- 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 → 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