Agency Maestro

Start your next engagement with a repeatable playbook. In Agency Maestro, new leads become organized client records in minutes: import contacts or add them manually, attach discovery notes, and set a service plan. Use custom fields to track goals, billing terms, and key stakeholders. Every call, email, and meeting summary lives on the client timeline, so your team always walks in with context. Launch onboarding checklists—NDAs, intake forms, access requests—and hand off with confidence using assigned owners and clear due dates.

Turn plans into delivery without juggling tools. Spin up a project from a template (website build, ad campaign, content sprint, retainer month), auto-generate stages and tasks, and assign work to teammates. Switch between list and board views to prioritize the week. Add briefs, files, and links directly to tasks so details stay tied to the work, not buried in chat. Set reminders and keep updates in threaded task comments so status is always visible. If scope shifts, adjust milestones and notify clients with a clean activity trail.

Get paid without spreadsheets. Build estimates and convert them to invoices in a click. Bill hourly, by milestone, or flat fee; schedule recurring retainers; and send payment links that accept major cards through Stripe and bank transfers where supported. Prefer checks? Include mailing instructions on the invoice and mark payments when they arrive. Save client payment methods securely for repeat billing, and let automatic reminders nudge overdue balances. Every transaction reconciles back to the client’s ledger, giving you instant visibility into what’s outstanding and what’s collected.

Keep operations lean as you scale. Dashboards surface what matters today: upcoming deadlines, at-risk tasks, invoice aging, and revenue by client. Reuse templates to standardize delivery across accounts and cut onboarding time for new hires. Export clean CSVs for bookkeeping or pull filtered reports for client reviews and leadership meetings. With one workspace for relationships, work, and payments, handoffs shrink and margins improve. Whether you run a boutique consultancy, a growing agency, or a solo practice, Agency Maestro gives you day-one workflows you can adopt in an afternoon and refine as you grow.