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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
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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$2,800Aug 21, 2025
Amberline Realty PartnersSeraphina Vogelseraphina@amberlinerealty.biz(612) 555-0166Ended$3,800Jan 3, 2025
Ashgrove Self StorageLeopold Zwickleopold@ashgrovestorage.biz(612) 555-0169Proposal sent$2,900—
Bellwether Pet SupplyFitzgerald Amesfitz@bellwetherpets.biz(612) 555-0163Paused$2,600Nov 9, 2025
Bluestem Lawn CareNoelle Ferrante-Haasmarisol@bluestemlawn.biz(612) 555-0172New lead——
Copperline Heating and AirJoaquin Strandjoaquin@copperlinehvac.biz(612) 555-0157Retainer active$3,100Jan 28, 2026
Corbel and Finch ArchitectsIgnatius Rhodesignatius@corbelfinch.biz(612) 555-0173New lead——
Driftwood Surf ShopBarnaby Castellanbarnaby@driftwoodsurf.biz(612) 555-0165Ended$1,900Nov 4, 2024
Fernwick Garden CentersXimena Castellanos-Beckodalys@fernwickgarden.biz(612) 555-0154Retainer active$5,200Feb 2, 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 6, 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 setApr 18, 2026Mar 19, 2026Mar 29, 2026Approved
Open house email seriesAmberline Realty PartnersEmail seriesMay 8, 2026Apr 8, 2026Apr 20, 2026Approved
Treat-box social calendarBellwether Pet SupplySocial calendarAug 6, 2026Jul 12, 2026Jul 22, 2026Approved
Gift card landing pageJuniper Hollow SpaLanding pageAug 21, 2026Jul 27, 2026Aug 4, 2026Approved
September performance reportTidewater Brewing CompanyMonthly reportSep 15, 2026Sep 12, 2026Sep 14, 2026Approved
September performance reportFernwick Garden CentersMonthly reportSep 17, 2026Sep 14, 2026Sep 16, 2026Approved
September performance reportCopperline Heating and AirMonthly reportSep 17, 2026Sep 15, 2026Sep 16, 2026Approved
September performance reportRedfern Auto GroupMonthly reportSep 18, 2026Sep 16, 2026Sep 18, 2026Approved
Trade-in landing pageRedfern Auto GroupLanding pageSep 21, 2026Sep 1, 2026Sep 8, 2026Approved
September search ad setSagebrush OutfittersAd setSep 23, 2026Sep 11, 2026Sep 16, 2026Approved
Winter-ready landing pageCopperline Heating and AirLanding pageSep 25, 2026Sep 5, 2026Sep 10, 2026Approved
Whitening promotion landing pageAlderbrook Family DentalLanding pageSep 27, 2026Sep 9, 2026Sep 17, 2026Approved

26 more rows

Forms and booking

Request new work

Form
Request new workA page a client uses to ask the agency for another piece of work.
What would you like us to make? *
What kind of work is it?Landing pageAd setEmail seriesSocial calendarMonthly reportVideo cut
When do you need it by?
Anything we should know before we start?
Send to the team

Dashboards

Agency numbers

Clients
Retainer dollars by stage
  • Retainer active$39,900
  • Paused$5,600
  • Ended$5,700
  • Proposal sent$15,100
  • New lead$0
Clients by account lead24
Clients by how they found us
  • Referral7
  • Past client3
  • Conference5
  • Website4
  • Cold outreach5
Monthly retainers booked$39,900

Also included

  • Client portalClient portal
  • Work waiting on clientsDigest

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