A quarterly OKR workspace for creative, marketing, and consulting agencies tracking utilization, retainer health, pipeline, and gross margin in Taskade.
What's Included
- Agency OKR Tree: Firm-level objectives cascading into team and account KRs on a Mind Map view
- Account Health Database: Table view with retainer, utilization %, NPS, renewal date
- Agency Ops Agent: AI agent reads Harvest and HubSpot weekly and drafts the ops update
- Utilization Automation: When team utilization exceeds 90% two weeks in a row, an automation flags hiring need
- Harvest + HubSpot Sync: Utilization and pipeline pull daily
Why This Template Wins
- Utilization with humanity: Agency Ops Agent reads burnout signals — utilization above 90% triggers hiring conversation, not death march
- Retainer renewal early-warning: 60-day automation surfaces at-risk retainers before the conversation gets hard
- Compounding agency playbook: Won pitches feed agent — next pitch builds on last
How to Use
- Clone this template into your Taskade workspace
- Customize service lines, account list, KR targets
- Connect Harvest, HubSpot, QuickBooks
- Train the Agency Ops Agent on your firm's voice
- Set up automation triggers for utilization alerts and retainer renewals
FAQ
Does this work for creative vs digital agencies?
Yes. Creative emphasizes campaign-output and brand KRs; digital emphasizes channel-performance and retainer KRs. Agency Ops Agent adapts.
Can the agent forecast agency revenue?
Yes. Agent reads pipeline, retainer renewals, and historical close rates to project quarterly revenue with confidence bands.
What plan supports a 25-person agency?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds client-side audit logs.
CTA
Try this template free in Taskade. For Harvest setup, see /learn/automation/automations-execution. Pair with Consulting Templates. Browse agency apps in the Community Gallery.