The problem
Recurring client work shouldn’t start from scratch every cycle.
Retainer projects cloned by hand
Account managers duplicate last month’s board for each client and re-date every task before the team can start.
Approvals slip between cycles
Client review steps get forgotten when they are not built into the workflow, and deadlines move with them.
Every client gets a slightly different process
Without a shared template, quality depends on who manages the account rather than on how your agency works.
Example templates
Recurring workflows agencies automate with Recurmana
Monthly client reporting
Monthly- Pull analytics and ad platform data
- Build performance report
- Internal QA and commentary
- Send report and schedule client call
Content calendar
Monthly- Plan topics and keywords
- Draft and edit content
- Client approval
- Schedule and publish
SEO maintenance
Monthly- Run technical site audit
- Fix crawl and indexing issues
- Update internal links
- Report ranking changes
Quarterly strategy review
Quarterly- Review results against goals
- Prepare recommendations deck
- Client strategy meeting
- Update next-quarter plan
How it works
Build the process once. Run it for every client.
- 01
Turn your checklist into a task template with owners and due-date offsets.
- 02
Wrap it in a recurring template: monthly, quarterly, fiscal or custom.
- 03
Attach it to every client that receives that service.
- 04
Recurmana creates each client’s project on schedule, ready to work.
Frequently asked questions
Recurmana for agencies
How do agencies automate recurring client projects?
Create a task template for each retained deliverable, set its cadence in a recurring template, and attach it to every client on that retainer. Recurmana generates each client’s project with tasks, owners and dates on schedule.
Can project names include the client and month?
Yes. Template variables power smart auto-naming, so generated projects can be named like “Acme Co. — Monthly Report — March” without manual editing.
Can I build client approvals into the workflow?
Yes. Add approval as its own task with an owner and due-date offset, and use custom statuses to show when work is waiting on the client.
What happens to future projects when I change a template?
Future generated projects inherit template updates automatically, so improving your process once improves it for every client going forward.
Is Recurmana a replacement for Asana or Monday.com?
Recurmana is focused on recurring client work: it creates the next cycle of projects for you on schedule. Agencies whose work is mostly repeat deliverables use it to remove the manual setup general-purpose tools require.