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.

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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

  1. 1New Enquiry
  2. 2Discovery Call
  3. 3Proposal Sent
  4. 4Negotiation
  5. 5Won

Custom fields on top of the standard ones

FieldType
Services Requiredmulti-select
Monthly Media Budgetcurrency
Monthly Retainercurrency
Approval Turnaround (days)number
Channeldropdown
ROASnumber

Starter catalogue 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

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Marketing & Creative Agency blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Marketing & Creative Agency blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Marketing & Creative Agency Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Marketing & Creative Agency blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Marketing & Creative Agency Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Marketing & Creative Agency blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Marketing & Creative Agency Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how creative agencies actually work.

  • Client retainers on a recurring subscription you set up, with each invoice created as a draft
  • 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, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Consulting5 stages · New Enquiry → Engagement Active Sales teams6 stages · New Lead → Closed Won IT services and MSP6 stages · New Enquiry → Completed

See all 25 blueprints →

Your creative agency workspace, live in about two minutes.

Choose Creative agency when you sign up and start the 21-day free trial. No card needed to look around.

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