NEUCLON OdooSet up Odoo on Neuclon
Home / Apps / Client retainers
Template · Social Media Content

Client retainers for social media content

Agency clients with monthly retainer, deliverables, renewal date and invoice status.

Start free with Client retainersTry the demo

One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

Interactive demo and walkthrough

Try it now

Try it: Client retainersInteractive demo · sample data
Inside

What it does

Agency clients with monthly retainer, deliverables, renewal date and invoice status.

Tracks
Client, Account lead, Monthly retainer, Posts per month, Platforms, Renewal date, Invoice status, Status
Flags automatically
  • Invoice overdue when Invoice status is Overdue
  • Renewal within 30 days when Renewal date is within 30 days and Status is Active
  • Active when Status is Active
Actions and automations
  • Create a one-page summary: A short Word summary of this client for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every client for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
More for social media content

Related apps and templates

Template · Social Media ContentContent calendarEvery post and video from idea to published, by platform, format, pillar and date.Template · Social Media ContentVideo production trackerVideos from script to published, with editor, shoot and due dates, and the thumbnail.Template · Social Media ContentBrand deals pipelineSponsorships from pitch to paid, with deliverables, fee and content dates.Template · Social Media ContentPerformance trackerViews, engagement and followers gained for every post, so the next ones build on what works.Template · Social Media ContentComments and DMsComments and messages that need a reply, with priority, owner and response time.Template · Social Media ContentAsset libraryFootage, photos, music and templates with rights, expiry and where each is used.

Neuclon for social media content · All apps and templates

Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. Measure one improvement on your own data within 30 days, on your own or with an implementation partner.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with Client retainersBook a walkthrough