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Business setup · Professional services

Marketing agency

Briefs to pitches to retainers: a new-business pipeline, monthly retainers invoiced on the 1st, project quotes and every hour logged against the client.

Use in EraAll templates
modules
12
agents
3
workflows
1
sample services
3
site pages
4

What Era prepares for this business

For a digital agency running social media, performance ads, content and brand projects for companies: every brief is a lead that moves to a pitch and a proposal, won clients go on a monthly retainer that invoices itself, one-off projects are quoted and approved before invoicing, the team logs hours against each client so you can see which retainer is over-serviced, and a monthly report task keeps clients happy.

Modules12

  • Sales
  • Quotes
  • Team
  • Invoices
  • Subscriptions
  • Campaigns
  • Inbox
  • Reports
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Brief to proposal

    Reads a new brief, asks for what is missing and drafts the proposal lines.

  • Collections follow-up

    Reminds clients politely before a retainer invoice is due and flags late ones.

  • Collections follow-up

    Chases overdue invoices politely so clients pay without the owner having to ask.

Sample services and prices3

Comes with the setup; swap in your own prices.

Brand and competitor audit₺22,000
Google Business Profile setup₺6,500
Monthly SEO package₺25,000

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Marketing agencyAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Team
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Brief to proposalReady
    • Collections follow-upReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Marketing agency

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era