Customer Stories
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Resources & Tools
Boost Team Productivity and Profitability
Agency Project Management Checklist
Use this checklist to reevaluate your processes for efficiencies and to ensure your projects run smoothly from start to finish.
The Ultimate Marketing Plan Checklist
Use this checklist to help your client draft a marketing plan, or to ensure their current marketing plan hits all the important marks.
Agency Project Management Checklist
Use this checklist to reevaluate your processes for efficiencies and to ensure your projects run smoothly from start to finish.
Function Point Product Fact Sheet
Download the Function Point Fact Sheet to get a detailed layout of FP’s features and out how it can make your agency more productive.
Client Engagement Worksheet
Use the Client Engagement Worksheet to map out how you’re going to keep clients impressed from pitch to project completion.
Agency Tools: Free Creative Brief Template
Keep projects on track from day one. Use FP’s customizable creative brief templates to plan projects effectively.
EBooks & Reports
Learn the Ins and Outs of Being Positively Productive
2018 Agency Productivity Report
Function Point partnered with the Agency Management Institute to get the latest trends in agency productivity.
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Webinars
Find Out About Key Features and Best Practices
FP Ambassador Series: Veugeler Design Group
Tap into tried and tested tactics as we check-in with FP Ambassador, Veugeler Design Group, to take a deep dive into how they’re using FP to boost agency efficiency and profitability.
FP Ambassador Series: Firefly Partners
Learn how to build an agency with remote workers and use project management software to promote a healthy work-life balance, with marketing maven Jen Maceyko.
FP Ambassador Series: Veugeler Design Group
Tap into tried and tested tactics as we check-in with FP Ambassador, Veugeler Design Group, to take a deep dive into how they’re using FP to boost agency efficiency and profitability.
The Masters 2.0 Webinar Series
This webinar series covers common topics for project and traffic managers, owners, accountants, AEs, and creatives.
The Masters Webinar Series
This webinar series covers commonly asked about topics from project and traffic managers, owners, accountants, AEs, and creatives.
FP Expert 2.0 Webinars
This webinar series covers system setup, general admin, invoicing, project and task management, CRM, accounting integration, and retainers.
FP Expert Webinars
This webinar series reviews common topics in FP: CRM, project and task management, CRM, accounting integration, and retainers.
Go with the (Work)flow Webinar Series
Workflows are like waves; you gotta understand them before standing on your board. This series will take you through 4 radical workflows.
Featured Resources
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