Template
Help
Pricing
Blog
Community
Contact Us
Creative agency proposal planning

Creative agency proposal planning

author
Bika.ai
date
1 min read

Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.

Creative agency proposal planning
Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.

Overview

Creative Agency Proposal Planning Template

💡 Why you should use Creative Agency Proposal Planning

Received a new RFP from a prospective client? This template is your ultimate guide to navigate the RFP lifecycle. It ensures a structured and timely approach, increasing your chances of securing that crucial contract.

👉 How the template works

The template consists of an automation and a database. The automation, "Weekly Tasks Summary", is triggered automatically at 6pm every Friday. It finds all unfinished tasks and summarizes them in a report that is sent to the admin. The database, "Tasks", contains various fields such as task name, status, deadline, type, description, files, and labels. It also has multiple views for organizing tasks by different criteria.

🎯 How to use

  1. Once you've imported the template, the "Tasks" database will be available.
  2. Add new tasks with details like name, status, deadline, type, description, and labels.
  3. The "Weekly Tasks Summary" automation will run automatically and send a report to the admin every Friday at 6pm.

👉 Who should use this template

This template is ideal for creative agencies, project managers, and anyone involved in proposal planning and project execution. It helps streamline the process and keep track of tasks and progress.

⭐ Key Features of This Template

  • Comprehensive task management with multiple fields and views.
  • Automated weekly task summary for better oversight.
  • Structured approach to proposal planning and project execution.

🔧 Frequently Asked Questions

  1. How do I customize the task fields? You can modify the task fields by editing the properties of the fields in the "Tasks" database.

  2. Can I change the schedule of the weekly task summary? Yes, you can adjust the trigger settings of the "Weekly Tasks Summary" automation to change the schedule.

  3. What if I need to add more views to the "Tasks" database? You can create additional views based on your specific requirements by using the available fields and filters.

Creative agency proposal planning
Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.
bika cta

Recommend Reading

Recommend AI Automation Templates

Email Marketer
Finds leads and sends a 3-day follow-up email sequence automatically.
Github Issues Creator
The Github Issues Creator is an AI agent for streamlined GitHub issue management. It simplifies creating, tracking, and prioritizing bugs, tasks, or feature requests directly within repositories. Ideal for teams, it ensures consistent formatting, automates repetitive steps, and integrates with development pipelines.
Stock News Reporter
This AI agent monitors and analyzes major U.S. stock news in real time to generate structured investment reports with key insights, market reactions, and sector-level summaries.
X/Twitter Manager
An AI-powered Twitter Assistant that helps content creators turn AI product experiences into viral tweets — with auto-polish, smart research, and one-click posting.
Agile Workflow
Streamlines project management for teams, enhancing collaboration and visibility in Agile practices
AI Automated Task Management
Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.