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- Agencies PM
- Who it's for
- Marketing agencies
Marketing agencies
A marketing agency can run campaign delivery from its client project. Work packages hold production scope, tasks name the people preparing assets, and creative milestones expose the dates promised for review. The Delivery Lead can read budget, schedule and open risks before changing a campaign plan.
How Agencies PM is set up for you
Set the campaign scope
Put the client organization, dates, budget and engagement model on the project.
Plan production
Give a package owner and estimate to campaign work, then assign the asset tasks.
Follow approvals
Record a review decision against the intended deliverable and keep its attachment URL with the project evidence.
Reconcile hours
Contributors submit dated project time; the workflow records valid approval for the finance handoff.
A marketing agency can run campaign delivery from its client project. Work packages hold production scope, tasks name the people preparing assets, and creative milestones expose the dates promised for review. The Delivery Lead can read budget, schedule and open risks before changing a campaign plan.
A practical example is a campaign project, dated creative milestones and named package owners. A launch campaign has a presentation due Thursday. A vendor delay makes an asset task Blocked and puts the checkpoint at risk. The Project Manager opens the package to see the assignee and revised estimate; the Delivery Lead follows the open vendor risk in the delivery exception queue. If the client asks for different copy, a revision request keeps that feedback on the project while the team decides what can still be delivered Thursday.
Pilot one active campaign with its organization, package, tasks, team members and creative checkpoint. Record a vendor risk with owner and mitigation, then block an affected task so it appears in the saved list. Submit positive billable time and inspect the decision and receipt; try invalid hours to confirm the failed attempt. Compare capacity and assigned estimates before moving the campaign deadline.
Features to start with
Roles on the team
- Delivery Lead
- Owns engagement health and decisions across assigned client projects.
- Project Manager
- Plans packages, assignments and milestone follow-up for client work.
- Studio Contributor
- Carries out assigned tasks and records work and feedback.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.