Creative agency blueprint
Retainers, campaigns and deliverables that actually ship.
Digital, creative and marketing agencies running client retainers and campaign work. Deliverables move through their own review stages, and the retainer bills itself.
Sound familiar?
01
Retainer hours evaporate
Monthly hours delivered but never reconciled against the agreement.
02
Ad spend and outcomes disconnected
The client asks what the budget achieved and the answer lives in five dashboards.
03
Review cycles drag
Concept approvals get lost in email chains and the deadline slides.
The Creative agency blueprint
What installs when you pick Creative agency.
Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.
Pipeline stages New Business Pipeline
- 1New Enquiry
- 2Discovery Call
- 3Proposal Sent
- 4Negotiation
- 5Won
Custom fields on top of the standard ones
| Field | Type |
|---|---|
| Services Required | multi-select |
| Monthly Media Budget | currency |
| Monthly Retainer | currency |
| Approval Turnaround (days) | number |
| Channel | dropdown |
| ROAS | number |
Starter catalog one click seeds these as real products and services
- Social Media Retainer
- SEO Retainer
- Google Ads Management
- Brand Identity Package
- Website Design & Build
- Creative Hour
Built for how creative agency actually works.
- Client retainers billed automatically on a recurring subscription
- Campaign records tie spend to source, clicks and conversions
- Deliverables move through internal review, client review and approved
- AI drafting helps with copy, pitches and reports inside the platform
Blueprints stack. Run Creative agency alongside any other blueprint in the same workspace, and switch later without losing records.
Your creative agency workspace, live in about two minutes.
Pick the Creative agency blueprint during signup and start the 21-day free trial. No card needed to look around.