Digital Marketing Agency Template
A ready-to-run agency workspace: leads → onboarding → delivery → reporting.
- Ready on day one
- 14 days free
- Edit anything afterwards
What is already set up when you walk in.
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.
Built for
- Marketing agencies
- Creative studios
- Performance teams
- Client delivery businesses
The rooms it arrives connected to
Not a bundle you are buying — every plan includes all of them. This is simply which ones this template has already wired together for you.
The loop this template sets up.
Apply it, then bend it. Stages, fields and rules are all ordinary settings you can change the moment they stop fitting.
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
Close, but not quite you?
Tell us where it differs — especially if you are moving off a big suite and need the shape of the old thing to survive the trip.
Before you apply it
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.