Digital Marketing Agency Template
A ready-to-run agency workspace: leads → onboarding → delivery → reporting.
Replace 6–10 tools with one connected OS. This template includes CRM pipelines, shared inbox routing, project templates, client portal views, and reporting dashboards for recurring delivery.
Best for
Includes modules
These modules work better together — the template ships them connected by default.
How the template works
Apply the template, then adjust stages, fields, and automations to match your exact business. Start simple — scale later.
Capture and qualify leads
Centralize inbound leads and route conversations without losing context.
- Shared inbox triage (assign, tag, SLA)
- CRM pipeline stages for qualification
- Auto-create follow-up tasks from inbox threads
Standardize onboarding
Kick off every new client with the same predictable hand-offs.
- Onboarding checklist template
- Welcome email sequence + reminders
- Client portal setup for approvals & assets
Deliver with repeatable projects
Turn services into reusable project templates and weekly rhythms.
- Project templates (SEO, ads, social, content)
- Weekly reporting tasks
- Client-visible milestones
Report outcomes without spreadsheets
Keep performance reporting connected to delivery work.
- Dashboards by client and service line
- Delivery + utilization visibility
- Monthly executive summary structure
Need help tailoring this template?
Tell us your workflow and we’ll help you map the best starting setup — especially if you’re migrating from a big suite.
Template FAQ
Can I preview the template before signing up?
Yes — this public library is designed to show what you’ll get inside UNOBITS. When you start a trial, you can apply the template and tweak it to match your services.
Does this template work for a small agency (1–5 people)?
Yes. The template scales down: use fewer stages and fewer automations at first, then expand as the team grows.