Agency Proposal & Retainer Desk
Win it, kick it off, keep it, or learn why it ended
By LUCY·Agencies and consultancies
For agencies and consultancies. An accepted proposal starts a kick-off task and thanks the client; a paused retainer gets a check-in and a deadline to resume or close it; an ended retainer prompts an honest exit conversation.
What you get
- A kick-off task and a thank-you the moment a proposal is accepted
- A check-in two weeks after a retainer is paused, so it is resumed or closed on purpose
- An exit-conversation task when a retainer ends
about 5 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
Agency Desk: proposal accepted
When a proposal is accepted or declined
Only carry on if the details match
Create a task: "Kick off: [title]"
Notify your team: "Proposal accepted: [title]. A kick-off task has been created."
Email: "Thank you"
Agency Desk: retainer paused
When a retainer changes
Only carry on if the details match
Create a task: "Check in about the paused retainer: [title]"
Wait 14 days
Create a task: "Resume or close: [title]"
Agency Desk: retainer ended
When a retainer changes
Only carry on if the details match
Create a task: "Exit conversation: [title]"
Notify your team: "A retainer has ended: [title]."
Before you switch it on
- Use with the Agency module: proposals and retainers must be set up for these to fire
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.