Saturday, October 10

Agency overview

Everything moving across your clients today: money, media and the work that gets it out the door.

Open task board

Monthly retainers

$33,500

5 active clients

Live campaigns

5

1,726 leads generated

Open tasks

9

1 past due

Outstanding

$25,700

$4,500 overdue

Live campaign budgets

All campaigns

  • Autumn Subscription Drive

    $7,400 / $12,000

    Fernhill Coffee Roasters · Paid Social · ends Nov 15

  • Founder Thought Leadership

    $11,800 / $15,000

    Lumen Fintech · Content · ends Nov 30

  • Winter Gear Email Series

    $5,200 / $7,500

    Northpeak Outdoor Gear · Email · ends Dec 10

  • Holiday Collection Launch

    $6,100 / $20,000

    Alder & Oak Furniture · Google Ads · ends Dec 20

  • New Patient Local Search

    $4,300 / $6,000

    Brightwave Dental · SEO · ends Dec 31

Spend by channel

  • Google Ads$15,750 · 403 leads
  • Content$11,800 · 204 leads
  • Email$7,580 · 628 leads
  • Paid Social$7,400 · 318 leads
  • SEO$4,300 · 96 leads
  • Influencer$3,100 · 77 leads

Next up

Board
  • PN

    Send winter email batch 2

    Northpeak Outdoor Gear · due Oct 9

    overdue
  • JW

    Rebuild retargeting audiences

    Lumen Fintech · due Oct 11

    high
  • LM

    Approve holiday ad creatives

    Alder & Oak Furniture · due Oct 12

    high
  • SR

    Monthly SEO report for Brightwave

    Brightwave Dental · due Oct 14

    medium
  • MO

    Influencer contract renewals

    Northpeak Outdoor Gear · due Oct 15

    medium
  • PN

    Write 4 autumn blog posts

    Fernhill Coffee Roasters · due Oct 16

    medium

Awaiting payment

Invoices

  • Fernhill Coffee Roasters

    INV-1044 · due Sep 29

    $4,500

    overdue

  • Lumen Fintech

    INV-1046 · due Oct 15

    $9,500

    sent

  • Brightwave Dental

    INV-1045 · due Oct 15

    $3,200

    sent

  • Northpeak Outdoor Gear

    INV-1047 · due Oct 31

    $8,500

    sent

Collected to date: $24,000