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Digital Agency Playbook
A playbook for agencies
Business model
Workflows
Agency Team
Clients
Estimates
Projects
Retainers
Tasks
Resourcing
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Retainers
Retainer Tracker
Retainer Tracker
Set up recurring work contracts
Set up recurring work contracts
To do:
Next period button + automation
Retainer Usage
Retainer Usage
0
Retainer Name
Client
Month
Points Get
Points Used
Points Available
% Points Used
Retainer Name
Client
Month
Points Get
Points Used
Points Available
% Points Used
1
@
Cedar Inc
@
January 2020
Cedar Inc
January 2020
30
20
10
67%
2
@
Barnyard Soils
@
January 2020
Barnyard Soils
January 2020
10
15
-5
150%
3
@
Overlake
@
January 2020
Overlake
January 2020
50
32
18
64%
4
@
Cedar Inc
@
February 2020
Cedar Inc
February 2020
30
25
5
83%
There are no rows in this table
Retainer Contracts
Retainer Contracts
0
Client
Points per month
Create next month button
Client
Points per month
Create next month button
1
Cedar Inc
30
[TKTK]
2
Barnyard Soils
10
3
Overlake
50
There are no rows in this table
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