FIELD GUIDE / AZION LABS
Run an agency from the client brief to collection
Agency management works best when delivery and money remain connected. Tarteeb is an Arabic-first web workspace for client relationships, project execution and invoicing, supported by 13 specialised AI agents. The goal of this guide is a reviewable operating process: clear ownership, explicit approval and fewer ambiguous handovers.
By AZION LabsUpdated:
Who this is forMarketing agencies, creative studios, development teams and consulting businesses managing multiple clients.
Make the brief an operating agreement
Before assigning tasks, record the deliverable, reviewer, acceptance conditions and agreed dates. Separate “work completed” from “client approved”: a design can be finished internally while still awaiting feedback. A shared definition of each state prevents the project board and invoice discussion from telling different stories.
Tarteeb links clients, projects, tasks and invoices. Use that relationship deliberately: keep the client context on the client record, delivery instructions on the project, and one accountable person on each task. When scope changes, update the agreement before silently adding another round of work.
Give agents a defined job and review boundary
A useful first agent task is narrow: identify unassigned work or draft a project update. Review the suggestion against the actual brief before expanding its role. Tarteeb describes per-agent approval modes, a named action log and a 14-day administrator undo window. Closing or reassigning tasks still requires approval; agents do not contact clients or alter financial records.
Review exceptions as well as successful actions. Repeatedly rejecting the same suggestion usually indicates missing context or an unclear rule. Fix the input or instruction, then observe a small batch again. Treat automation as an operating responsibility with an owner, not an unattended setting.
Review delivery and collection together
At the weekly review, compare upcoming commitments with available people, then inspect invoices linked to those commitments. A busy team is not necessarily a profitable team, and an issued invoice is not collected cash. Confirm the work accepted, the amount billed and the payment recorded separately. Keep customer reminders as reviewed communications with an agreed sender.
Workflow
A repeatable agency operating cycle
- 01 →
Capture the brief
Confirm scope, acceptance, client contact and payment milestones.
- 02 →
Plan the work
Adapt a template; assign owners, dependencies and dates.
- 03 →
Review agent suggestions
Approve useful actions and correct missing context.
- 04 →
Confirm delivery
Record review outcomes and explicitly agree scope changes.
- 05 →
Track collection
Connect invoices, recorded payments and the next follow-up.
Suggested team practice. Features and agent limits depend on the selected plan and role.
Decision guide
Four views of the same agency work
| View | Best review question | Useful discipline |
|---|---|---|
| Table | Which tasks lack an owner or date? | Review missing fields consistently |
| Board | Where is work waiting? | Define each status before moving cards |
| Calendar | What is due this week? | Distinguish delivery from review dates |
| Timeline | Which commitments overlap? | Check dependencies and team capacity |
Views change how tasks are read; they do not create four separate project records.
Metrics explained
- On-time completion
- Tasks completed by their agreed due date ÷ tasks due in the period × 100. Preserve date changes for fair interpretation.
- Work in progress
- Started tasks that are not complete. Review by owner and status; task count alone does not measure effort.
- Overdue receivables
- Unpaid invoice balances past their due date, grouped by age. Exclude draft invoices and account for recorded credits.
- Approval turnaround
- Elapsed time from a review request to its recorded decision. Separate internal review from client review.
Data & charts
How to read these figures
Every chart identifies its period, unit, and source. Published market data describes its stated market; product inventories describe features or catalog entries. Neither is a measurement of customer results.
Tasks in four published starter templates
An inventory comparison of the sample templates shown on Tarteeb’s product page.
Tasks per template
Scale starts at zero
Template defaults, not completed customer work or productivity results. Adapt the tasks to scope and capacity; a larger count does not imply greater effort.
Source:Tarteeb agency workspace and template examples
View the data table
| Category | Value |
|---|---|
| Consulting project | 10 |
| Website build | 13 |
| Visual identity | 12 |
| Monthly social management | 13 |
Planning windows in the same starter templates
Default calendar spans help a team inspect the shape of a template before adapting it.
Calendar days
Scale starts at zero
Published template spans, not service guarantees, measured completion times or person-days of effort. Agree an actual schedule with your team and client.
Source:Tarteeb agency workspace and template examples
View the data table
| Category | Value |
|---|---|
| Consulting project | 45 |
| Website build | 60 |
| Visual identity | 35 |
| Monthly social management | 30 |
Questions, answered
Which Tarteeb product does this page describe?
The agency-management web platform at tarteeb.ai, covering client work, projects, tasks and invoicing.
Does recording payment move money?
The product’s walkthrough describes payment recording as documentation, not payment processing or bank confirmation. Verify receipt independently before recording it.
Can we keep a human review step?
Yes. Start agents in a suggestion-and-approval mode and assign a reviewer. Review their action history alongside project exceptions.
How should we choose a plan?
Count team members, active projects and storage needs first. Check the current plan page for included reporting, automation and limits before committing.
References & further reading
- 01Tarteeb agency workspace and template examples ↗
Tarteeb
Primary source for linked workflows, agent controls, task views and template counts.
- 02Tarteeb plans and limits ↗
Tarteeb
Check current included features and capacity. This guide does not fix subscription prices.