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Last Updated: May 20, 2026

Slack Canvases

Canvases are a Slack feature that creates a new tab in a channel — a board for lists, checklists, tables, and other persistent info. Tierra uses canvases in three specific patterns.

Internal Client Channels — Client Details

Every internal client channel has a Client Details canvas with key info for the Tierra team to reference anytime.

Owner: The client's assigned Project Manager — responsible for keeping the canvas up to date.

Naming convention: [CLIENT] Client Details

Length rule

Name should not get cut off on a desktop screen. If it does, use a shorter version of the client's name.

What it contains

📋 Client Summary

  • Client Name
  • Client Type (Growth Accelerator, LaunchPad, Project)
  • Website URL
  • CRM (Shopify, HubSpot)
  • Ad Platforms Managed (Meta, Google Ads, AppLovin)
  • Primary KPI Goal (ROAS, CPA, Cost Per SQL)
  • Monthly Budget
  • What Do They Sell (brief description)

🔗 Key Links

  • Internal: Proposal / Audit / Contract, Google Drive Folder, Monday Board, Onboarding Questionnaire Response, Project Pricing
  • Client-Facing: Creative & Copy Approval Sheet, Performance Marketing Brief(s)

🤝 Vendors

  • Designer
  • Copywriter
  • Developer

🖥️ Landing Pages

  • Tierra Landers
  • Non-Tierra Landers

📞 Client Contacts

For each contact:

  • Name
  • Email
  • Position
  • Timezone / Location

External Client Channels — [CLIENT] x Tierra Board

Every external client channel has a Tierra Board canvas with key info for the client team and a list of action items.

Owner: The client's assigned Account Manager — responsible for keeping action items current and chasing follow-ups.

Naming convention: [CLIENT] x Tierra Board

Length rule

Name should not get cut off on a desktop screen. If it does, use a shorter version of the client's name.

What it contains

👥 Your Tierra Team

Lists the assigned Pod members visible to the client:

  • Account Manager
  • Growth Strategist
  • Creative Strategist
  • Meta Media Buyer
  • Google Media Buyer

✅ Your Team's Action Items

Format: Action Item - Date Created - @Responsible_Party

Used to track what we need the client to complete (or what we're doing for them) with clear ownership.

🔗 Key Links

  • Shared Google Drive Folder
  • Creative & Copy Approval Sheet
  • Working With Tierra: Expectations For Success

Vendor Channels — Tierra Invoice Policy

Tierra Invoice Policy is a duplicate canvas applied to every vendor Slack channel. It contains Tierra's vendor invoicing policy so every vendor has it in their own channel.

Naming convention: Tierra Invoice Policy

What it contains

Invoice Submission

  • Send invoice(s) to finance@tierraagency.com
  • Required: W9 Form (US only)
  • US Vendors: payment will not be processed until W9 received

Invoice Requirements

  • Company Name or Individual Name
  • Invoice Number
  • Invoice Submission Date
  • Description of Services (include name(s) of client(s) supported)

For wire payment:

  • Bank Name, Bank Address, Bank Account Number, Bank Routing Number
  • SWIFT (Non-US only)

For Zelle / PayPal:

  • Email
  • Phone Number

Payment Schedule: processed on the 10th and 25th of each month.

For the full policy, see Contractor Invoicing.

Other canvases

Tierra is not using any other canvases in Slack at this time. Open to suggestions for canvas patterns that would help the team work better.