Brand consultancies

How Marketing Agency PSA is set up for you

A brand consultancy often sells a defined piece of strategy work and then delivers several creative outputs. Begin with the client account, the engagement's contract value and the manager who can explain the scope. A strategist may record billable service work while a designer owns the deliverable that finance will invoice. The two billing trails need their own review.

Choose a client with a brand refresh engagement and a named manager. Enter the agreed contract value, budget hours and end date. Have a strategist submit a billable service entry for discovery work and let Engagement Manager approve it. Check the review decision and operation receipt. This approval makes the service work visible in Approved Not Invoiced; it does not settle the creative deliverable's billing state.

Assign a designer to one creative deliverable with a due date, amount and engagement. After Engagement Manager accepts it, Finance Manager reviews Deliverables Ready To Invoice and runs the invoice action. Confirm that the deliverable becomes invoiced and that the operation receipt refers to the action. Enter the related payment with the invoice number and due date. Mark it received only after collection is confirmed, then check the separate payment receipt.

For the second rehearsal, omit the deliverable's engagement. The invoice action should leave it approved and record a failed receipt. Correct the reference on the same deliverable before retrying. Agency Partner can then compare delivered value, cost and billed amounts on Engagement Margin Desk and open the engagement behind any margin signal.

[Plan the first cycle](/marketing-agency-psa/implementation).