Marketing agency

Orchardine Fields Marketing · Marketing agency · Boise, ID

Briony Bjornsson leads the account side of Orchardine Fields Marketing, a twelve-person digital marketing agency, and reads one board to see where each client request stands, who owns it and which finished jobs have not been paid.

Agencies and creativeWork ordersChecklists4 tables · 6 views · 1 form · 3 dimension sets · 1 dashboard · 1 checklist · 1 notification · 1 stage rule set · 1 agent
Use this template

Campaign board

Campaigns
Requested4
Fall promotion launchOF-3101Redwillow Family Dental
Back-to-school offersOF-3102Brackenridge Outfitters
Spring open houseOF-3103Highline Credit Union
Holiday gift guideOF-3104Tamarack Trail Brewing
Scoped4
New patient welcome seriesOF-3105Bluebell Pediatric Therapy
Grand opening pushOF-3106Cinder Ridge Roofing
Seasonal menu launchOF-3107Owyhee Valley Cider Works
Retargeting refreshOF-3108Juniper Lane Realty
In production6
Brand video cut-downOF-3109Redwillow Family Dental
Quarterly results reportOF-3110Brackenridge Outfitters
Local search tune-upOF-3111Highline Credit Union
Event signup pageOF-3112Tamarack Trail Brewing
Customer win-back emailsOF-3113Bluebell Pediatric Therapy
1 more
In review4
Product launch pageOF-3115Owyhee Valley Cider Works
Loyalty program teaserOF-3116Juniper Lane Realty
Harvest festival promotionOF-3117Redwillow Family Dental
Referral campaignOF-3118Brackenridge Outfitters
Delivered4
Winter clearance pushOF-3119Highline Credit Union
Community sponsorship recapOF-3120Tamarack Trail Brewing
Review request seriesOF-3121Bluebell Pediatric Therapy
Instagram story adsOF-3122Cinder Ridge Roofing
Invoiced5
Neighborhood mailer follow-upOF-3123Owyhee Valley Cider Works
Testimonial video editOF-3124Juniper Lane Realty
Website refresh landing pageOF-3125Redwillow Family Dental
Lead magnet download pageOF-3126Brackenridge Outfitters
Spring cleaning promotionOF-3127Highline Credit Union
Paid7
Anniversary offer emailsOF-3128Tamarack Trail Brewing
Open enrollment remindersOF-3129Bluebell Pediatric Therapy
Contractor recruiting adsOF-3130Cinder Ridge Roofing
Staff spotlight videoOF-3131Owyhee Valley Cider Works
Monthly performance reportOF-3132Juniper Lane Realty
2 more

Tables

Campaigns

34 sample rows · 17 columns

Every request a client sends, from the first email to the payment, with its owner, dates and fee.

CampaignRequestClientKind of workStageOwnerRequested
Fall promotion launchOF-3101Redwillow Family DentalSearch adsRequestedAmaranta Dunmore-PikeOct 4, 2026
Back-to-school offersOF-3102Brackenridge OutfittersEmail programRequestedAmaranta Dunmore-PikeOct 2, 2026
Spring open houseOF-3103Highline Credit UnionPaid socialRequestedAmaranta Dunmore-PikeOct 2, 2026
Holiday gift guideOF-3104Tamarack Trail BrewingMonthly reportRequestedBriony BjornssonSep 30, 2026
New patient welcome seriesOF-3105Bluebell Pediatric TherapyVideo editScopedBriony BjornssonSep 27, 2026
Grand opening pushOF-3106Cinder Ridge RoofingLanding pageScopedBriony BjornssonSep 25, 2026
Seasonal menu launchOF-3107Owyhee Valley Cider WorksSearch adsScopedBriony BjornssonSep 23, 2026
Retargeting refreshOF-3108Juniper Lane RealtyEmail programScopedBriony BjornssonSep 21, 2026
Brand video cut-downOF-3109Redwillow Family DentalPaid socialIn productionBriony BjornssonSep 19, 2026
Customer win-back emailsOF-3113Bluebell Pediatric TherapySearch adsIn productionAmaranta Dunmore-PikeSep 19, 2026
Quarterly results reportOF-3110Brackenridge OutfittersMonthly reportIn productionAmaranta Dunmore-PikeSep 15, 2026
Weekend sale adsOF-3114Cinder Ridge RoofingEmail programIn productionAmaranta Dunmore-PikeSep 15, 2026

22 more rows

Clients

8 sample rows · 10 columns

The businesses the agency works for, with how they are billed and what is still unpaid.

ClientIndustryHow billedMonthly retainerContactContact phoneContact email
Bluebell Pediatric TherapyHealthcareRetainer$2,600Marcellus Ayodele(208) 555-0115marcellus.ayodele@bluebellpediatrictherapy.net
Brackenridge OutfittersRetailPer project$0Ptolemy Haskell(208) 555-0112ptolemy.haskell@sagebrushoutfittersgear.net
Cinder Ridge RoofingHome servicesPer project$0Philomena Strand-Okoye(208) 555-0116philomena.strand@cinderridgeroofingnw.com
Highline Credit UnionFinanceRetainer$4,800Oriel Nakagawa-Voss(208) 555-0113oriel.nakagawa@highlinecreditunionboise.org
Juniper Lane RealtyReal estatePer project$0Cordelia Venn-Abara(208) 555-0118cordelia.venn@juniperlanerealtygroup.com
Owyhee Valley Cider WorksFood and drinkRetainer$2,100Anders Teague-Mbeki(208) 555-0117anders.teague@owyheevalleyciderworks.net
Redwillow Family DentalHealthcareRetainer$3,200Jocasta Brennerman(208) 555-0111jocasta.brennerman@redwillowfamilydentalcare.com
Tamarack Trail BrewingFood and drinkPer project$0Dessa Quillfeather(208) 555-0114dessa.quillfeather@tamaracktrailbrewingco.com

Pieces of work

44 sample rows · 5 columns

The separate things inside a campaign, such as an ad set or an email draft, each with its own status.

PieceCampaignStatusDueHours
Subject line tests: Winter preview emailsWinter preview emailsApprovedAug 12, 202610
Keyword list: Fall hiring pushFall hiring pushApprovedAug 15, 20268
Landing page build: Monthly performance reportMonthly performance reportApprovedAug 18, 20266
Ad copy set: Staff spotlight videoStaff spotlight videoApprovedAug 21, 20264
Report deck: Contractor recruiting adsContractor recruiting adsApprovedAug 24, 202612
Tracking setup: Open enrollment remindersOpen enrollment remindersApprovedAug 27, 202610
Hero image set: Anniversary offer emailsAnniversary offer emailsApprovedAug 30, 20268
Subject line tests: Testimonial video editTestimonial video editApprovedSep 16, 202610
Keyword list: Neighborhood mailer follow-upNeighborhood mailer follow-upApprovedSep 17, 20268
Banner pack: Spring cleaning promotionSpring cleaning promotionApprovedSep 19, 20266
Cut-down video: Lead magnet download pageLead magnet download pageApprovedSep 20, 20264
Email draft: Website refresh landing pageWebsite refresh landing pageApprovedSep 21, 202612

32 more rows

Forms and booking

Log a client request

Form
Log a client requestWhat the desk fills in when a client emails or calls with a new piece of work.
What request number does it get? *OF- and four digits.
What is the work called? *
Which client asked? *
What kind of work is it? *Paid socialEmail programSearch adsLanding pageVideo editMonthly report
When does the client need it?
What fee was quoted?
Log the request

Dashboards

The agency at a glance

Campaigns
Campaigns by stage
  • Requested4
  • Scoped4
  • In production6
  • In review4
  • Delivered4
  • Invoiced5
  • Paid7
Fees by kind of work
  • Search ads$18,300
  • Email program$12,300
  • Paid social$15,600
  • Monthly report$8,100
  • Video edit$22,250
  • Landing page$18,850
Campaigns by owner34

Also included

  • Kickoff to delivery checklistChecklist
  • Campaign boardStage rules
  • Work deliveredNotificationTells the account lead the day a campaign is marked Delivered so the invoice can go out.