Tutorials
- How to Price Marketing Services: Fixed Scope vs. Hourly
Calculate your agency's hourly rate, build scope-based packages, and learn when to bill hourly or use a hybrid model.
- Marketing Services Agreement: The Clauses You Can't Leave Out
The essential clauses in a marketing services contract: scope, revisions, ad spend, ownership, data protection (LGPD), and termination. Have your lawyer review it.
- Agency Cash Flow: How to Forecast the Lean Months
How to build a 12-month forecast with contracted revenue, likely revenue, and seasonal expenses so you can see a cash crunch before it hits.
- How to Manage a Remote Team Without Micromanaging
A shared definition of done, a board with clear waiting statuses, and a fixed meeting rhythm let you track a remote team without chasing status updates all day.
- Short Meetings That Get Things Done: The 15-Minute Rule
The 15-minute meeting rule in practice: an agenda with the expected decision, pre-read materials, three roles, and a wrap-up with tasks.
- Using AI to Write Content Plans and Captions Without Losing the Client's Brand Voice
How to build a brand voice guide AI can follow, ask for content plans and captions the right way, and review them with four checks.
- How to Avoid Rework on Content and Design: The Creative Brief That Works
A seven-field creative brief template, with a filled-in example, to cut revisions on content and design and measure whether rework went down.
- Agency Sales Pipeline: From Lead to Proposal, Step by Step
Six sales pipeline stages for agencies, with the entry criteria, what to record, and the next action for each one, from lead to proposal.
- How to Create Your Monthly Client Report in Less Time
A fixed template, defined data sources, and time set aside for analysis: how to cut the time it takes to close out your monthly client report.
- Kanban Board for Marketing Teams: Which Columns to Use and Why
The seven kanban columns that work for marketing, why each one exists, the columns that get in the way, and rules that keep the board in use.
- Monthly Social Media Content Plan: Template and Step-by-Step Guide
A monthly content calendar template with the fields that prevent delays, plus six steps from reviewing last month to getting client approval.
- How to Track Hours per Client and Find Out Which Contracts Lose Money
A step-by-step guide to tracking hours per client, the formula for contract margin, and what to do when a client costs more than they pay.
- How to Connect ChatGPT to Your Company's Management System (MCP), Step by Step
What MCP is, how to add Scrumboards to ChatGPT with OAuth and which safeguards protect your company's data.
- Client Content Approval: A Workflow That Doesn't Hold Up Publishing
A content approval workflow template with previews, deadlines, statuses and a rule for when the client doesn't respond.
- How to Manage Client Requests at an Agency Without Living in WhatsApp
A four-step workflow that turns every client request into a task with an owner, a deadline, and a status, without giving up WhatsApp.