Agencies
Review request rep
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.
Common
For marketing and creative agencies
Retainer invoice sender
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.
- QuickBooks
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsOn the 1st of every month
- 1Make this month's retainer invoices in QuickBooksQuickBooks
- 2Add any extra work you approved during the monthQuickBooks
- 3Check each total against the client's agreed retainerQuickBooks
- 4Ask you first before sending the invoicesHe asks you first
- 5Send them from QuickBooks with a pay linkQuickBooks
- 6Text you the total billed and what is still unpaid
- What you getRetainer invoices out on the 1st, each checked against what the client agreed to pay.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for marketing and creative agencies
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Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
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Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
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Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.