Your customers
- Real estate developers
- Schools and coaching institutes
- Clinics and hospitals
- Jewellers and retailers
- Restaurants
- D2C brands
- Local manufacturers
Creators, media and online selling · Services
MatruOS for an advertising & digital marketing agency
Set up the way an advertising & digital marketing agency runs: monthly retainers for social media and content; performance marketing management fee (10-20% of ad spend or flat); one-off campaigns, shoots and websites; media commission (15% from INS-accredited print, radio, outdoor) and mark-up on re-billed media. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What an advertising & digital marketing agency deals with today, and what MatruOS sets up for it
Today
Retainer and re-billed ad spend invoices paid 45-90 days late while salaries go out on the 1st. Extra posts and edits done for free because nobody logged them.
In MatruOS
MatruOS sets up 9 routines, 2 workflows, 3 registers and 10 licences for an advertising & digital marketing agency, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- client brand
- agency
- platforms and media owners
- audience
Your suppliers
- Meta and Google (ad spend)
- Freelance designers, editors, photographers
- Models and influencers
- Print, radio and outdoor media owners
- Software tools (design, scheduling, analytics)
Credit and cash
Retainer billed on the 1st in advance with 15-30 days terms, actually paid in 30-60 days; ad spend prepaid to platforms by card or monthly invoice; publishers give accredited agencies 30-60 days
Salaries paid on the 1st-7th before retainers arrive; re-billed ad spend can lock up lakhs if a client pays late; TDS by clients claimed at year-end
Your screens use your words
CustomerClientOrderBriefItemDeliverableStaffTeam memberproductService
How it works
How MatruOS is set up for an advertising & digital marketing agency
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Advertising & digital marketing agency", typed when you sign up.
- Recognised as an advertising & digital marketing agencyRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for an advertising & digital marketing agency
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Checks each client's spend pacing and cost per lead against target, flags overspend, rejected ads and payment failures, and lists ad sets to pause
Asks you before sending
Drafts next month's post plan per client around festivals and offers, with captions and designer briefs, avoiding last month's repeats
Asks you before sending
Builds each client's monthly report with spend, leads, cost per lead and top posts, and drafts three findings for the account manager to edit
Asks you before sending
Prepares retainer and re-billing invoices with logged extras, tracks TDS deducted, and drafts reminders for invoices past due
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
10:00 amMorning stand-up and work allocation
- 1Go through today's posts due and pending approvals per client
- 2Allocate design and edit work with deadlines
- 3Posts due today
11:30 amAd accounts spend and lead check
- 1Check each client's daily spend against budget and pacing
- 2Check cost per lead against the target and pause poor ad sets
- 3Rejected ads or payment failures
6:30 pmEvening posting and replies
- 1Publish or confirm scheduled posts that are approved
- 2Reply to comments and DMs as per client guidelines
- 3Nothing posted without approval in the calendar
Every week
WedWeekly client check-in
- 1Share what went live and early numbers
- 2Note new requests and whether they are inside scope
- 3Log out-of-scope work for an extra quote
Every month
22ndNext month's content calendar
- 1Plan posts around festivals, offers and the client's goals
- 2Write captions and briefs for designers
- 3Send the calendar for approval by the 25th
3rdMonthly performance report
- 1Pull reach, engagement, leads, spend and cost per lead per client
- 2Write three findings and next month's plan
- 3Send by the 5th
1stRetainer invoices and collections
- 1Raise retainer invoices and re-billed ad spend with proof of spend
- 2Add approved extras logged during the month
- 3List invoices unpaid beyond 30 days and call
Every year
MarRetainer renewals and year-end tax
- 1Review each retainer's results and send renewal proposals with revised fees
- 2Collect TDS certificates and match with AIS
- 3Renew LUT for export clients before 1 April
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Post from brief to live
- 1Brief and caption written
- 2Design or edit done
- 3Internal check
- 4Client approvesNeeds approval
- 5Posted and logged
New client onboarding
- 1Proposal and scope sent
- 2Client signs and pays first monthNeeds approval
- 3Access to pages and ad accounts given
- 4Kick-off and brand guide collected
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Clients and retainers
Content calendar and approvals
Ad spend and leads ledger
Creative compliance check
Keep client ads within the advertising code and law
Ad account and page ownership
Keep the client owning their accounts and data
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Social media management retainer | 998361 | 18% |
| Performance marketing management fee | 998361 | 18% |
| Ad spend re-billed (Meta and Google) | 998365 | 18% |
| Campaign creative and ad film concept | 998361 | 18% |
| Product or reel shoot day | 999612 | 18% |
| Website design and build | 998314 | 18% |
| Search engine optimisation retainer | 998361 | 18% |
| Newspaper ad space (released for client) | 998363 | 5% |
| Logo and brand identity | 998391 | 18% |
- GST registration
- Udyam (MSME) registration
- Shops and Establishments registration
- Professional tax registration
- TAN (tax deduction account number)If it applies
- PF registration (EPFO)If it applies
- ESI registration (ESIC)If it applies
- TrademarkIf it applies
- GST Letter of Undertaking (LUT) for exportsIf it applies
- Other licence or contract
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
FounderWins clients and pitches, sets fees, approves creative and invoices, handles collections.
Account managerTakes briefs, runs calendar and approvals, sends reports, handles client calls.
DesignerMakes posts, reels and ad creatives, does revisions.
Performance marketerSets up and watches ad campaigns, tracks leads and cost, reports results.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for an advertising & digital marketing agency?
Type one line about your business when you sign up, for example "Advertising & digital marketing agency". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Creators, media and online selling
Other services in creators, media and online selling
Run an advertising & digital marketing agency on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes