How do you plan and track client work?
We split each job into tasks, each with an owner and a date, on the task board in our CRM (Twenty). Code changes are tracked in GitHub as pull requests, and plans, notes and reports live in Google Docs and Sheets. You don't need to log in to any of it. We keep you posted by email, on scheduled calls and in reports.
Where the plan lives
- Tasks: each job is split into tasks with an owner and a date, on our task board in Twenty.
- Code: every change is a GitHub pull request.
- Plans, notes and reports: Google Docs and Sheets. Meeting actions from our calls become tasks on the board.
How you hear about it
We send updates by email, on scheduled calls and in reports. Where reporting is part of the job, the numbers come from the tracking, through Looker Studio dashboards.
A plan isn't a result
A task list shows what we planned, not what worked. The results come from the tracking and the CRM, and we link to them from the plan. See our ongoing management service.
The tools in this answer
Twenty CRMOur CRM and task board, on our own server with no per-user fees. Leads from our contact and landing-page forms and our Meta lead forms land in it as a person and a deal, with the campaign they came from attached.CRM
Google WorkspaceWhere our own work happens. Mail, calendar, Docs, Sheets and Chat share one login, and a new website enquiry lands in a Chat space the moment it's saved.Strategy
GitHubWhere our code lives. Code changes are pull requests that are read first, and CMS edits are commits that run checks before they deploy.Tech
Looker StudioWhere our client reports live: weekly and monthly dashboards the whole team can open, built on data we've checked.Reporting
Also worth asking
Other answers about the same tools.
What is ongoing management, support, and reporting?
It means we don't launch your marketing and leave. We keep running and improving your ads, website and tracking on a retainer, and send reports that show what's working and what we'd change.
What’s included in your performance reporting?
Spend, leads or sales, and cost per result by channel, using data we've checked first. Reports sit in a Looker Studio dashboard you can open any time, and each one ends with what we'd push, fix or stop.
How do you ensure continuous optimisation of my marketing?
We review your ads, website and CRM data on a regular rhythm and pick the biggest fix. That might be a test, a creative refresh, a landing page change or a tracking repair.
How do you communicate updates and results to clients?
By email, scheduled calls and reports, with a chat channel for anything urgent. You can reach us whenever you need to, and we keep updates short so they don't eat into your day.
What happens during onboarding for ongoing support?
You fill in a questionnaire so we understand your business and sector. Depending on the project, we then review your current marketing, website and analytics, and agree a plan for what to fix and improve first.
Still have questions?Talk to us
Bring your numbers.
We'll tell you if the spend makes sense.
- A 15-minute callYour goals, your challenges, and whether we're the right fit.
- A 1-hour discovery callWe dig into your numbers. Worth a hundred emails.
- A concrete planAds, a custom build or both, as a one-off project or ongoing.