Marketing agency scheduling software
The standing call you agreed in a kickoff is the first thing to disappear when a launch gets busy. Smarfle creates the whole cadence for the length of the retainer, so a client going quiet shows as a gap rather than as a renewal you lose.
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Why generic scheduling software fails marketing agency owners
Generic scheduling tools weren’t built for marketing agency. Smarfle was.
Generic scheduling software
What everyone else gives you
- The standing call is moved twice and then stops
- An account going quiet looks the same as one that is fine
- The first five minutes are spent remembering why
- Extra time is arranged through an account manager
Smarfle for marketing agency
Built for your actual workflow
- The whole cadence is created for the length of the retainer
- Missed sessions show as gaps in the rhythm
- The agenda goes out with the invitation
- The client books it from open availability
How marketing agency scheduling works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
In the kickoff
The weekly check-in and the monthly review are placed for every month the contract runs, rather than only for the fortnight everyone is still enthusiastic.
- 2
Every Monday after that
The call already exists, so nobody spends the first hour of the week rebooking the meeting the week is built around.
- 3
When a launch needs an extra hour
The client grabs it from whatever is genuinely free, instead of waiting on somebody who is in back-to-back calls until Thursday.
- 4
With each invitation
The agenda travels too, so the call starts on the work instead of on five minutes of remembering why it was booked.
- 5
If a check-in is skipped
It shows as a gap in the rhythm, which is usually the first visible sign of an account going quiet.
Where marketing agency scheduling breaks down
The friction every marketing agency owner recognizes.
The standing call is the first thing to go
It was agreed at kickoff and gets moved whenever a launch is busy, and after the third time it stops coming back.
A client goes quiet and nobody notices
Missed check-ins leave no trace, so an account drifting towards cancellation looks exactly like an account that is fine.
The call starts with five minutes of remembering
No agenda went out, so the first part of every session is spent working out what it was for.
Standing calls eat the week
Weekly and monthly client calls are recurring commitments agreed in a kickoff and then left to live in somebody's memory. Twenty-two retainer clients on a weekly rhythm is nearly twelve hundred meetings a year, and the ones that quietly stop are the accounts that churn.
22
Retainer clients
52
Calls a year each
1,144
Meetings a year
Based on typical marketing agency operations. Your numbers may vary.
Features powering marketing agency scheduling
Each one a deep-dive in its own right.
Standing calls recur by client
A weekly check-in is generated for the length of the retainer instead of being rebooked every Monday.
Learn moreClients book into open time
A client picks a slot for an ad hoc session from real availability rather than emailing an account manager.
Learn moreThe team's week is one view
Strategist, designer and account availability sit together, so a client call is booked with the right people free.
Learn moreAgendas go out beforehand
A reusable template sends the agenda with the confirmation, so the call starts rather than warms up.
Learn moreMarketing agency scheduling software questions
Moving your marketing agency scheduling software off another tool?
Most marketing agency businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other marketing agency tools
Smarfle ships scheduling software alongside the rest of your CRM.
Scheduling software for other industries
Same scheduling engine, tuned for each vertical.
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