sales
Follow up on leads and prepare quotes.
the creative agency template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
planning
Schedule appointments and tasks.
content
Write copy, blogs and newsletters.
social media
Schedule posts and keep up with replies.
sub-agent
team lead
Split up questions and bring the answers together.
orchestrator
bookkeeping
Invoices, reminders and the books.
research
Track the market and competitors.
sub-agent
quotes
Turn requests into a quote.
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
clients and projects
Leads, quotes and the schedule.
works with studio and back office
studio
Copy, social and research.
back office
Invoices and the books.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- Asana
- Notion
- HubSpot
- YouTube
- Moneybird
Placed, not connected. You connect them with your own account.
starter documents
- Project brief
- Rate card
- Services and prices
- Brand voice
- Content calendar
- Competitor watchlist
- Month-end checklist
Headings and blanks. Until you fill them in, agents don't guess.
portfolio and cases
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →