The firm
The agency designs and builds websites, runs social media and SEO retainers, and delivers brand identity and paid campaigns for retail and healthcare brands.
What made the work hard
- Retainers grew in scope while fees stayed the same.
- Website projects waited weeks for client content.
- Nobody could say which clients were profitable.
How they set up MSMEPulse
- Chose Digital & Creative Agency at signup, with templates for websites, social media retainers, SEO, brand identity and paid campaigns.
- Ran each retainer as a project and logged the team's time against it.
- Put client content and access on each project's checklist.
The templates for Digital & Creative Agency in MSMEPulse: Website design and build, Social media retainer (monthly), Brand identity design, SEO retainer (monthly), Performance marketing campaign, Corporate video production, Content writing retainer (monthly).
A typical month
Retainer projects open each month with an approved content calendar. Website projects show which client inputs are outstanding. At month-end, the account director reviews hours on each retainer against the fee, and quotes extra requests as proposals. Retainer fees and website milestones are invoiced on time, with payment links.
What changes
- Hours against each retainer show where scope has grown.
- Missing client inputs are visible and chased early.
- Extra work is quoted and billed instead of absorbed.
See it with your own industry
Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.
