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Playbook for Digital Agencies
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Playbook for Digital Agencies
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
Growth-Driven Design
Continuous Improvement
With a launchpad site live and collecting user data, you can start identifying the high-impact actions you can take to grow your business.
Plan
Determine an area of focus
User experience (UX) research
Brainstorm action items
Prioritize wishlist
Pull top action items into build sprint
Write action item card
Build
All-team sprint to build
Set up experiments
Learn
Review results
What did you learn?
Publish findings
Transfer
Share user learnings
Ask questions
Consistent user experience
Collaboration opportunities
Continuous Improvement Deliverables
Continuous Improvement Deliverables
5
Goals
Ideas
Notes
Stage
Status
Goals
Ideas
Notes
Stage
Status
1
Increased Leads
Create a content offer for our flagship product.
♻️ Continuous Improvement
Complete
2
Web Traffic
Look up keywords and implment around our products and services.
♻️ Continuous Improvement
3
Increased Leads
Implement a chatbot that qualifies visitors and hands them relevant items from our knowledge base.
♻️ Continuous Improvement
Complete
No results from filter
How are we tracking / "End of Month Report"?
Status driven, activity based, what we completed.
Parking Lot Goals 2 2 2
Parking Lot Goals 2 2 2
5
Retainer
Goals
Ideas
Notes
Stage
Status
Retainer
Goals
Ideas
Notes
Stage
Status
2
Increased Leads
Create a content offer for our flagship product.
♻️ Continuous Improvement
Complete
Web Traffic
Look up keywords and implment around our products and services.
♻️ Continuous Improvement
Cedar Inc January 2020
1
Increased Leads
Implement a chatbot that qualifies visitors and hands them relevant items from our knowledge base.
♻️ Continuous Improvement
Complete
View of Goals 2
View of Goals 2
2
Focus Areas
KPI's
Target Goal
Stretch Goal
Month 1
Month 2
Month 3
Q1 Total
Focus Areas
KPI's
Target Goal
Stretch Goal
Month 1
Month 2
Month 3
Q1 Total
1
Web Traffic
Visits to Home Page
Visits to Content Offers
2800 Visits Per Month
4500 Visits Per Month
1500
2500
3500
7500
2
Increased Leads
Submissions to our contact us page.
More submissions and downloads of our content offers.
300 New Contacts Per Month
400 Contacts Per Month
230
270
410
910
3
Industry Thought Leadership
Visits to our blog
Visits to our online knowledge base.
30 Subscriptions to our blog and knowledge base per month
45 Subscriptions to our blog and knowledge base per month
30
40
50
120
There are no rows in this table
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