Agency project management workflow

Move client work from brief to approved delivery

Create a clear operating path for intake, assignments, milestones, feedback, revisions, invoices and verified payment records.

Agencore agency analytics showing revenue, receivables, project distribution and delivery health

Client delivery•Monthly retainers•Finance tracking•Agency analytics

A complete workflow

From client request to a verified payment record

Keep responsibility and the next action visible at every stage.

Create the order

Record scope, value, dates, package and the linked client.

Assign the right people

Connect internal members or talent to the work they own.

Review and approve

Share milestones, files and revisions through a controlled client flow.

Close the financial loop

Issue invoices, verify payments and retain a clear project ledger.

Give your agency one place to move work forward

Start with your projects, clients and team. Add financial and reporting workflows as your operation grows.

Agency project workflow

Define the owner and next action at every stage

Start with the brief and agreed scope

Select the client and service, capture the required intake information and define the delivery expectations. Keep additional requests separate from the original scope so an agency can review the price and timeline implications before changing the agreement.

Assign milestones and review responsibility

Break the order into deliverables with an owner and a due date. Team members can submit work for internal review before it is delivered to the client. Use the project history to see which decision moved the work forward and where attention is still required.

Record client feedback and final delivery

Keep revisions and approvals with the deliverable rather than relying on a private chat as the only history. A repeatable review process helps the team know whether to continue production, make a revision, or close the delivery stage.

Follow up on billing without cluttering the work list

Keep invoice and payment records tied to client work. Recurring subscription payments belong in retainer billing, while actual delivery tasks remain on the project list. Review both delivery risk and overdue collections during your agency operating review.

Read the agency workflow template