A marketing and branding consultancy runs several clients at once under very different arrangements: fixed monthly retainers for managing social accounts and content, alongside fixed-scope projects like a full brand identity or a seasonal ad campaign whose media budget is spent on the client's behalf across multiple platforms. Content deadlines and campaign result reviews for several clients routinely land in the same week.
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Every new client starts by setting the type of engagement through Customer accounts, a fixed monthly retainer or a scoped project, with the project opened as its own card in Projects carrying its final deadline and creative milestones. When ad spend goes out on a client's behalf on a given platform, it is logged against that same project through Expenses, so it can be recovered later on the e-invoice issued to the client. Monthly retainers, by contrast, invoice themselves automatically on the same date each month with no manual re-setup, so every recurring and campaign-driven riyal of revenue lands in the financial ledger the moment it is collected.
Each client's monthly retainer invoice is issued automatically on the same date every month by Customer accounts, with no manual re-setup, so recurring account-management revenue lands in the financial ledger on schedule.
Every ad campaign or brand identity project opens as its own card in Projects, carrying its final deadline and creative milestones, so several campaigns for different clients are tracked at once without crossing wires.
Every riyal spent on ad platforms on a client's behalf is logged against their project through Expenses, then recovered automatically on the e-invoice issued to them later, with no separate manual tally.
Customer accounts hold each client's contract type, retainer or project, along with a history of past identities and campaigns delivered, making it easy to renew a subscription or price a new project accurately.
Departments switched on automatically on top of Sales, Customers and Financials — the core three every business gets anyway — to cover what a Marketing & branding consulting office specifically needs.
Booking and tracking customer appointments
Not a generic invoice template — a Marketing & branding consulting office invoice carries the fields you actually need.
The same Artos departments, with fields and screens tuned to how each one works.
Every business in this sector has its own page and its own photo.
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