Marketing and audience

The Agency Back Office

For an agency or a company with several brands.

One signal · 10 specialists · one result
Client Account AdministratorMarketing Team Access ManagerSending Domain and Sender StewardSocial Account Health OfficerPayment Setup SpecialistEvent Feed ManagerBrand Kit KeeperSocial Calendar ManagerWeekly Cross-Channel BriefImport and Export Tracker
  • Does the work5
  • Keeps knowledge1
  • Runs infrastructure1
  • Audits and guards3
How the work moves

Six steps, each done by one specialist

Starts with

A newly signed client

First
1Opens an account for the new clientClient Account Administrator2Sets up the client's sending domainSending Domain and Sender Steward3Sets up the brand's social profiles and posting calendarSocial Calendar Manager
Then
4Connects the client's payment accountPayment Setup Specialist5Gives the client's team their accessMarketing Team Access Manager6Reports on each brand so one person oversees allWeekly Cross-Channel Brief
Ends with

Every brand running separately under one person's view

the signalthe resultEach step is done by one specialist on the crew

The story

A new client signs. The agent opens their account, sets up the sending domain, connects the social profiles and the payment account, and gives the client's team their access. From then on each brand runs with its own calendar, inboxes and reports, and one person can oversee all of them.

The crew

The specialists behind this role, grouped by the kind of work they do.

Does the work
  • Sending Domain and Sender StewardIt adds the business's sending domain, gives back the DNS records to publish, checks authentication, and creates and confirms each sender address so mail arrives as the business.Also serves The Newsletter Editor
  • Payment Setup SpecialistIt plans how the business will take payment, then creates the products, prices, one-time and subscription payment links and checkout pages with the business's return addresses, and wires the payment notifications.Also serves The Accounts Office
  • Social Calendar ManagerIt keeps each brand's posting calendar: brand profiles, which accounts belong to which brand, the weekly posting slots, and every draft and scheduled post, including bulk uploads.Also serves The Newsroom
  • Weekly Cross-Channel BriefEvery week it pulls social, email, sales and payment results into one short brief and sends it to the team's chat, so it reads well on a phone.Also serves The Week in Review
  • Import and Export TrackerFollows every background import and export, says when each one finished or failed, and hands back the result file.Also serves The Email Marketer
Keeps knowledge
Runs infrastructure
  • Event Feed ManagerIt decides which email, SMS, inbound mail, social and payment events the business wants told about, points them at the right receiver, and checks that they keep arriving.Also serves The Integration Engineer
Audits and guards

Where this crew also works

Each bar counts the specialists this role shares with another.

The engineering behind this role

Business systems as safe agent toolsCapabilityAll capabilitiesThe engineering, by what it does