 3: the intelligence layer that recommends the right directors, reel sets, and bid angle from the brief.
Phase 4: reporting, automation, and deeper feeds once the core workflow is trusted and in use.
Why phase one first
It solves the bid and intake problem first, which is the quickest place to get value.
It gives DayDream a working system the team can actually use, not a giant rebuild on day one.
It makes the intelligence layer, the job jacket, and the rest of the roadmap easier to approve later.
05
Black Book

CRM / black book

This is not a passive address book. It is the place where DayDream can see who knows whom, who is attached to what, what is active, what is dead, and which reel set belongs on which bid.

daydream.blackbook / linked records / live view
Director: Davi
Versatile
reels: 3 setsactive: bidknows: Anthon
Agency: Rethink
Current
briefs: 4owner: sales
Talent: Specific cast
Context
attached: one jobstatus: active
Project: Overnight brief
Live
next step: reviewprobability: 70%

Relationship context

The same person can mean different things in different bids. The black book needs to hold that nuance without forcing duplicate records.

Reel curation

One director may need a different reel set depending on whether the ask is documentary, comedy, tabletop, or something more versatile.

🧭

Recommendation layer

The system should be able to suggest the right angle for the bid based on the brief, the look, and the feel.

Result
The black book becomes the command center of the company, with enough intelligence in it to be useful instead of just searchable.
06
Intake

Intake

Turn incoming briefs and opportunities into structured records instead of scattered messages. Keep the process customizable so it reflects DayDream's commercial workflow rather than forcing a generic template.

intake / daydream / incoming brief
Incoming brief
Gmail + Slack
clientagencybranddeadlinebudget
Required fields
Normalize
project typedeliverablestalent
1. Capture

Pull from Gmail / Slack

Normalize the message into one record instead of leaving it across multiple threads.

2. Confirm

Human review

Nothing critical gets finalized without a person approving the record.

3. Route

Feed the pipeline

The intake record becomes the source of truth for the CRM and bid status.

What intake solves

The team stops treating every new opportunity like a fresh manual data-entry exercise.

Where it starts

Gmail and Slack are the inputs. The structured record is the output. The human stays in control.

Rule
If it changes the bid, it should be confirmable. If it changes the record, it should be reviewable.
07
Preview

How it works

A brief lands, gets normalized into intake, and updates the black book automatically — one loop that keeps the whole team current without extra admin.

mail.greenlit.io / inbox / daydream brief
[Brief] Rethink / DayDream commercial bid
From: Marcus Webb <marcus@rethink.com>
To: DayDream / Development
Date: May 1, 2026 · 11:58 AM
Hi,

Please see the attached brief for a fast-turn commercial bid. We need director options, reel recommendations, timing, budget signal, and an internal read as soon as possible.

Happy to set up a call if helpful.

— Marcus
📎 DayDream_Rethink_Brief.pdf · 892 KB
Forward To
forward to intake
app.greenlit.io / daydream / briefs
Brief
Campaign bid / active
Agency: Rethink
Brand: DayDream client
Owner: Anthon
Ready
Director set
Commercial reel pack
3 reel sets attached
Different by bid context
Linked
Pipeline
Owner, stage, next step
Probability current
Outcome still open
Live
Black book
Relationship context
Who knows whom
What is active vs dead
Synced
New brief
Bid detail
Human review before anything locks
Client, agency, brand, budget, timeline, deliverables, directors
Suggest the right director set, reel set, and bid angle from the brief.
Confirm, route, and keep the pipeline current
Greenlit is analyzing...
Parsing brief metadata
Matching director / reel context
3 viable matches found
One brief enters. One record lands. The black book updates in real time.
THAT'S IT.
08
Rollout

Rollout plan

Phase one ships in four to six weeks — narrow enough to move fast, clear enough to hand off internally on day one.

Week 1–2
Scope and data modelLock the fields, linked record types, and approval points for the first DayDream build.
Week 2–4
Build phase oneShip CRM / black book, intake, live pipeline, and the confirmation flow.
Week 5–6
Test, tune, launchReview edge cases, tighten the experience, and prepare the first internal rollout.
Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6
Scope
Build
Launch
09
Commercial

Investment

A fully custom operating system built for DayDream — not configured, not approximated. Nothing off the shelf does 90% of the job. This does. Priced as a complete bespoke build with white-glove delivery across three phases.

Annual subscription
$11,880 / yr

$990 / month · $99 per seat · 10 seats
If each seat recovers 3 hrs/week, the system pays for itself in week one.

What you're getting
Custom-built to DayDream's exact workflow — not a template
Bespoke updates as your operation scales
White-glove delivery — no internal build lift required
Complete OS: intake → CRM → job jacket → reporting
Payment schedule
Phase % Amount
Phase 1 kickoff 50% $5,940
Phase 2 delivery 25% $2,970
Phase 3 completion 25% $2,970
Total 100% $11,880
Phase 1 · Wks 1–6
CRM foundation + intake routingBlack book live, intake automated, Gmail and Slack connected, live workflow demo.
Phase 2 · Wks 7–10
Relationship intelligence layerWho knows whom, warm relationships surfaced, project-specific reel curation live.
Phase 3 · Wks 11–14
Job jacket + full handoffCrew lists, schedules, call sheets, run of show — all connected, all in one record.
10
Roadmap

Future phases

The roadmap gets bigger after phase one, but the shape stays the same: keep the job jacket current, surface the right context, and make the next decision easier than the last one.

🤝
Phase 2 · Weeks 7–10

Relationship intelligence

Use the history in the system to show who knows whom, which relationships are warm, and where the right context sits on a bid. This is the layer that starts recommending the right people and the right angle.

📋
Phase 3 · Weeks 11–14

Job jacket

Pull the working jacket into the system: crew lists, schedules, call sheets, run of show, and the rest of the handoff material that DayDream keeps moving by hand today.

Phase 4 · Month 3–6

Reporting and automation

Connect more feeds, reporting, approvals, and downstream workflow once the core system is trusted and in use. That is where the fuller operating layer starts paying off.

11
Why Us

Why Greenlit

DayDream gets one system that keeps the work moving, keeps the job jacket current, and leaves the team with fewer things to chase by hand.

The system should help the team stay current, not make the work feel heavier than it already is.
Human approval stays in place for critical changes.
The first build stays narrow so the team can put it to work without waiting on the whole system.
Greenlit keeps the work in one place instead of sending the team back into inboxes and sheets.
Core promise
Less admin around the work that matters, more visibility where the team needs it, and a system that can grow into the full DayDream OS.
Next steps
1. Review the proposal and confirm the phase-one shape.
2. Confirm the highest-priority workflow needs for phase one.
3. Review a revised prototype shaped around DayDream’s workflow.
4. Decide whether there is a pilot path, a broader partnership path, or both.
5. Lock scope, pricing, and timing for the first build and the milestone rollout beyond it.
Email Greenlit
12