Social media agency
Velvetmoor Gate Social · Social media agency · Savannah, GA
Ilse Marchetti is the community lead at Velvetmoor Gate Social, a social media agency in Savannah, and she uses it to answer each client ask and finish it before Friday, asking a built-in helper about the open work as she goes.
Agencies and creativeCustomer serviceAgents4 tables · 6 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 stage rule set · 1 row action · 1 agent
Use this templateRequest board
Client requestsNew4
Release party event page copyFernlight Brewing CompanyPost revision
Pause ads over the holiday weekIronspire Climbing GymAd budget change
Budget for the sale launchLumen & Loom FabricsAd budget change
Where is the third quarter reportLumen & Loom FabricsReport question
In progress6
Add the Black Friday push to the calendarCedar & Cobalt OutfittersContent calendar change
Add the new owner to the pagePennywhistle Toy ShopAccount access
Cut the listing ad budgetSummit Ridge Realty GroupAd budget change
Consent wording on the before and after postTidewater Dental StudioPost revision
Beginner night promo ideasIronspire Climbing GymNew campaign idea
1 moreWaiting on client5
Move the vaccine reminder postNorthgate Veterinary ClinicContent calendar change
Card charged twice in SeptemberPennywhistle Toy ShopBilling question
Retainer renewal dateTidewater Dental StudioBilling question
Front desk login is locked outTidewater Dental StudioAccount access
Add the comp night to the calendarIronspire Climbing GymContent calendar change
Resolved15
Fix the croissant giveaway captionHollowbrook BakeryPost revision
Autumn menu launch ideasHollowbrook BakeryNew campaign idea
Why reach fell on the bakery pageHollowbrook BakeryReport question
Swap the hero photo on the tent postCedar & Cobalt OutfittersPost revision
Raise ad budget for the sale weekendCedar & Cobalt OutfittersAd budget change
10 moreTables
Client requests
30 sample rows · 16 columnsEvery ask a client sends the agency, with who sent it, what kind it is, who owns the answer and when it was closed.
| Request | Client | Kind | Owner | Asked by | Asker email | Came by |
|---|---|---|---|---|---|---|
| Budget for the sale launch | Lumen & Loom Fabrics | Ad budget change | — | Genevieve Underhill-Chaudhry | genevieve.underhillchaudhry@brandmailbox-clients.net | Slack |
| Where is the third quarter report | Lumen & Loom Fabrics | Report question | — | Hugo Draycott-Mwangi | hugo.draycottmwangi@brandmailbox-clients.net | |
| Pause ads over the holiday week | Ironspire Climbing Gym | Ad budget change | — | Barnaby Fairbairn-Ortiz | barnaby.fairbairnortiz@brandmailbox-clients.net | |
| Release party event page copy | Fernlight Brewing Company | Post revision | — | Marisol Brightmore-Nkosi | marisol.brightmorenkosi@brandmailbox-clients.net | Slack |
| Fabric drop carousel order | Lumen & Loom Fabrics | Post revision | Mathilde Cavendish-Obi | Reginald Gallagher-Tran | reginald.gallaghertran@brandmailbox-clients.net | Client portal |
| Beginner night promo ideas | Ironspire Climbing Gym | New campaign idea | Fidelio Armitage-Sokolov | Perpetua Mbeki-Lundgren | perpetua.mbekilundgren@brandmailbox-clients.net | Client portal |
| Consent wording on the before and after post | Tidewater Dental Studio | Post revision | Dahlia Nwosu-Eriksen | Fitzroy Lockridge-Park | fitzroy.lockridgepark@brandmailbox-clients.net | Phone |
| Cut the listing ad budget | Summit Ridge Realty Group | Ad budget change | Kenji Alvarsson-Pruitt | Winifred Wetherell-Sato | winifred.wetherellsato@brandmailbox-clients.net | |
| Add the comp night to the calendar | Ironspire Climbing Gym | Content calendar change | Fidelio Armitage-Sokolov | Clementine Thackwell-Boateng | clementine.thackwellboateng@brandmailbox-clients.net | Slack |
| Add the new owner to the page | Pennywhistle Toy Shop | Account access | Dahlia Nwosu-Eriksen | Seraphine Halloran-Vu | seraphine.halloranvu@brandmailbox-clients.net | |
| Front desk login is locked out | Tidewater Dental Studio | Account access | Dahlia Nwosu-Eriksen | Ignatius Pennington-Zhou | ignatius.penningtonzhou@brandmailbox-clients.net | Phone |
| Add the Black Friday push to the calendar | Cedar & Cobalt Outfitters | Content calendar change | Kenji Alvarsson-Pruitt | Caspian Kettering-Mensah | caspian.ketteringmensah@brandmailbox-clients.net | Client portal |
18 more rows
Clients
10 sample rows · 7 columnsThe brands the agency runs social media for, with the plan they pay for and every request they have sent.
| Client | Plan | Monthly retainer | Requests |
|---|---|---|---|
| Cedar & Cobalt Outfitters | Full service | $4,800 | Swap the hero photo on the tent post, Raise ad budget for the sale weekend, Add the Black Friday push to the calendar |
| Fernlight Brewing Company | Growth | $2,600 | Release party event page copy, Taproom winter hours on the calendar, Question about the follower numbers |
| Hollowbrook Bakery | Growth | $2,400 | Fix the croissant giveaway caption, Autumn menu launch ideas, Why reach fell on the bakery page |
| Ironspire Climbing Gym | Starter | $1,300 | Beginner night promo ideas, Pause ads over the holiday week, Add the comp night to the calendar |
| Lumen & Loom Fabrics | Full service | $3,900 | Fabric drop carousel order, Budget for the sale launch, Where is the third quarter report |
| Marisol Yoga Collective | Starter | $1,200 | Update the teacher bio on the pinned post, Invoice shows an extra month, New studio manager needs scheduler access |
| Northgate Veterinary Clinic | Growth | $2,200 | Adoption day campaign ideas, Move the vaccine reminder post, Explain the engagement dip in the report |
| Pennywhistle Toy Shop | Starter | $1,400 | Holiday catalog carousel changes, Card charged twice in September, Add the new owner to the page |
| Summit Ridge Realty Group | Full service | $5,200 | Open house reel needs a new first frame, Cut the listing ad budget, Spring market campaign ideas |
| Tidewater Dental Studio | Growth | $2,000 | Consent wording on the before and after post, Retainer renewal date, Front desk login is locked out |
Request kinds
7 sample rows · 2 columnsThe kinds of ask the agency handles, with the hours each usually takes.
| Kind | Usual hours |
|---|---|
| Post revision | 1.5 |
| New campaign idea | 4 |
| Report question | 1 |
| Ad budget change | 2 |
| Billing question | 0.5 |
| Account access | 0.5 |
| Content calendar change | 2 |
Forms and booking
Send a request
FormSend a requestThe page where a client tells the agency what they need changed, answered or planned.
What do you need from us? *
Which brand are you writing for? *
Your name *
Which email should the answer go to?
Which kind of ask is it closest to?
How soon does it matter?LowNormalUrgent
Is there a day it must be done by?
Send the requestDashboards
Desk week
Client requestsHours in progress12.3
Requests by owner30
Requests by status
- Resolved15
- In progress6
- Waiting on client5
- New4
Requests by kind30
Also included
- Draft the replyRow action
- Request boardStage rules
- Requests in progressDigest
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