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Agencies: the right client, the right version, the right approver

Agency work rarely goes wrong in the work itself. It goes wrong at the edges: a report built from the wrong client's account, an “approved” that referred to last week's version, a campaign started before anyone had access to the ad account. We build the systems that carry each client, version and approver with the work, so your team spends its time on the work clients pay for.
Start a projectWhere agency work slips ↓
Client C-14 · home-goods retailer · this weekReportingSources pulled4 of 5 freshAds export missingreport held, not sentAccount lead toldchasing the exportContentSpring banner v3brief and v2 attachedInternal reviewpassedClient approvalmarketing directorOnboardingAgreement signedscope on fileAccess confirmedads, analytics, siteWork startedkickoff done

Four edges where agency work slips

Each one costs a client's trust, and none of them is about the quality of your creative or strategy.

  1. 01

    A report with a gap in it

    A missing source isn't a zero

    When an export fails, the report waits and the account lead hears about it, instead of a client seeing a month with no ad spend.

  2. 02

    An approval on the wrong version

    “Approved” meant v2

    Every decision is tied to the exact version and the person who made it, so nothing ships on an approval meant for something else.

  3. 03

    Work started before access arrived

    Kickoff without the keys

    A readiness checklist with owners means the team starts when the client is actually ready, not when the calendar says so.

  4. 04

    One client's material in another's workspace

    The worst email to send

    Every report, file and asset carries its client, and sharing checks it before anything leaves the building.

Held together by people, or by the system

Held together by people

  1. 01Reports assembled by hand at the start of every month
  2. 02Approvals scattered across email, chat and comments
  3. 03Onboarding tracked in someone's head
  4. 04Access left open after a client leaves

It works until your best account lead is on holiday.

Held together by the system

  1. 01Reports that build themselves and wait for complete data
  2. 02Every approval tied to a version and a named approver
  3. 03Onboarding with owners and a clear “ready to start”
  4. 04Access removed when the work ends

Your people do the client work. The system keeps the edges tidy.

Built for agencies

A good fit if you've outgrown spreadsheets and goodwill

Good fit

  • Monthly reporting takes your team days, every month.
  • Approvals get lost between email, chat and the review tool.
  • You onboard new clients often and each one is a scramble.

Not the right fit yet

  • A handful of clients, all handled personally by the founders.
  • You want AI to write client content that ships without review. We won't build that.

Questions agency owners ask

Is this only for marketing agencies?

No. Creative, digital, SEO and software agencies share the same edges: client reporting, versioned approvals and onboarding. We shape the system around your services.

Do we have to change our project and review tools?

Usually not. We connect to what your team already uses and add the checks between them.

Can clients see their reports and approvals?

Yes, if you want them to. Each client sees only their own work, and only what you choose to share.

How do we start?

Usually with whichever edge costs you most: often reporting. We'll look at one client's month and show you what we'd build.

Give your team their first week of the month back

Walk us through one client's month: reports, approvals and onboarding. We'll show you which edge to fix first.

Start a project