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Digital and Creative Agency

Websites, branding, social media and campaigns. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
7
Milestones
16
Tasks and sub-tasks
44
Documents to collect
15

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Website design and build

A marketing website from discovery to launch.

  • Fixed price
  • 60 days
  • 3 milestones
  • 12 tasks
  • 4 documents

Milestones and tasks

  1. Day 0Kick-off
    • Discovery workshopManager
  2. Day 25Design sign-off
    • WireframesDesigner
    • Visual designDesigner
  3. Day 60Launch
    • Build the pagesDeveloper
    • Content entry and SEO basicsDeveloper
    • Testing across browsers and devicesDeveloper
    • Go live and hand overManager

Plus 5 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Signed proposal or statement of workFrom the client 路 day 0 路 compulsory
  • Brand guidelines and logo filesFrom the client 路 day 5
  • Final page contentFrom the client 路 day 35 路 compulsory
  • Domain and hosting accessFrom the client 路 day 50 路 compulsory

Social media retainer (monthly)

A month of planned posts, community management and reporting.

  • Retainer
  • 30 days
  • 2 milestones
  • 4 tasks
  • 1 document

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 3Calendar approved
    • Content calendar for the monthManager
  2. Day 30Monthly report sent
    • Design and schedule postsDesigner
    • Community managementJunior
    • Performance reportManager

Document checklist

  • Approved content calendarFrom the client 路 day 3 路 compulsory

Brand identity design

A new brand identity: discovery, logo routes, the chosen identity and brand guidelines.

  • Fixed price
  • 35 days
  • 3 milestones
  • 6 tasks
  • 2 documents

Milestones and tasks

  1. Day 0Kick-off
    • Discovery workshop and brand questionnaireManager
  2. Day 20Logo route chosen
    • Research and mood boardsDesigner
    • Three logo routesDesigner
    • Present and refine (two rounds)Designer
  3. Day 35Brand guidelines delivered
    • Colours, type, stationery and guidelinesDesigner
    • Hand over master filesDesigner

Document checklist

  • Completed brand questionnaireFrom the client 路 day 3 路 compulsory
  • Signed approval of the logoFrom the client 路 day 20 路 compulsory

SEO retainer (monthly)

A month of search engine optimisation: technical fixes, content, links and a ranking report.

  • Retainer
  • 30 days
  • 1 milestone
  • 5 tasks
  • 1 document

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 30Monthly report sent
    • Technical audit and fixesSEO Specialist
    • Keyword plan and on-page updatesSEO Specialist
    • Write and publish articlesWriter
    • Link building and local listingsSEO Specialist
    • Rankings and traffic reportManager

Document checklist

  • Website, Search Console and analytics accessFrom the client 路 day 2 路 compulsory

Performance marketing campaign

A paid campaign on search and social: plan, creatives, launch, weekly optimisation and a results report.

  • Fixed price
  • 45 days
  • 2 milestones
  • 6 tasks
  • 2 documents

Milestones and tasks

  1. Day 10Campaign live
    • Goals, audience and media planManager
    • Tracking: pixels, conversions and UTM tagsSpecialist
    • Ad copy and creativesDesigner
    • Launch the campaignsSpecialist
  2. Day 45Results report
    • Weekly optimisationSpecialist
    • Results report and recommendationsManager

Document checklist

  • Ad account access and billing set-upFrom the client 路 day 3 路 compulsory
  • Approved creativesFrom the client 路 day 8 路 compulsory

Corporate video production

A corporate or brand film from brief to final delivery: script, storyboard, shoot, edit and review rounds.

  • Fixed price
  • 40 days
  • 3 milestones
  • 7 tasks
  • 3 documents

Milestones and tasks

  1. Day 10Script approved
    • Brief and conceptProducer
    • Script and storyboardWriter
  2. Day 22Shoot complete
    • Pre-production: crew, cast, locations and permitsProducer
    • ShootDirector
  3. Day 40Final delivery
    • Edit, music and graphicsEditor
    • Review rounds (two)Editor
    • Colour, sound mix and final filesEditor

Document checklist

  • Approved scriptFrom the client 路 day 10 路 compulsory
  • Location permissions and talent releasesYour team 路 day 18 路 compulsory
  • Signed delivery acceptanceFrom the client 路 day 40 路 compulsory

Content writing retainer (monthly)

A month of written content: blogs, newsletters, website copy or social captions to an agreed calendar.

  • Retainer
  • 30 days
  • 2 milestones
  • 4 tasks
  • 2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 3Calendar approved
    • Topics and content calendarEditor
  2. Day 28Month's content delivered
    • Write the piecesWriter
    • Edit and plagiarism checkEditor
    • Client revisions and deliveryWriter

Document checklist

  • Brand voice guideFrom the client 路 day 2
  • Approved content calendarFrom the client 路 day 3 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

The agency designs and builds websites, runs social media and SEO retainers, and delivers brand identity and paid campaigns for retail and healthcare brands.

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.

Where the work gets hard

  • Retainers grew in scope while fees stayed the same.
  • Website projects waited weeks for client content.
  • Nobody could say which clients were profitable.

What MSMEPulse gives you

  • 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.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

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