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Advertising Agency

The brief landed and the pitch is moving, but the approval chain is lost in email.

Rocketly gathers the brand brief, pitch stages, media plan approval and production schedule on a single client record. Who owes what, which revision was approved and when the period report is due stay on the same screen.

What Gets Lost Between the Brief and the Approval

The brand brief arrives by email, the revision on WhatsApp and the media change in a meeting, so no shared record shows which version is actually current.

The pitch pipeline lives in a team lead’s spreadsheet; which brand waits at which stage, and who follows up after the presentation, is invisible across the agency.

Media plan and creative approvals travel down an email chain, so the approver, the approval date and the approved version get hunted for after work has started.

The production schedule sits in a separate file; once shoot, edit, print and go-live dates lose their link, the delivery day turns into a surprise between teams.

The period report is assembled by hand every month, and because nobody measures rounds of revision per job, resourcing and pricing are decided on instinct.

Where Brand Briefs and New Business Requests Come From

Brief and Revision Emails

The brand manager’s brief, attached decks and revision notes land on the record, so the current version is readable from the history.

WhatsApp Business

Same-day approvals, pre-launch checks and on-site updates mostly arrive here and attach to the same record.

Agency Website Form and RFP Requests

New business and quote requests from the case-study pages turn straight into an opportunity record, kept with their source.

Shared Microsoft Teams and Slack Channels

Job traffic in the channel shared with the brand team and internal notifications connect to the same workspace.

Calls and Meeting Notes

Brief meetings and status calls are noted on the record; the Meeting Bot recording and summary collect under the same brand.

Lead Forms from Agency Campaigns

Records from the agency’s own campaigns arrive with their source, so you can see which channel turns into new business.

Which Traffic Rocketly Puts in Order for Your Ad Agency

Collect Briefs and New Business Requests in One Inbox

The brand manager’s email, WhatsApp Business and a personal line, the agency website form, Instagram DM, Telegram and the Slack or Teams channel shared with the client come together on one screen. Rocketly supports 12 channel types.

Give the Pitch Pipeline Its Stages

Build your own stages: Brief → Qualification → Strategy → Pitch → Revision → Contract. The board shows which brand is waiting at which step and who owns the next move.

Anchor Media Plan and Creative Approval to the Record

Prepare the media plan and creative presentation as a PDF from the quote module and share it through a brand-specific link; views, comments and approval status are followed from the record and the approved version stays in the history.

Turn the Production Schedule into Tasks

Open shoot, edit, design, print and go-live dates as tasks and appointments, and sync them with Google Calendar. Every step keeps its owner and its due date in one place.

Quotes, Contracts and Retainer Invoices

Prepare project and retainer quotes line by line, generate the contract from a document template, and follow the recurring monthly invoice from the record. Statutory finance stays with your own accounting.

Creative Intelligence and Media Library

Produce banner variants with Creative Intelligence, run the landing page analysis, and collect approved assets in the Media Library so the whole team works from the same version.

Connect Campaign Data through Marketing Hub

Meta Ads and Google Ads connections sync lead-form records and campaign data into the CRM. In Ads Automation you define the rule; the action lands in an approval queue and the team decides whether to apply it.

AI Reply Drafts and Meeting Summaries

AI drafts brief responses and status updates, and the Meeting Bot records and summarizes calls. It does not pick the creative concept or decide media and budget; the team edits the text and decides whether to send.

Build Period Reports from Your Own Data

With 38 ready-made report types, assess with agency data how many jobs each brand opened, how many rounds a job took to close and where the pitch pipeline stalls.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in an Agency — and Which Call It Never Makes

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Brief Replies and Status Updates

Produces a first reply to an incoming brief and a weekly status update from your knowledge base; the owner edits it and decides whether to send.

Summarizes Meetings and Approval Threads

The Meeting Bot records the call and produces a transcript and summary; long approval chains are summarized too, so the team sees the context without rereading.

Suggests Variants with Creative Intelligence

Produces banner variants and runs the landing page analysis; which variant is used is decided by the creative team.

Does Not Set the Concept or the Media Budget

AI does not choose the campaign concept, split the media mix, allocate budget or message the brand on its own. Those calls belong to the agency team.

How a Brand Brief Travels from Pitch to Period Report

01 · CONTROLLED HANDOFF

From an incoming brand brief to the pitch presentation

01

The brand manager’s brief email lands in the inbox; a record opens and category, budget range and deadline go into custom fields.

02

AI summarizes the brief and drafts the first reply; the account lead edits it and sends it.

03

The record moves to Strategy, and separate tasks open for the strategy, creative and media teams with internal due dates.

04

The pitch is prepared as a quote, shared through a brand-specific link, and views are tracked.

05

After the presentation the record moves to Revision or Contract, and a follow-up task opens for the expected response date.

Getting the media plan approved without losing the chain

The media plan is prepared as a line-item quote and sent for approval through a brand-specific link.

Views and approval status are followed from the record, and the approver and date are written onto it.

If approval does not arrive within your chosen interval, a reminder task opens for the owner and a notice draft is prepared.

The approved version stays in the record history; buying and delivery keep running in the ad platforms the agency uses.

Running the production schedule through to delivery day

An approved job moves to the Production stage, with shoot, edit, design and print steps opened as tasks.

The shoot day is booked as an appointment and synced with Google Calendar, and the brief file is attached for external crew.

Every revision round is noted on the record, and an out-of-scope request starts its own additional quote flow.

Before the delivery date an internal review task opens and the delivery notice to the brand is drafted.

Preparing the period report and the renewal

Retainer contracts approaching period end are listed as a segment from the contract date.

Campaign data from Marketing Hub and internal job counts are brought together in one report.

A meeting is booked for the report presentation and the Meeting Bot attaches its summary to the record.

While the renewal decision is pending a follow-up task opens; on approval the next-period quote and contract are prepared.

Flows You Can Build for Pitches, Media Approvals and Reports

Use these examples to discuss triggers, owners and review points before configuring your own process.

New Business Intake and Pitch Assignment

So an incoming brief never waits unowned

1

Trigger: a new brief or quote request arrives on a connected channel.

2

Condition: route it to the account lead matching the category and budget range fields.

3

Action: move the record to Qualification, produce a brief summary and open tasks for the internal teams.

4

If no response goes out within your chosen interval, notify the agency director.

Media Plan Approval Follow-Up

So a plan awaiting sign-off does not vanish in the chain

1

Trigger: the media plan quote is shared with the brand.

2

Condition: the approval status has not changed within your chosen interval.

3

Action: open a reminder task for the owner and prepare a notice draft.

4

When approval arrives, move the record to Production and open the production tasks.

Period Report and Renewal Preparation

So the end of a retainer period is never a surprise

1

Trigger: the period end date written in the contract approaches.

2

Action: open the report preparation task and book the presentation meeting.

3

Condition: if the renewal decision is not recorded, open a second follow-up task for the owner.

4

Once renewal is approved, prepare the next-period quote and contract document.

Connection Suggestions for an Advertising Agency

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

Email (IMAP/SMTP)

Native connection

Brief, revision and approval threads landing on the brand record

WhatsApp Business API

Native connection

Template messages for same-day approvals and pre-launch updates

Meta Ads

Lead source

Campaign data and lead-form records synced with their source

Google Ads

Lead source

Search campaign data available inside brand reports

LinkedIn Ads

Lead source

New business enquiries from corporate campaigns attached to a record

Google Drive

File / reference link

Creative files and deck versions reachable from the record

The Order Setup Follows in an Advertising Agency

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the agency structure and the teams

Create account, strategy, creative, media and production users; limit which role sees which brand record and conversation.

2

Build the brand record with brief fields

Add custom fields for category, budget range, contract type, period end date, approver and brand guideline link.

3

Shape the pitch and production stages

Name the Brief → Qualification → Strategy → Pitch → Revision → Contract → Production → Delivery flow the way your agency works.

4

Connect channels and ad accounts

Start with the mailbox that receives briefs and the WhatsApp line, then add the Meta and Google ad accounts through Marketing Hub.

5

Build quote templates and the first three flows

Prepare media plan and creative presentation templates; test brief intake, approval follow-up and period reporting on sample records.

6

Open reports and clarify the system boundary

Set up per-brand workload and pitch pipeline reports. Ad platforms, production and design tools keep running in parallel; Rocketly is the communication and follow-up layer.

The Rocketly Capacity Available to Your Agency Team

0

Channel types where brand briefs arrive

0

Templates for pitch and approval follow-up

0

Report types covering the agency pipeline

0

Interface languages for international brand accounts

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Questions Advertising Agencies Ask

Rocketly is a CRM layer for brand communication and job flow: briefs and new business requests attach to one record, pitch stages are tracked, media plan and creative approval are anchored to a document, the production schedule becomes tasks, and period reporting is built from your own data. It does not replace ad buying platforms or production tools; it works alongside them as the communication and follow-up layer.

You build your own stages on the opportunity board: brief, qualification, strategy, pitch, revision and contract. Each card shows the brand, the owner, the budget range, the deadline and the last contact. Lead scoring marks which request to prioritise, and records with no movement inside your chosen interval trigger a follow-up task.

Yes. You prepare the media plan and creative presentation as a PDF from the quote module and share it through a brand-specific link. Views, comments and approval status are followed from the record, and the approver, the date and the approved version stay in the history. Once work starts, nobody has to search an email chain for which plan was signed off.

Marketing Hub connects Meta Ads and Google Ads: lead-form records arrive with their source and campaign data can be used in reports. Ads Automation works on a rule-and-approval-queue model; the agency defines the rule, the suggested action lands in the queue and the team decides whether to apply it. Buying and delivery keep running in the ad platforms themselves.

Yes. You open shoot, edit, design, print and go-live steps as tasks with owners and due dates, and shoot and presentation appointments sync with Google Calendar. Every revision round is noted on the record, and an out-of-scope request starts an additional quote flow. At period end you can report how many rounds each job took.

Yes. You anchor retainer scope and duration to a contract document on the record and follow the recurring monthly invoice from the invoice module; as period end approaches a renewal task opens. Payment collection happens in your own bank account and statutory records stay with your accountant, while Rocketly manages the contract, invoice and reminder side.

No. AI produces assisting output only: brief summaries, reply and status-update drafts, meeting summaries and banner variant suggestions through Creative Intelligence. It does not choose the campaign concept, split the media mix, allocate budget or message the brand on its own. Strategic decisions and sending authorization stay with the agency team.

The interface is available in 3 languages — Turkish, English and Russian. You run regional team threads in the language you choose, note the conversation language and time zone on the record, and plan approvals and delivery dates accordingly. Team members keep using the interface in their own language.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows, Marketing Hub connections and some channels sit in paid plans; the pricing page shows which feature belongs to which plan. Changing plan as the agency grows does not affect the records you already hold.

Advertising & Digital Agencies

Put the Brief, the Approval and the Production Schedule on One Screen

Keep the brand, the owner, the approved version and the delivery date in one workspace.

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