Client Sales Process

Have you ever wondered why so few agencies can say that they are successful in finding and closing new clients?

Because only two-third of them follow a client sales process!

But with Infinity's Client Sales Process template, you'll have a ready-made flexible pipeline which will help you:

  • Capture new potential clients

  • Qualify and understand potential clients' needs

  • Pique their interest with performing successful audits

  • Turn potential clients into recurring & paid clients

Follow Infinity's Client Sales Process template to find more leads, close more potential clients and boost your business' KPIs in no time!

Client Onboarding

Once you've successfully closed a new client for your agency, you'll need the right approach to prepare everything for the kick-off stage and start bringing results to your clients.

With Infinity's Client onboarding template, you'll have each step of your Client Onboarding Process defined by phases, which clearly define the steps necessary to fulfill the beginning of your cooperation with the client.

Input your client information, upload necessary documentation, create a strategy, define account management, establish communication flow and never worry about missing a single detail about the quality of service you're providing.

Marketing Agency Client

Handling a lot of marketing clients, you'll be challenged to find the right toolset to keep track of each and every of your client's tasks, accounts, campaigns, strategies, channels, etc.

If you're looking for a powerful, yet intuitive, smooth and feature-rich platform to support the processes and segments for your clients individually, Infinity will provide you all database, file-sharing, team collaboration, and task management use cases, in one place.

Combine Infinity's powerful structuring capabilities to classify your clients' data using boards and folders, as well as multiple views to keep track of your metrics, stay up to date with your and your team's tasks, thoroughly organize your documents, articles and links, and have your posts and meetings scheduled at a glance.

Shape your data with customizable fields like links, attachments, dates, and members and never worry about getting your marketing agency's data cluttered again.

Social Media Tracker

Being active on social media platforms is a great way to build your brand, a community or simply engage potential customers to your product.

Once you're all set with the strategy, you're going to need a tool where you're going to thoroughly organize the content, publishing calendar, and most importantly, the results you're achieving on your social media pages and profiles.

As Infinity offers a powerful toolset to achieve all of these, we've created a Social Media Tracker template in order for you to have the most amazing database where you could have an overview of the results and achievements you're making via social media presence.

Marketing Management

When you’re managing a whole marketing department, you need to coordinate many pieces of the puzzle so that everything works smoothly.

Aside from everyday tasks, you will need to manage projects, campaigns, SEO, content, marketing channels your team is using, press contacts, and many other marketing aspects. It’s important to have one place to hold all this information, so you can create and delegate tasks in a smart way and everyone on the team can have insight into other segments of your marketing efforts.

Infinity’s Marketing Management template is a comprehensive template that will help you lead a successful marketing team so you can focus on doing marketing that’s truly impactful.

Content Calendar

Creating a high-performing content strategy relies on multiple factors - content creation, editing, publishing, promotion across different channels and more.

To be able to keep track of that whole process without missing a thing, you’ll need a tool that lets you keep it all in one place.

Infinity’s Content Calendar template will help you manage your content from one point where everyone involved in the process will be able to keep track of it. Use this template to break down your content creation process into steps, assign tasks to team members, and set deadlines so that everything gets done in time.

Whether you’re managing a company blog or writing content for different websites and organizing the whole content strategy, you’ll be able to adapt this Content Calendar template to your needs.

Marketing Plan

Creating an exhaustive marketing plan can be overwhelming for the whole team and it requires a lot of information that can be hard to track without the right tool. From marketing projects and campaigns to the KPIs and necessary budget - and all that combined with tasks and deadlines.

With Infinity’s Marketing Plan template, you’ll be able to kickstart your marketing plan and add all the missing puzzle pieces to execute a masterful marketing strategy with your team.

You’ll be able to track different categories of your marketing initiatives, measure the effort necessary to carry them out, monitor the progress and keep an eye on your team’s responsibilities. You’ll also be able to classify different aspects of your marketing plan into different folders and use various views, such as calendar and table, to easily manage the timeline and analyze the success of your marketing efforts.

Marketing Campaign

Coming up with new marketing ideas and initiatives is only the beginning. Once the creative part is over, you’ll need to make sure to create a clear plan for executing your marketing campaigns successfully.

Organizing marketing campaigns is incredibly challenging since it covers many different factors - from defining the campaigns, marketing channels to audience sets and budget and many other details. And all these factors need to be tied together to make sure everything runs smoothly and nothing falls through the cracks.

Infinity’s Marketing Campaign template will help you keep all this information in one place where you can easily track your campaigns and keep your marketing team in the loop. Using this template, you’ll be able to visualize your team’s progress, break down different campaign aspects into tasks and easily analyze the results.

Video Production

With Infinity's Video Production template, you'll have the place where you can store all your video projects, team members, clients and equipment you're using without getting cluttered.

Organizing your video material, employees, clients, and equipment doesn't have to be scattered across multiple platforms. Save time and money on using one tool to upload, document, track and collaborate on your video projects.

Social Media Calendar

A strong social media strategy is important for building a highly engaged community.

By consistently posting interesting and informative content on social networks relevant for your business, you’ll grow your audience and maintain a community of loyal fans who will be the biggest advocates of your brand.

Social media calendar involves several elements that need to be accounted - content ideas, social media channels, clients, important dates and campaigns, and much more. And it’s crucial to have all those elements in one place and linked so you can have your social media campaigns running like a well-oiled machine.

In Infinity’s social media calendar template, you’ll be able to clearly define all the elements that comprise a successful social media strategy, focusing on the posting schedule. But you’ll be able to upgrade this template by adding your own calendar, your content ideas, your team and anything else you want to add.