9 Ways LiquidPlanner Helps Marketing Agencies Manage Their Work

Team LiquidPlanner | October 16, 2014

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If you work for a marketing agency or run a client-facing business it’s essential that you keep track of your time, your work, your client’s requests, your team’s projects, your creative assets—oh, the list goes on. LiquidPlanner’s scheduling software, planning features, and collaboration tools help team members, clients and stakeholders track all aspects of project work.

Here are nine important ways LiquidPlanner helps marketing agencies manage project work seamlessly.

1. Track time

This is the bread and butter of agency business. LiquidPlanner lets you track time on tasks with precision from a variety of places in the app. Using timers and logging progress to tasks throughout the day is easy. Tracking time shows you how much time you and team members spent on each task, project and (most importantly) client.

2. Know your priorities
LiquidPlanner is a priority-based scheduler, which lets teams prioritize work and know exactly what they should be working on first. This means you’ll know whether to start on the display ads or the landing page today.
3. Provide reliable delivery dates
Our methodology is focused on estimating in ranges, which provides you finish dates based on best/worst case scenarios that have accounted for the uncertainty inherent in your projects. Once you’ve estimated your project’s tasks, the scheduler will calculate a realistic date that you can share with your client and feel confident about.
4. Track clients easily
LiquidPlanner offers a portfolio mode which lets you track your projects by client. This way you can get a quick snapshot of your client list, and see all the work that’s underway within a single view.
how marketing agencies can track time
5. Manage and track resources.
It’s easy to overload employees if you don’t have a clear view of the work assigned to them and their availability. A LiquidPlanner schedule is always resource-leveled based on people’s availability and task assignments, so your resources won’t get overbooked and you’ll know when to redistribute work to keep your projects moving forward. You can also build reports in Analytics to get a future forecast of remaining work by person:
 6. Track project profitability

LiquidPlanner rate sheets show you how much you’re paying out and how much you’re bringing in. Forget the chaotic spreadsheet and sweating out formulas. Managers and above can pull reports on billable hours vs. non-billable hours and see the total amount billed to your client versus the cost of resource time, as well as hours worked compared to the flat rate you might have charged your clients. Our rate sheets instantly show you the profitability of a project.

7. Improve communication and streamline collaboration

One central work management location catches the entirety of your project tasks and communication strings—from commenting, and document sharing to tracking work and accessing real-time data. Project teams, clients and customers can move through a project together with a clear understanding of the current status and future expectations. LiquidPlanner eliminates email silos and keeps important info from slipping through the cracks.

8. Upload and access the latest brand assets

Do you ever wonder where that latest logo or tagline is? In LiquidPlanner you can create a folder that houses all updated brand assets, designs, taglines, etc., so everyone knows where to find them. LP also assigns dates to the most recently uploaded item, so you know which is the most recent without a doubt.

9. Keep an editorial and campaign calendar

The LP workspace lets you create and maintain a campaign and editorial calendar, something you and your entire team can access, reference and update. Sometimes a calendar view is just what people need to stay organized.

When it comes to managing client work, there’s always a lot to juggle (trust me I’ve been there). These are just nine of the ways you can use LiquidPlanner to organize your resources and track your progress. There are plenty of other features that help keep your client projects on track, too.

Tell us how you use LiquidPlanner to track agency work.