Most engagements move through the same five stages. The first three happen before a retainer begins; the last two repeat every month for the duration of the engagement.
A 30 to 45 minute conversation to understand what the client is working on, who is currently producing their marketing output, and what they need from a production partner. We use this call to decide whether our scope is a fit. If it is not, we will say so and try to point to firms that might be.
Within roughly one week of the introductory call, we share a written scope draft. It defines the deliverables, the monthly cadence, the review process, and the proposed retainer fee. The draft is a working document — most engagements go through one or two rounds of revision before signature.
Once scope is agreed, we sign a service agreement covering term, fees, IP, and confidentiality. Onboarding takes one to two weeks: we collect brand assets, access to relevant tools and platforms, and any historical performance data. We also schedule the recurring meeting cadence.
Each month follows a predictable arc. The first week is planning and brief-setting; the second and third weeks are production and review; the fourth week is delivery and performance reporting. We hold a standing weekly check-in with the client lead and a monthly review meeting with the wider stakeholder group.
Every three months, we hold a longer review session. We look at what produced results, what did not, and what should change in the next quarter's scope. Adjustments are documented as an amendment to the retainer agreement.
Most day-to-day communication happens in a shared Slack or Notion workspace agreed at the start of the engagement. Email is reserved for formal correspondence, deliverable handoff, and invoicing. We avoid moving substantive discussion into one-off text messages.
One scheduled 30-minute weekly check-in. One 60-minute monthly review. Quarterly review sessions are 90 minutes. We try to keep ad-hoc meetings limited so production time is protected.
Every deliverable goes through a documented review cycle: draft, client review, revision, final approval. We default to two rounds of revision per deliverable. Additional rounds are accommodated within reason; persistent scope creep is flagged at the quarterly review.
Monthly reports are delivered within five business days of month-end. They cover production output, channel performance, and any notable observations. Dashboards are available continuously between reports for clients who want live visibility.
We do not hold client advertising budgets, run client funds through our accounts, or host client content on our own infrastructure. Clients maintain control of their advertising accounts, payment instruments, and publishing platforms; our role is to operate those assets under client billing.
We are happy to set up an introductory call to see if our scope fits what you are working on.
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