A three-year agency strategic plan for agency founders, managing partners, and CFOs running marketing, design, or consulting agencies in Taskade. Anchors vision to utilization economics and client-portfolio quality.
What's Included
- Strategy Tree: Mind Map view with vision → three-year goals → annual themes → quarterly OKRs
- Client Portfolio Database: Table with client revenue, retainer vs project, gross margin, and concentration
- Client Portfolio Agent: AI agent reads concentration risk and proposes new-business priorities
- Utilization Tracker: Per-team utilization with billability vs target
- Pipeline Automation: Automated tracking of new-business pipeline against three-year revenue targets
- Partner Pack Generator: Quarterly pack with utilization, margin, pipeline, and partner-level narrative
Why This Template Wins
- Client concentration gets attention: The portfolio agent flags revenue concentration that would hurt the agency in a downturn
- Utilization linked to strategy: Per-team utilization ties hiring decisions to billability outcomes
- Partner pack writes itself: The quarterly pack drafts itself from utilization, margin, and pipeline data
How to Use
- Clone this template into your Taskade workspace
- Customize practice areas, utilization targets, and client tiers
- Connect your time-tracking, CRM, financial system
- Train the Client Portfolio Agent on your ideal client profile
- Set up automation triggers for pipeline alerts and quarterly pack
FAQ
Does this work for marketing and design agencies?
Yes. Marketing agencies emphasize retainer mix and channel-specific delivery capacity; design agencies emphasize project margin and creative team utilization. The agent adapts the strategic narrative.
Can the agent forecast utilization?
Yes. The agent reads pipeline-by-stage and historical close-rate data to project quarterly utilization with confidence intervals.
What plan supports a 30-person agency?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds extended audit logs and access controls partners typically want.
CTA
Try this template free in Taskade. For time-tracking integration, see /learn/automation/automations-execution. Pair with the CRM Templates. Browse agency apps in the Community Gallery.