Retainer Clients
I have a host of clients (contacts) that will continually use me for business. We are a creative agency and they pay a monthly retainer for the services. I want to place their projects into opportunities but not every project will equate to the monthly retainer is there a process with Insightly to allow me to easily manage this process?
Thank you in advance for your assistance.
Comments
Hi Drew,
I do the very same thing in my practice. I create activity sets for some or merely repeating tasks for the minor ones. If a big project, I may add a pipeline and trigger activity sets on change of stage. The new Workflow Automation feature recently announced is a huge benefit to automating some of this. I also use a lot of Zapier to connect to other apps.
Eric Thank you for the quick reply, I am most appreciative. Would you mind providing me just a quick sample of one of your activity sets so that I can understand "visually" how you set this up to start? Many thanks. If not, I completely understand. Again thank you and happy holidays.
Absolutely. Here's one:
This is very helpful. I take it you track the money in a different program so that your sales forecast are even. Correct?
I get paid in advance and by subscription each month via Woocommerce on my website and that Zaps over to QBO. I don't forecast however.
Fantastic Eric thank you so kindly I am most appreciative. Have a great rest of the day.
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