Getting Started with ShotDesk
Welcome to ShotDesk — the all-in-one operating system for creative agencies.
1
Create your account
Sign up at shotdesk.co and start your 14-day free Pro trial. No credit card required.
2
Add your first client
Navigate to Clients → New Client. Fill in their name, company, and contact details. An onboarding checklist is automatically created for each new client.
3
Send the onboarding intake form
Inside the client record, click "Send Intake Form" to generate a unique link. Your client fills it out — their brand info, goals, and preferences — and it's saved directly to their profile.
4
Create a project
Go to Projects → New Project and link it to your client. Set a deadline and track progress through your kanban board.
5
Generate your first script
Navigate to Scripts, choose your industry and tone, and let the AI generate a production-ready script in seconds.