A WORKING DAY, IN FOUR ACTSGUIDED PRODUCT TOUR

One client.
The whole picture.

Meet Orbit Coffee. A sample agency retainer, one more revision, and the decisions that follow.

ACTUAL PRODUCT
ILLUSTRATIVE STORY
01 / A COMMERCIAL STARTING POINT

First, give the
work a home.

Orbit Coffee’s monthly creative retainer has an agreed fee of MYR 24,000. The client, owner, period and fee belong together.

Costs, published files and invoices connect back to that engagement. Media spend has a separate ledger.

Explore retainers & projects ↗
Sample retainer file in the Offbeat agency workspace
Actual Offbeat screen · sample agency data
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02 / THE NEXT SCOPE CONVERSATION

Another
“tiny” revision?

The team has recorded MYR 21,120 in delivery costs. That leaves MYR 2,880 before overheads. What would the next round cost?

Try the estimate. Use an internal delivery cost rate, not the price you charge the client.

Explore fees & contribution ↗
ILLUSTRATIVE MYR / BEFORE OVERHEADS
Creative fee24,000Recorded costs21,120
Contribution after this revisionMYR 1,440

MYR 1,440 in extra costs. 94% of the creative fee used.

A conversation aid, not a quote or a forecast. Media and overheads are excluded. Nothing is saved.

03 / OVER TO THE CLIENT

The right version.
A recorded yes.

The team publishes the next deliverable. Orbit Coffee sees the file in its portal and can approve that version or ask for changes.

The decision stays with the reviewed version. Internal drafts, cost rates and relationship notes stay in the agency workspace.

Explore files & approvals ↗
Offbeat client portal showing work ready for review
Actual Offbeat screen · sample agency data
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04 / CLOSE THE PERIOD

Good work.
Then, getting paid.

Review fee and media lines separately, then issue the invoice. A monthly retainer schedule can create the next invoice after the service period closes.

Automatic collection needs the client’s saved-card permission, a valid limit and an active processor connection. The client can revoke permission.

Live online payments require an activated gateway. Automatic saved-card collection uses Stripe. The tour does not make a charge.

Explore invoices & payments ↗
Client payment screen showing invoices and payment authorization
Actual Offbeat screen · sample agency data
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THE POINT OF THE PICTURE

More context.
A better next decision.

The fee, the work, the client and the invoice belong in the same conversation.

30 DAYS TO FIND YOUR RHYTHM

Your agency.
With room to move.

Start your 30-day trial

No card required. Yours to explore for 30 days.

GOOD AT THE WORK. BETTER AT THE BUSINESS.Offbeat