This template is designed to help marketing agencies better manage projects for their clients. With it, teams can streamline their work, track projects across multiple clients, create a source of truth for the different versions of their deliverables, and highlight any out of scope projects or asks. The template is organized into dedicated sections, including:
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- Leadership Overview - review projects, billable hours, revenue, team utilization, campaign timelines, active projects, and more from one central interface. Quickly identify at-risk projects and understand your revenue numbers with ease.
- Project Management - organize and update tasks, allocate resources, approve scope changes, and more.
- Creative Team - upload assets for review and track your ongoing tasks and campaigns.
- Client - give your clients a dedicated interface to review assets, track progress, and ask questions.
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This template is fully customizable and we encourage you to make it your own.