Customers

What a customer represents

A customer is the client context behind the agency's work. It should answer the question: who is this campaign for? Keeping this information at the customer level prevents teams from duplicating client information across campaigns and advertisements.

Where the customer fits

When creating a customer

• Use a clear, recognisable customer name.
• Keep the record aligned with the actual client relationship.
• Check for an existing customer before creating duplicates.
• Use the customer as the starting point for campaign work.

What happens next?

Once the customer exists, create a campaign under that customer. The campaign then becomes the working container for advertisements, planning and commercial activity.