Digital Agency Playbook

Explore

Clients

Finding and keeping the core piece of the business happy

Your clients are the core of your business, and your personal relationships with them can determine much of the outcome of the digital agency.

Many digital agencies are using

Hubspot's CRM⁠

as it's free to start with for any company. There's a growing number of Hubspot agency partners who get the Pro editions for free as well. It's a good product and a great start if you don't have a CRM yet.

With that said, there are many times where you need client data in other forms or to connect to things like your project pipeline. Here's what a light CRM looks like in Coda.

Clients

Clients

Company Name

Point of Contact

Status

Projects

Retainer Usage

Newbies

Lauren Newson

Lead

Cedar Inc

Elsa Sohmbröm

Active

Cedar Inc - Website Redesign

Cedar Inc January 2020

Cedar Inc February 2020

Barnyard Soils

Jake Heckles

Active

Barnyard Soils - Social Media Campaign

Barnyard Soils - SEO / PPC

Barnyard Soils January 2020

Overlake

Jason Hu

Active

Overlake - Hubspot onboarding

Overlake January 2020

Bear Creak Co

Cindy Johnson

Potential

Bear Creak Co - Landing Page

Butter Churn

José Gonzalez

In-active

There are no rows in this table

⁠

And if you want to see it more as a CRM would render...

Active Clients

Active Clients

Cedar Inc

Elsa Sohmbröm

Barnyard Soils

Jake Heckles

Overlake

Jason Hu

Cedar Inc

Status

Active

Point of Contact

Elsa Sohmbröm

Projects

Project

Budget Used Precent

Weekly Update

Start

End

Stage

Website Redesign

40%

6/24/2020

9/14/2020

🖋 In Proposal

There are no rows in this table

Retainer Usage

Month

Points Get

% Points Used

January 2020

67%

February 2020

83%

There are no rows in this table

⁠

Image credit:

https://www.behance.net/gallery/95479797/Hedvig-Nice-Insurance-for-Nice-People⁠

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.