A retainer needs boundaries
A client may think a monthly fee includes every extra reel, revision and launch campaign. Write down channels, content formats, review rounds and the work that needs a separate estimate before production begins.
Software for social media managers
Run the business behind the content.
The launch posts are drafted, but the client asks for another platform and an extra review round. That is a scope conversation as well as a creative task. Connect the agreed deliverables, production hours and invoice while publishing and design stay in your chosen tools.
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The everyday details
You know the work.
The admin adds up.
Approval delays change your workload
A missing product photo or an unanswered draft can shift the whole production day. Keep pending tasks and client notes visible so you can discuss the effect on delivery rather than silently absorbing another rush.
Small requests consume real hours
Caption edits, community replies and image sourcing can disappear between larger projects. When the invoice reflects only finished posts, you lose sight of the time spent managing the account.
Several client contacts can give conflicting feedback
An owner, store manager and outside designer may all comment on the same asset. Establish who consolidates feedback and who can approve additional work so the account does not accumulate competing instructions.
How Microtra helps
Keep the business connected.
Use the tools that fit your day, with your records ready on your phone or on the web.
Price the agreed scope
Build estimates with separate lines for content planning, photography coordination, short-form edits and community coverage. Use quantities that reflect your agreement, such as assets, hours or a defined service period.
Explore this featureGive each campaign a working record
Keep project details, tasks and notes with the client. Record the inputs you are waiting for and the delivery responsibilities agreed with the business owner.
Explore this featureMeasure the work around publishing
Log production and revision time against work and staff. Review the hours before agreeing to absorb an extra platform or expand a retainer.
Explore this featureBill without losing the context
Share an invoice PDF from your device after reviewing delivered work and approved additions. Record payment collected through your usual method and review outstanding balances.
Explore this featureReview the cost of outside production
Enter business expenses and billable client costs with receipt photos. Keep a licensed image, freelancer expense or location charge distinct from your own time when reviewing the campaign account.
Explore this featureA day in the life
From the first quote to paid.
Translate the brief into deliverables
Confirm the target audience, channels, asset types and approval contact. Prepare a scope that separates ongoing account work from the launch campaign.
Set out the production work
Add tasks for copy, artwork coordination and review. Arrange your own schedule around the client's input dates and the work your team can actually deliver.
Record the revision round
Log time spent responding to comments and keep notes about changed deliverables. Obtain agreement before work moves beyond the original scope.
Review the retainer invoice
Compare the completed service and approved extras with the agreement. Share the PDF, record payment received and use the time record when discussing the next scope.
Your words
Find your way around.
Choose Other when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
- Your work
- Job
- Your customer
- Client
Room to get started
Plans from $5.99/month.
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Your business. Your next step.
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Compare plansA few useful answers
Questions from social media managers.
Will Microtra publish or analyze social posts?
Microtra does not publish social posts, monitor channels or supply engagement analytics. It supports client administration, estimates, work records, time and invoicing alongside the creative and publishing tools you choose.
How should I set up a content agency?
Select Other for Job and Client terminology. Linked records and stock start off; the basic setup keeps the focus on client work, scheduling and the records behind your fee.
Can I describe a retainer without counting every post?
Use a clear service description that defines the period, channels and deliverables covered. Keep additional campaign work on separate lines so a broad retainer label does not hide a changed scope.
Where should client account credentials go?
Use your chosen credential-management process for platform access. Keep Microtra notes focused on business contacts, responsibilities and agreed work rather than passwords, access codes or confidential campaign material.
How can I invoice a separate launch project?
Give the launch its own agreed service description and estimate lines, even when the same client has ongoing support. Define the assets and review work included so the project can be understood independently from the monthly retainer.
Templates
Guides
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Read the guideSoftware for small business
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