AI Matrx Logo

Marketing agency

Oakmere Crossing Marketing · Marketing agency · Boise, ID

Quinn Galbraith is the account director at Oakmere Crossing Marketing, a twelve-person digital marketing agency in Boise, and uses this to book each specialist into the week's campaign sessions so nobody is double-booked and clients can reserve a time themselves.

Agencies and creativeSchedulingBookings4 tables · 6 views · 1 form · 2 dimension sets · 1 booking page · 1 digest · 1 stage rule set · 1 row action · 1 agent
Use this template

Week calendar

Sessions
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Channel setup - Bulb season countdownReporting review - Bulb season countdown with Bram
2Strategy call - Fall harvest promotion
3
4
5
6Copy edit - Bulb season countdown with QuentinCopy edit - Fall harvest promotion with Barnaby
7Strategy call - Holiday soap box push with JoaquimReporting review - Fall harvest promotion with Bronwen
8Reporting review - First visit email seriesReporting review - Bulb season countdown with Linnea+3
9Channel setup - Fall harvest promotionCopy edit - Holiday soap box push with Wilhelmina+1
10
11
12Creative review - First visit email series with PerpetuaCreative review - Fall harvest promotion with Xavier
13Reporting review - Fall harvest promotion with OttolineStrategy call - Spring ice cream launch
14Channel setup - Spring ice cream launch
15Creative review - First visit email series with Saoirse
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Tables

Sessions

36 sample rows · 12 columns

Every working session a specialist holds for a client campaign, with the time it is booked into.

SessionSession no.CampaignSpecialistTimeClient attendeeAttendee phone
Copy edit - Summer trail days recapOCM-S-408Summer trail days recapElowen PennywhistleSep 10, 3:30 PMMarguerite Lamarque(208) 555-0147
Creative review - Summer trail days recapOCM-S-414Summer trail days recapNerys StavropoulosSep 14, 8:30 PMIlse Lundgren(208) 555-0153
Strategy call - Summer trail days recapOCM-S-412Summer trail days recapSeraphina ZielinskiSep 16, 4:30 PMNiamh Marchetti(208) 555-0151
Channel setup - Holiday soap box push with RhodriOCM-S-413Holiday soap box pushElowen PennywhistleSep 16, 6:00 PMRhodri Underwood(208) 555-0152
Channel setup - Summer trail days recapOCM-S-410Summer trail days recapKatarzyna HollowaySep 18, 7:30 PMGideon Wendell(208) 555-0149
Copy edit - Holiday soap box push with NerysOCM-S-411Holiday soap box pushMirela KettermanSep 18, 9:00 PMNerys Northcott(208) 555-0150
Copy edit - Bulb season countdown with HamishOCM-S-436Bulb season countdownElowen PennywhistleSep 21, 5:30 PMHamish Kilbride(208) 555-0175
Channel setup - First visit email seriesOCM-S-435First visit email seriesSeraphina ZielinskiSep 22, 3:00 PMGreta Iannucci(208) 555-0174
Strategy call - Holiday soap box push with IngrithOCM-S-409Holiday soap box pushNerys StavropoulosSep 22, 5:00 PMIngrith Bellweather(208) 555-0148
Strategy call - Holiday soap box push with ZoraOCM-S-434Holiday soap box pushMirela KettermanSep 23, 8:30 PMZora Farnsworth(208) 555-0173
Reporting review - Fall harvest promotion with FenwickOCM-S-407Fall harvest promotionSeraphina ZielinskiSep 24, 8:00 PMFenwick Ellsworth(208) 555-0146
Creative review - Bulb season countdownOCM-S-406Bulb season countdownMirela KettermanSep 25, 6:30 PMJasper Pennywhistle(208) 555-0145

24 more rows

Campaigns

8 sample rows · 10 columns

The campaigns the agency is building or running for its clients.

CampaignClientChannelStatusStartsEndsBudget
Summer trail days recapBannock Valley OutfittersSocialWrappedApr 20, 2026Sep 22, 2026$4,800
Loyalty program rebrandColdwater CreameryBrandWrappedMay 4, 2026Sep 17, 2026$12,500
Fall harvest promotionBannock Valley OutfittersEmailLiveJul 13, 2026Nov 2, 2026$9,000
First visit email seriesHarlan Ridge DentalEmailLiveAug 3, 2026Nov 16, 2026$6,200
Holiday soap box pushSawtooth Soap CompanySocialLiveAug 24, 2026Nov 30, 2026$7,500
Bulb season countdownIdlewild Garden CenterPrint and emailLiveAug 31, 2026Nov 9, 2026$5,400
Spring ice cream launchColdwater CreameryPaid searchPlanningOct 12, 2026Jan 11, 2027$11,000
Winter seasonal releaseKestrel Peak BrewingSocialPlanningOct 21, 2026Feb 8, 2027$8,800

Clients

6 sample rows · 8 columns

The businesses that retain Oakmere Crossing.

ClientContactContact emailContact phoneMonthly retainerClient sinceCampaigns
Bannock Valley OutfittersBram Thackeraybram.thackeray@bannockvalleyoutfittersmktg.com(208) 555-0130$4,500Feb 5, 2026Fall harvest promotion, Summer trail days recap
Sawtooth Soap CompanyLorcan Zieglerlorcan.ziegler@sawtoothsoapcompanymktg.com(208) 555-0131$3,200Aug 5, 2025Holiday soap box push
Harlan Ridge DentalPascal Ostrowskipascal.ostrowski@harlanridgedentalmktg.com(208) 555-0132$5,800Feb 5, 2025First visit email series
Coldwater CreameryEmrys Jorgensenemrys.jorgensen@coldwatercreamerymktg.com(208) 555-0133$2,800Aug 5, 2024Spring ice cream launch, Loyalty program rebrand
Kestrel Peak BrewingBronwen Pettigrewbronwen.pettigrew@kestrelpeakbrewingmktg.com(208) 555-0134$6,400Feb 5, 2024Winter seasonal release
Idlewild Garden CenterThaddeus Achterbergthaddeus.achterberg@idlewildgardencentermktg.com(208) 555-0135$3,600Aug 5, 2023Bulb season countdown

Also included

  • Session boardStage rules
  • Sessions waiting to be confirmedDigest
  • No-showRow action

Related templates