Blueprint pack
Agency Client Delivery. Ready in minutes.
Complete client management system for marketing, creative, and development agencies.
1Modules and fields1Modules and fields2Views2Views3Automations3Automations
IDEAL FOR
Marketing AgenciesCreative StudiosDevelopment ShopsPR Firms
INCLUDED MODULES · 4
Everything you need, already modeled.
Pre-configured objects with fields, relationships, and views ready to use.
Clients6 fieldsClient companies with contract details, billing info, and relationship historyCompany NameIndustryContract ValueStart DateBilling ContactStatus
Projects8 fieldsIndividual projects with scope, timeline, and budget trackingProject NameClientTypeStart DateDue DateBudgetStatusOwner
Deliverables7 fieldsTasks and assets produced for each projectTitleProjectTypeDue DateAssigneeStatusReview Link
Retainers6 fieldsRecurring monthly work agreementsClientMonthly HoursRateStart DateRenewal DateServices Included
PRE-BUILT VIEWS · 4
Views that are ready on day one.
Saved filters and layouts to see your data the way you need it.
Active ProjectsAll in-progress projects grouped by client
Deliverables This WeekTasks due in the next 7 days
Client Health DashboardOverview of all clients with status indicators
Retainer UtilizationHours used vs. allocated per retainer
BUILT-IN AUTOMATIONS · 3
The routine work, already wired.
Workflows that run automatically based on triggers you define.
Project createdCreate standard deliverable checklist based on project type
Deliverable marked completeNotify project owner, update project progress
Retainer renewal approaching (14 days)Create renewal task, notify account manager
INSTALL
Install in minutes.
Your existing data stays intact. The pack adds new modules alongside what you already have.
1Open MarketplaceGo to Marketplace in your Coherence workspace.
2Find the packFind “Agency Client Delivery”.
3InstallClick Install.
4Make it yoursCustomize fields and automations to match your workflow.
MORE PACKS
Other starting points.
BLUEPRINT PACKConsulting Engagement TrackerSOW-based engagement management for consultants, advisors, and fractional executives.EngagementsDeliverablesMeeting NotesInvoicesView the pack BLUEPRINT PACKService Business StarterOperations management for home services, trades, maintenance, and field operations.JobsCrewsView the pack