AI Matrx Logo

Marketing agency

Peregrine Lane Digital · Marketing agency · Minneapolis, MN

Derek Osei runs Peregrine Lane Digital, a twelve-person agency in Minneapolis, and this is where he moves every prospect to a signed retainer and gives each client a private page to see and approve the work owed to them.

Agencies and creativeSales pipelineClient portals3 tables · 4 views · 1 form · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 agent
Use this template

Client board

Clients
New lead4
Willowpine DermatologyJasper Kowalczyk-Reidjasper@willowpinederm.biz
Bluestem Lawn CareNoelle Ferrante-Haasmarisol@bluestemlawn.biz
Corbel and Finch ArchitectsIgnatius Rhodesignatius@corbelfinch.biz
Heron Point MarinaValentina Cruz-Itovalentina@heronpointmarina.biz
Proposal sent4
Foxhall FitnessDominic Ashworthdominic@foxhallfitness.biz
Mulberry Street CafePhilippa Lundphilippa@mulberrystreetcafe.biz
Ashgrove Self StorageLeopold Zwickleopold@ashgrovestorage.biz
Tamarack Credit UnionEvangeline Mossevangeline@tamarackcu.biz
Retainer active12
Sagebrush OutfittersLowell Prentisslowell@sagebrushoutfitters.biz
Alderbrook Family DentalHedda Marchettihedda@alderbrookdental.biz
Tidewater Brewing CompanyRonan Gallagher-Vossronan@tidewaterbrewing.biz
Fernwick Garden CentersXimena Castellanos-Beckodalys@fernwickgarden.biz
Pinnacle Peak Physical TherapyKendrick Alsopkendrick@pinnaclepeakpt.biz
7 more
Paused2
Bellwether Pet SupplyFitzgerald Amesfitz@bellwetherpets.biz
Juniper Hollow SpaLucinda Wraylucinda@juniperhollowspa.biz
Ended2
Driftwood Surf ShopBarnaby Castellanbarnaby@driftwoodsurf.biz
Amberline Realty PartnersSeraphina Vogelseraphina@amberlinerealty.biz

Tables

Clients

24 sample rows · 12 columns

Every company the agency is courting or working for, from first inquiry to a running retainer.

ClientMain contactContact emailContact phoneStageMonthly retainerRetainer start
Alderbrook Family DentalHedda Marchettihedda@alderbrookdental.biz(612) 555-0152Retainer active$2,800Sep 3, 2025
Amberline Realty PartnersSeraphina Vogelseraphina@amberlinerealty.biz(612) 555-0166Ended$3,800Jan 16, 2025
Ashgrove Self StorageLeopold Zwickleopold@ashgrovestorage.biz(612) 555-0169Proposal sent$2,900—
Bellwether Pet SupplyFitzgerald Amesfitz@bellwetherpets.biz(612) 555-0163Paused$2,600Nov 22, 2025
Bluestem Lawn CareNoelle Ferrante-Haasmarisol@bluestemlawn.biz(612) 555-0172New lead——
Copperline Heating and AirJoaquin Strandjoaquin@copperlinehvac.biz(612) 555-0157Retainer active$3,100Feb 10, 2026
Corbel and Finch ArchitectsIgnatius Rhodesignatius@corbelfinch.biz(612) 555-0173New lead——
Driftwood Surf ShopBarnaby Castellanbarnaby@driftwoodsurf.biz(612) 555-0165Ended$1,900Nov 17, 2024
Fernwick Garden CentersXimena Castellanos-Beckodalys@fernwickgarden.biz(612) 555-0154Retainer active$5,200Feb 15, 2025
Foxhall FitnessDominic Ashworthdominic@foxhallfitness.biz(612) 555-0167Proposal sent$3,300—
Heron Point MarinaValentina Cruz-Itovalentina@heronpointmarina.biz(612) 555-0174New lead——
Hollowbrook BooksMarguerite Bellamymarguerite@hollowbrookbooks.biz(612) 555-0160Retainer active$1,500Aug 19, 2026

12 more rows

Deliverables

38 sample rows · 11 columns

Each piece of work the agency owes a client, from first draft to the client's sign-off.

DeliverableClientKind of workDueSent for approvalApproved onSign-off
Season-end clearance ad setDriftwood Surf ShopAd setMay 1, 2026Apr 1, 2026Apr 11, 2026Approved
Open house email seriesAmberline Realty PartnersEmail seriesMay 21, 2026Apr 21, 2026May 3, 2026Approved
Treat-box social calendarBellwether Pet SupplySocial calendarAug 19, 2026Jul 25, 2026Aug 4, 2026Approved
Gift card landing pageJuniper Hollow SpaLanding pageSep 3, 2026Aug 9, 2026Aug 17, 2026Approved
September performance reportTidewater Brewing CompanyMonthly reportSep 28, 2026Sep 25, 2026Sep 27, 2026Approved
September performance reportFernwick Garden CentersMonthly reportSep 30, 2026Sep 27, 2026Sep 29, 2026Approved
September performance reportCopperline Heating and AirMonthly reportSep 30, 2026Sep 28, 2026Sep 29, 2026Approved
September performance reportRedfern Auto GroupMonthly reportOct 1, 2026Sep 29, 2026Oct 1, 2026Approved
Trade-in landing pageRedfern Auto GroupLanding pageOct 4, 2026Sep 14, 2026Sep 21, 2026Approved
September search ad setSagebrush OutfittersAd setOct 6, 2026Sep 24, 2026Sep 29, 2026Approved
Winter-ready landing pageCopperline Heating and AirLanding pageOct 8, 2026Sep 18, 2026Sep 23, 2026Approved
Whitening promotion landing pageAlderbrook Family DentalLanding pageOct 10, 2026Sep 22, 2026Sep 30, 2026Approved

26 more rows

Also included

  • Client portalClient portal
  • Work waiting on clientsDigest

Related templates