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- Marketing Agency PSA
- Process
- Engagement delivery
Engagement delivery
An agency starts an engagement for an active client, chooses the manager and sets the budget before staff log work. The engagement record becomes the place to compare contracted value with delivered value. Staff use that engagement reference when adding service entries, time and expenses. This keeps the account owner and delivery manager looking at the same client commitment.
Step by step
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Engagement setup Account Manager
Record client, terms, dates, value and manager.
- Record client, terms, dates, value and manager.
- Updates Client accounts, Engagements
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Work assignment Engagement Manager
Name the engagement manager and team members on their work records.
- Name the engagement manager and team members on their work records.
- Updates Engagements, Team members
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Work capture Delivery Specialist
Submit linked work and cost records.
- Submit linked work and cost records.
- Updates Service entries, Time entries, Expenses
Who does what
Roles and permissions- Account Manager
- , Engagement Manager, Delivery Specialist.
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