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Digital Agency Playbook
A playbook for agencies
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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
1
Company Name
Point of Contact
Status
Projects
Retainer Usage
1
Newbies
Lauren Newson
Lead
​
​
2
Cedar Inc
Elsa Sohmbröm
Active
Cedar Inc - Website Redesign
Cedar Inc January 2020
Cedar Inc February 2020
3
Barnyard Soils
Jake Heckles
Active
Barnyard Soils - Social Media Campaign
Barnyard Soils - SEO / PPC
Barnyard Soils January 2020
4
Overlake
Jason Hu
Active
Overlake - Hubspot onboarding
Overlake January 2020
5
Bear Creak Co
Cindy Johnson
Potential
Bear Creak Co - Landing Page
​
6
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
1
Search
Cedar Inc
Elsa Sohmbröm
Barnyard Soils
Jake Heckles
Overlake
Jason Hu
Cedar Inc
Status
Active
Point of Contact
Elsa Sohmbröm
Projects
Search
1
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
Search
1
2
Month
Points Get
% Points Used
January 2020
30
67%
February 2020
30
83%
There are no rows in this table
⁠


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







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