Client projects · Agencies
Run every client engagement from one playbook. These templates cover customer onboarding, the creative-request intake, campaign planning, and the content calendar — so kickoff, production, and reporting share the same boards. Apply one per client and edit it to the scope of work.
Client project templates for agencies — in short
Customer onboarding
Guide new customers from kickoff to value — implementation, training, and a go-live milestone — so onboarding drives activation, not churn.
View templateBrand & creative requests
A single front door for brand and creative work — banners, decks, social, and brand assets — with a brief, review rounds, and a delivered-assets state so requests don't bypass the queue.
View templateCampaign planning
Plan and run integrated marketing campaigns across channels — brief, build, launch, and measure — coordinated as one project with a results readout.
View templateContent calendar
An editorial pipeline from idea to published, with channel labels and a recap loop — your whole content engine on one board.
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