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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
Strategy
Develop an empathetic understanding of your audience's world and how the website can solve problems along their journey.
Sometimes, this is coupled as its own product, sort of like a longer sales process. Whole agencies are built around this service.
Strategy Sprint Workshops
Goals Workshop
Score Card Workshop
Buyer Persona Workshop
Not in this playbook, but often done
Fundamental Assumptions Workshop
Journey Map Workshop
Jobs To Be Done Workshop
Parking Lot Wish List Generation Workshop
Deliverables
Parking Lot List
Not in this playbook but often done:
Tech Stack Documentation
(SEO) Keyword Research and Strategy
Brand Audit
Social Media Audit
Website Audit and Map... could visual in Coda
Global Strategy Summary
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