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- Marketing Agency PSA
- Implementation and migration
How a Marketing Agency PSA rollout works
Start with one client engagement and follow its work to collection.
Agree ownership
Name the Account Manager, Engagement Manager, Delivery Specialist, Finance Manager and Agency Partner for the pilot client.
Map source records
Bring in agency divisions, team members, clients and active engagements with stable codes and agreed billing terms.
Configure a pilot
Use one engagement with submitted service work and an approved creative deliverable. Enter contract value, budget hours, dates and rates with access reviewed.
Rehearse the decisions
Approve a valid service entry and inspect its decision and receipt. Try a nonbillable or unlinked line and confirm it stays submitted. Invoice a valid approved deliverable; check the failed guard with missing amount or engagement.
Reconcile collection
Link a payment to the deliverable, mark a confirmed collection received and inspect its operation receipt. Compare delivered and billed values on the Engagement Margin Desk before release.
What the customer provides
- Client names, account owners, billing terms and active engagement commitments.
- Team members, cost and bill rates, capacity and division ownership.
- Current service lines, creative deliverables, invoice references and payment outcomes.
- The people authorized to review service work, approve deliverables and reconcile finance.
Changing it afterwards
Review changes to statuses, rates, permissions and integrations with their owners. Replay the pilot’s valid and failed approval cases. Keep historical decisions and operation receipts available when a source record changes. Start setup.
Set up Marketing Agency PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.