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Agency workflow

Agency project management without turning account management into data entry.

Keep client requests, active production, internal review, client review, revisions, and delivery visible while recurring retainers and team workload stay attached to the same execution system.

Where agency work gets messy

Requests arrive everywhere

Email, chat, calls, and “one quick thing” requests need one visible intake path.

Review becomes invisible WIP

Separate internal and client review so waiting work does not look finished.

Retainers repeat

Recurring deliverables should return automatically instead of relying on memory.

A useful agency board

  • Requested / Needs brief
  • Ready / Prioritized
  • In production
  • Internal review
  • Client review
  • Revisions
  • Approved / Delivered

Make workload visible before deadlines break.

A good agency board shows both what clients are waiting for and who already has too much in progress.

Try Strikd for an active client