CX · Customer experience
The moments clients feel.
The moments a design agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Marketing & Creative
What should stay human at a design agency, what an agent can take on, and the roles that make it run.
CX · Customer experience
The moments a design agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
SX · Staff experience
Less admin for the people who work at a design agency, so they can stay present in the work that needs them.
BX · Business experience
Leads, bookings and the numbers behind a design agency. Agents can surface the gaps; the owner still decides.
The people a design agency usually employs. Each card is written for this business, then links out to the full role page.
Role
Manages client communication, briefs, budgets, and approvals across branding, campaign, and design deliverables.
Role
Creates visual concepts, brand assets, layouts, and production ready files for client campaigns and collateral.
Role
Writes brand messaging, campaign copy, website text, and presentation content that supports design projects.
Role
Schedules work, assigns resources, tracks deadlines, and keeps creative jobs moving through review and delivery stages.
Role
Promotes the agency through social posts, portfolio updates, email campaigns, and lead generation activities.
Specialists a design agency often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Produces campaign footage, behind the scenes content, and edited videos when client work requires motion deliverables.
Agency
Supports larger website builds or specialist interface projects beyond the agency's in house design capacity.
Agency
Prepares tax returns, annual accounts, and business advice using the agency's invoices, payroll, and expense records.
If you would like someone to build these flows for a design agency, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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