Research and prioritise
Define the ideal client, industry and region; review companies found in Explorador before preparing an approach.
From prospecting to delivery: organise your agency’s work.
Find companies for your campaigns, gather Instagram and WhatsApp enquiries, and track proposals, jobs and revisions with Bastidor.
Marketing and advertising agencies
One workflow, with clear responsibilities.
Qualify the conversation
Gather the objective, service, deadline and decision-maker. Assess Instagram in preview and configure WhatsApp questions and human handover.
Agree and track the work
Confirm the proposal, scope and revisions with the client. Organise the JOB, tasks and deliverables in a compatible local Bastidor installation.
Workflow simulation
An agency’s B2B campaign
A campaign for a business client · objective, deadline and deliverables to confirm.
Define the research
Research companies in Explorador and select those that best fit the campaign audience.
- Owner
- Agency sales + Explorador
Assess the Instagram channel
Instagram Agent, in preview, helps gather enquiry context and hand it over to the campaign team.
- Owner
- Campaign owner
Gather the brief
Use configured WhatsApp questions to gather the objective, service and deadline, then hand over to the team.
- Owner
- WhatsApp + account team
Approve the proposal
The agency and client confirm price, scope, deliverables, revisions and approval ownership.
- Owner
- Agency + client
Track delivery
One operator organises the job, tasks and revisions in Bastidor.
- Owner
- Bastidor operator
Marketing and advertising agencies
Where to start
Choose the products that fit your workflow. Makers Studio can help connect tools or adapt processes.
Explorador Comercial
Research companies by region and sector for campaigns and new accounts. Review their fit before reaching out.
Explore Explorador Comercial →WhatsApp Agent
Gather the objective, service and deadline, then hand the brief to the account team.
Explore WhatsApp Agent →Bastidor
Track agency jobs, deliverables and revisions locally, with one main operator.
Explore Bastidor →More products for this workflow
Instagram Agent
Preview: triage campaign enquiries and handover to the account team.
Explore Instagram Agent →What we need to understand
- Agency services, ideal client and company research criteria.
- Authorised accounts and channels, response rules and exception handling.
- A sample brief, proposal and client assignment with defined deliverables and revisions.
- Operating system and main operator for assessing Bastidor.
Who should be involved
Agency owners, sales, account management and production: choose one workflow and identify who decides, delivers and approves.
Situations worth reviewing
- Company lists without clear campaign criteria.
- Enquiries in DMs and WhatsApp without a brief or an owner.
- Proposals, revisions and deliverables scattered across tools.
From workflow to first delivery.
We start with your workflow and existing tools to define a useful first deliverable for your team.
Questions about this workflow
Is this for the agency or its clients?
Start with the agency’s own operations or a client workflow, such as customer service, prospecting or delivery management.
Are the four products connected automatically?
No. They can support complementary steps, but exports, context handovers and integrations need a defined process. Studio can assess a specific connection.
Can Instagram and Bastidor support a team with multiple clients?
Instagram is in preview / Early Access. Bastidor organises clients and jobs in a local Linux x64 installation with one main operator. Studio can assess a solution for sharing work across people and accounts.
Which workflow would you like to improve?
Makers leads the initial conversation. Share your context. This assessment helps decide between an existing product, a demonstration or a more detailed Studio discovery engagement.
Discuss this workflowStudio · Detailed project brief →