Marketing Agency on AtlasOS
AtlasOS adapts to the way marketing agencies operate — providing campaign management, deliverable tracking, creative workflow coordination, retainer billing, and client relationship management in a single platform purpose-built for agency life.
Who is this for? Digital marketing agencies, PR firms, creative studios, content agencies, social media management firms, and any organisation delivering marketing services to clients.
Terminology
AtlasOS maps its universal concepts to agency language:
| AtlasOS Concept | Marketing Agency Term |
|---|---|
| Entity | Client |
| Engagement | Retainer |
| Compliance | Milestones |
| Service | Deliverable |
You will see these labels throughout the sidebar, dashboards, and reports.
Enabled Modules
The Marketing Agency vertical ships with the following modules enabled by default:
| Module | Purpose |
|---|---|
| Smart Inbox | Route client emails, briefs, and feedback to the correct campaign and team member |
| Tasks | Track creative work items, review cycles, and internal tasks |
| Client Portal | Give clients visibility into campaign progress and deliverables |
| Time Tracking | Log billable hours per campaign, project, or client |
| Billing | Recurring retainers, project-based billing, and scope change tracking |
| Project Milestones | Manage campaigns and projects with phased milestones and deadlines |
| Contracts | Store and manage retainer agreements, SOWs, and NDAs |
| Onboarding Forms | Collect client information and brand guidelines during onboarding |
| Chat | Internal team communication |
| AI Agents | Autonomous workflow assistance and intelligent content triage |
| Broadcasts | Bulk communications to client segments and prospect lists |
What is NOT enabled
- Compliance Calendar is disabled. Milestones replace statutory compliance tracking for agencies.
- SLA Tracking is disabled. Project milestones and deliverable deadlines serve this function instead.
- There are no compliance bodies or obligation types configured by default.
Entity Types
| Entity Type | Use Case |
|---|---|
| Company | Business clients with retainer or project agreements |
| Sole Proprietor | Individual clients, freelance collaborators |
Default Landing View
When you log in, AtlasOS opens to the Tasks view — your active creative work queue.
Getting Started
- Create your practice and select Marketing Agency as your firm type during the setup wizard.
- Import your clients via CSV or add them manually. Each client record holds contact details, retainer terms, and brand assets.
- Configure project templates — set up reusable campaign structures with standard milestones, deliverable types, and approval workflows.
- Set up your Outreach module — configure email templates, contact lists, and campaign automations for your own marketing and client communications.
- Invite your team and assign roles (creative directors, account managers, designers, copywriters).
- Start delivering — create campaigns, assign tasks, track deliverables, and bill against retainers.
Next steps: Read the Marketing Agency Overview for the full configuration reference, or jump to Campaign Management to set up your first campaign.
For shared platform features (Smart Inbox, Documents, AI Advisory, Practice Admin, Dashboard), see the Shared Features page which links to the main Accounting documentation.