Every client, every retainer, one deck.
Proposals in docs, clients in a spreadsheet, delivery in a board tool, invoices somewhere else. Zetadeck runs the whole engagement, from first call to renewal, in one workspace.
● Free for up to 3 people · pick the Agency template during setup
Client delivery
Sat Jun 14 · Jane DoeYour week, before and after one deck.
Dig out the last kickoff checklist, copy the folder structure, recreate the same ten tasks by hand, and hope nothing gets skipped.
Mark the deal won and the kickoff work appears on the board. The playbook doc keeps the process one click away for the whole team.
Which retainers renew this month, what did we deliver on each, and did the invoice go out? Three tools and someone's memory.
Retainers are pipeline records with MRR and renewal dates. Delivery work links to the client, and finance sees the same numbers.
Two late invoices and a slow month, and suddenly payroll is a question. The spreadsheet never saw it coming.
Cash, burn, and incoming retainer revenue in one live view, so a soft month shows up weeks early, not the day payroll runs.
The modules an agency actually uses.
Turn on what fits, hide what does not. The Agency template starts you with a kickoff checklist, a client pipeline with retainers, and a client playbook doc.
Client pipeline
Prospects, actives, and retainers as stages, with MRR and renewal dates.
Delivery board
Client work tracked by engagement, with blocked reasons visible.
Cash flow
Live balances and burn, with retainer revenue folded into runway.
Playbooks & proposals
Reusable process docs and same-day proposals with AI writing assist.
Calendar
Kickoffs, reviews, and renewal dates in the same workspace as the work.
AI agent
Drafts client updates and status reports straight from board and pipeline state.
Less time running the agency. More time billing hours.
Free workspace in minutes. Pick the Agency template in setup and your checklist, pipeline, and playbook are waiting.
Questions? Talk to us