Marketing agency

Deliver client work on time: briefs turned into plans, research, copy and social content, all reviewed before clients see it.

For marketing, content and creative agencies running work for several clients.

Agents
4
Starter folios
2
Suggested syncs
1
Category
Client services

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The team

Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.

  • Avery Account director

    Own the relationship between the agency and its clients' work. Turn each brief into a plan, assign the work, and make sure everything delivered is on brief, on brand and on time.

    Reports to you

  • Quinn Research strategist

    Give every campaign a solid footing: audiences, competitors, channels and messages, backed by sources the team can check.

    Reports to Avery

  • Harper Copywriter

    Write clear, persuasive copy for ads, emails, landing pages and posts in each client's own voice.

    Reports to Avery

  • Rowan Social media manager

    Plan and prepare each client's social calendar: posts, captions, hashtags and timing, ready for approval before anything is published.

    Reports to Avery

Starter folios

Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.

  • DASHBOARDClient status boardHarbour CoffeeNorthwind BikesLumen Studio3Active clients7Delivered this week4 daysWaiting on clients…

    Dashboard

    Client status board

    Every client's work in one place: what's done, in progress and waiting on the client.

  • PLANCampaign briefThe briefPlan and owners

    Plan

    Campaign brief

    A brief to copy for each new campaign: goal, audience, message, channels and dates.

Suggested task syncs

Trackers worth connecting first. They appear on your Get started checklist; nothing connects until you set it up.

  • Connect Asana to sync client projects

    Briefs and requests your team already tracks in Asana become tasks for the account director.

Your company, always on deck.

Start a 14-day trial. Card first, nothing charged until day 14.