Product Overview
Agencies run on retainers, deliverables and billable hours, which most generic business templates were never built to track. Operations Hub for Agencies takes the proven Business Operations Hub framework and rebuilds the terminology, sample data and KPIs specifically around agency work: client pipeline stages, project delivery, retainer revenue and team utilization.
It stays a single Excel workbook, so there is nothing new to install and nothing to log into. Fill in your own clients and campaigns and the formulas, charts and status colors do the rest.
Key Features
- Client Pipeline & Onboarding tab — move prospects through stages from first contact to signed retainer.
- Project Delivery Tracker — deliverable status, deadlines and progress bars per client project.
- Retainer & Revenue Management — track monthly retainer values and recognize revenue automatically.
- Team Utilization & Billable Hours tab — see who is over or under capacity at a glance.
- Creative Brief Library — a centralized place to store and reference past briefs.
- Campaign Performance Dashboard — a summary view of active campaigns and results.
- Auto-calculating formulas — revenue, margins, KPI achievement and budget usage update as you type.
- Conditional formatting and dropdowns — color-coded status flags and pre-built menus for consistent entries.
What’s Included
6 files, delivered as one ZIP (XLSX, TXT, MD).
- Product/Operations_Hub_for_Agencies.xlsx — the agency-specific operations workbook.
- Bonus/Business_Metrics_Cheat_Sheet.txt — KPI reference with definitions and benchmarks.
- Bonus/SOP_Template.md — a reusable Standard Operating Procedure template.
- Documentation/Quick_Start_Guide.txt — setup instructions.
- Documentation/README.txt — file overview and tab-by-tab notes.
- License/License.txt — usage terms.
Who This Is For
- Creative and marketing agency owners who need one file that shows every client and campaign at once.
- Account managers tracking multiple retainers and deliverable deadlines.
- Agency operations leads monitoring team capacity and billable hours.
- Freelance collectives that operate like a small agency but do not want dedicated software.
- New agency founders who want a professional operations system from the first client.
Why Choose This Product
- Agency terminology built in — retainers, briefs and campaigns instead of generic business fields you would have to relabel yourself.
- Utilization visibility — the billable hours tab flags overloaded team members before deadlines slip.
- No new software — works in Excel, Google Sheets and LibreOffice Calc.
- Fully editable — rename fields, add clients or adjust formulas to match your own service lines.
How To Use
- Open Documentation/Quick_Start_Guide.txt for setup steps.
- Open Product/Operations_Hub_for_Agencies.xlsx in Excel, Google Sheets or LibreOffice Calc.
- Replace the sample clients and campaigns on the pipeline and delivery tabs with your own accounts.
- Enter retainer values and team hours, then confirm the utilization and revenue formulas update.
- Use Bonus/SOP_Template.md to document your onboarding or delivery process.
Frequently Asked Questions
What format are the files? One ZIP with 6 files: the agency workbook in XLSX, two bonus references in TXT and MD, a Quick Start Guide and README in TXT, and the licence in TXT.
Can I edit the files? Yes, every tab, field and formula is unlocked so you can relabel columns, add clients or adjust the calculations for your agency’s structure.
What software do I need? Microsoft Excel 2016 or later for full feature support, or Google Sheets and LibreOffice Calc 6 or later for most features.
Is this for personal or commercial use? Yes. The licence covers personal and commercial use within your organization, including running your agency’s real client work on it. Resale, public redistribution and use inside a competing digital product are not permitted.
What is the refund policy? As a digital download the workbook is non-refundable once downloaded. If your file is missing or corrupted, contact us and we will send a replacement.
Can I track multiple clients at once? Yes, the Client Pipeline and Project Delivery tabs are built as tables you can extend with as many client rows as you need.
Is this different from the general Business Operations Hub? Yes, it uses the same underlying framework but with agency-specific tabs, terminology and sample data for retainers, briefs and campaigns.
Does it include sample data? Yes, each tab ships with sample client and campaign entries so you can see the formulas working before entering your own.
Bonus Materials
Two extras are included at no additional cost: the Business Metrics Cheat Sheet, covering more than 25 KPI definitions with formulas and benchmarks, and the SOP Template, a ready structure for documenting onboarding, delivery or review processes specific to your agency.
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