Marketing Agency
Campaigns and assets — built on the Professional Services core template and adapted to how your marketing agency actually operates. Run your store with stock, sales and the team working from one workspace built for how professional services operates.
Marketing Agency workspace preview
One workspace, your way
About Marketing Agency
A marketing agency delivers creative and strategic work under the perpetual tension of client expectations, campaign deadlines and team capacity. Every client has an active campaign with deliverables, approvals and budget checkpoints — and the agency that manages those threads professionally, while staying ahead on new business, is the one that retains clients year after year.
The operational reality
Account managers are managing client briefs, coordinating creative and media teams, chasing approvals and preparing performance reports simultaneously. Campaign deliverables live in a project management tool that isn't connected to the billing system. Time spent on a campaign is tracked in a separate spreadsheet or a tool that designers and copywriters fill out inconsistently. At month end, retainer billing is straightforward but project billing requires manually reconciling time against scope.
Where growth bottlenecks
- Campaign deliverable tracking and billing system disconnected — time-to-invoice gap allows scope creep to go unbilled
- Creative and media team utilisation not visible at an agency level — over-servicing discovered after the margin is gone
- Client approval tracking informal — version history and sign-off dates not captured, creating disputes on revision count
- New business pipeline management separate from the account management workflow — growth opportunities poorly tracked
How ConfigBiz helps a marketing agency
Starts from the Professional Services core — shared capabilities, terminology and workflows — then configures for marketing agency: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What marketing agency needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a marketing agency actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products & Services
Products/Services keeps the operational detail in one place.
Sales
Keep orders and revenue moving through the business.
Operations
Run day-to-day work without things slipping.
How ConfigBiz fits marketing agency
Start from the Professional Services core (shared capabilities, terminology, workflows) then configure for marketing agency: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your marketing agency business and the way your team prefers since.