PROFESSIONAL SERVICES
Agency CRM — new business, projects and retainers
Interrogate the brief before you write a proposal, track rounds and approvals, and report in a way that keeps the retainer.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“Three rounds became seven because feedback arrived in pieces from four people.”
- 02
“A project stalled for a fortnight waiting on copy and photos.”
- 03
“A monthly report was a dashboard screenshot and the client cancelled anyway.”
THE SYSTEM
The marketing agency system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- New Business
- Projects
- Retainers
3 forms
- Tell us what you need
- Project brief
- How did we do?
2 booking links
- A brief session (60 min)
- Monthly retainer review (30 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to next-day callback
- brief session booked prompts reviewing what they do now
- proposal follow-up
- won opens the project with the approver named as the first task
THE INSIGHT
“Projects die in approval, not in production. Naming one approver at kick-off and consolidating feedback into a single document before actioning any of it is the difference between a three-round project and a seven-round one. **CTA** · See how an agency runs on it **Meta** · *Marketing Agency CRM & Project Workflow | Penguin Pilot* — Interrogate the brief, track rounds and approvals, and report in a way that renews the retainer. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES