Keepr for a marketing studio
Shaping the account
A studio usually splits by craft rather than by customer: a workspace for creative, one for paid media, one for content. Clients are organization-wide, so an account served by all three still totals up as one client, and each workspace keeps its own projects and its own time policies.
Give each account a client record and each retainer or campaign a project pointing at it. Projects carry a colour, which makes the report donuts readable at a glance once you have a few dozen.
Tags for the things that cut across projects
Tags live in the workspace and attach to entries, not to projects, which makes them the right home for anything that spans campaigns: “SEO”, “paid social”, “email”, “reporting”, “rework”. An entry can carry several.
Group a Summary by Tag to see the channel mix for a month, or filter by one tag and group by Client to see which accounts consume the most of a given craft. Tags have no colour and no hierarchy — keep the list short enough that people pick the right one.
Retainers and overservicing
Keepr holds no budget figure, so a retainer is watched by comparing the hours you sold with the hours the report shows: Summary over the retainer month, grouped by Client, filtered to Billable. Anything unbilled goes in as non-billable rather than being left untracked, which is what keeps the comparison honest.
For people who genuinely juggle — a designer on three campaigns in an afternoon — leave timer concurrency on “Allow concurrent timers”; up to three run at once. Where the studio would rather see one clean line per person, switch the organization or a single workspace to exclusive.
The weekly review
The Dashboard’s Team view is the Monday-morning screen: total time for the period, the billable share, active members, the project breakdown and a row per person with a utilisation bar scaled to the working days the period contains.
Leave the team digest on Weekly and account leads get the same figures by email, one message per organization, including the list of people who tracked nothing — usually the most useful line in it.