Digital Marketing & SEO
Digital Marketing & SEO: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Monthly retainer invoices are issued by hand, so periods get skipped or billed late.
- Ad spend made on the client's behalf gets mixed up with agency expenses.
- Campaign-level cost and effort are not tracked, so no one knows which client loses money.
- The performance report is built by hand every month, eating most of the team's time.
Workflows
From retainer to invoice
- The client subscription is opened with the monthly retainer amount and scope.
- The period invoice is generated automatically from the subscription.
- Out-of-scope work is invoiced separately as extra work orders.
From budget to report
- The ad budget is tracked as an advance and account on the client's behalf.
- Platform spend is posted to the campaign record as cost.
- At period end, the spend and performance report is shared with the client.
Documents
- Retainer contract
- Monthly service invoice
- Ad-budget reconciliation
- Performance report
Reports
- Retainer and extra revenue by client
- Ad-budget spend status
- Cost and effort by campaign
- Client profitability analysis
Metrics
- Monthly revenue per client
- Retainer renewal rate
- Cost per campaign
- Client profitability ratio
Compliance
- KVKK and commercial electronic message (İYS) obligations
- GİB e-Invoice and e-Archive
- Advertisement Board regulations and covert-advertising rules
Glossary
- Retainer
- A monthly recurring subscription invoice
- Ad budget
- An advance and account tracked on the client's behalf
- Campaign
- The work record where cost and effort accumulate
- Out-of-scope work
- An extra work order and separate invoice line
Frequently Asked Questions
Can I automate the retainer invoice?
Yes — the subscription record issues the invoice by itself at the start of each period.
Can I separate ad spend from agency expenses?
Yes — spend on the client's behalf is tracked separately on the account and closed with a reconciliation.
Can I work out campaign cost?
Yes — spend and team effort post to the campaign record; unit cost is reported.
Can I see which client loses me money?
Yes — retainer revenue is compared with spent effort and cost at the client level.
Can I charge for out-of-scope work?
Yes — an out-of-scope request is opened as an extra work order and invoiced separately.
