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For marketing agencies

Retainers that run month after month, without the spreadsheet.

Social, SEO, content and performance retainers repeat every month. Trelyn runs each month as a cycle with its own tasks and deliverables, gets the content approved in the client's portal, and shows which accounts grow and which go quiet.

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Sound familiar?

Where the work gets stuck.

  • Every month starts from scratch

    The content calendar, the recurring tasks and the report are rebuilt by hand each period.

  • Approvals live in chat and email

    Feedback on posts and reports arrives in five places, and nobody knows which version was approved.

  • Scope creeps quietly

    An extra round here, an extra post there, and the retainer no longer covers the work.

  • Churn shows up too late

    A client going quiet is noticed when they cancel, not when contact dropped off.

The Trelyn workflow

One retainer, every month in step

The signed retainer becomes an engagement; each month is a cycle under it.

  1. 01

    Sell the retainer

    Deal with monthly value, proposal accepted in the deal room, agreement signed.

  2. 02

    Run the month as a cycle

    October's content and its tasks; the next period is created as this one ends, with recurring deliverables carried over.

  3. 03

    Approve in the portal

    Posts, visuals and the monthly report go to the client as deliveries to review, with comments pinned on them.

  4. 04

    Watch the account

    MRR, account health and contact frequency show which clients need attention before renewal.

An example lifecycle

One client, start to finish.

Each step is a record in Trelyn, linked to the one before it.

  1. LeadWebsite form
  2. DealMonthly value
  3. AgreementSigned online
  4. Social media cycleEvery month
  5. Content tasksTask Center
  6. Client reviewIn the portal
  7. DeliveryApproved
  8. ReportingMRR, health

What you use

The parts of Trelyn that do the work.

The outcome

  • Each month starts planned, not rebuilt
  • One place where the client approves the work
  • Review rounds beyond the retainer are visible
  • Accounts that go quiet are flagged before renewal

Other teams on Trelyn