Operations system for small marketing agencies (2-20 person shops). Client reporting automation, campaign performance summaries, proposal drafting, deadline...
name: marketing-agency-ops
description: 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.
Marketing Agency Operations
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 β 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
