Marketing agency with campaigns and client reporting in one place
Client campaigns in one calendar, content calendar with approvals, integration with Meta Ads and Google Ads for measurement, and monthly client reports.
Common pain points in this segment
- Content calendar for 20 clients in 20 separate Notion workspaces
- Post approvals run over email
- Client reports built in PowerPoint
- Time tracking handled ad hoc
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
CRM
Client record with brief, campaigns, and financial details.
Open moduleProjects
Content calendar with planned posts and client approvals.
Open moduleMarketing
The agency's own acquisition campaigns.
Open moduleFinance
Time tracking, retainers, and media commissions.
Open moduleDocuments
Creative assets, copy, and video with versioning and approvals.
Open moduleReporting
Monthly reports with KPIs from Meta Ads and Google Ads.
Open moduleEvents
Plan client events with registration.
Open moduleHow it works in practice
Post approval
The copywriter prepares a post, the client clicks approve, and the post is published.
Monthly report
The system pulls data from 5 Meta Ads accounts and generates a PDF report.
Typical integrations for this segment
- Meta Ads
- Google Ads
- Google Analytics
- Mailchimp
- Slack
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