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Playbook for Digital Agencies
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Playbook for Digital Agencies
A playbook for agencies
Business model
Workflows
Agency Team
Clients
Bring in new business
Pricing
Proposal Quote Generator
Design Estimate
Projects
Project Reviews
Project List
Project Dashboard
Project Updates Over Time
Design Research
Plan
Participants
Interviews
P1
P2
P3
Findings
Client Collab Doc
Meeting Notes
Client Action Items
Retainers
Growth-Driven Design
Strategy
Goals Workshop
Score Card Workshop
Buyer Persona Workshop
Sort Priorities
Launch Pad
Continuous Improvement
Parking Lot List
Retainer Tracker
Tasks
All Tasks
Team Tasks
My Tasks
Work Zen
Resourcing
Assigning Work
Project Schedule
Time Tracking (WIP)
User Doc
Submit New Timesheet
All My Timesheets
My Reports
Timesheet User Data Tables
User Doc Timesheet Team
User Doc Timesheet Categories
User Doc Timesheet Projects
Teammate Select
Admin Doc
Master Log
Reports
Employee-Specific Views
Morgan
Ellen
Billy
Timothy
Laura
Timesheet Admin Data Tables
Timesheet Team
Timesheet Categories
Timesheet Projects
Utilization Tracker
Calendar
Tools
Content Creation
FB Ads Report
Tools
Content Creation
Automated content creation for social media
Jeremy Corman
Gallery
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