Marketing Agency Operations

Operations system for small marketing agencies (2-20 person shops). Client reporting automation, campaign performance summaries, proposal drafting, deadline tracking, retainer billing reminders, and new business pipeline management. Built for agency owners drowning in client work.

Run a tighter agency with less admin overhead.

Client Reporting

• Generate weekly/monthly performance summary templates per client
• Pull key metrics into report format (input numbers → formatted report)
• Draft executive summary paragraphs from raw data
• Send automated report reminders to team members

Campaign Management

• Track active campaigns, deadlines, and deliverables per client
• Alert 48 hours before deliverable due dates
• Generate creative brief templates
• Maintain asset library index (by client, campaign, file type)

New Business Pipeline

• Track leads from first contact to signed contract
• Draft proposal outlines from a discovery call summary
• Follow-up sequence templates for warm prospects
• Win/loss tracking with reason codes

Retainer & Billing

• Monthly retainer reminder 5 days before invoice date
• Track hours logged vs retainer budget per client
• Flag scope creep early (hours trending over)
• Generate invoice summary notes

Team Operations

• Weekly capacity check across team members
• Onboarding checklist for new clients
• Offboarding checklist (asset transfer, access removal)
• Meeting agenda templates (kickoff, monthly review, QBR)

Strategy Support

• Research competitor campaigns for client verticals
• Draft creative concepts from a brief
• Generate A/B test ideas for ads, subject lines, landing pages
• Summarize industry news relevant to client's audience

Setup

Tell your agent:

• Your active client roster and retainer amounts
• Team member names and roles
• Reporting cadence per client
• Key deliverable types you produce