Marketing and creative agencies
Twelve retainers.One place to sign off.
A festive campaign for three clients, monthly deliverables for the rest, and every approval happening over WhatsApp screenshots. Work moves sign-off onto the work itself, and keeps the hours each retainer used.
Approvals · Website redesign
3 sentHomepage design v2
Approved“Go ahead with the new hero.” · approved by the client
Menu photography set
Changes requested“Swap the third image.” · v3 requested
Reservations flow
WaitingSent yesterday, waiting on the client
[ 01 ] How it runs here
Brief to approved, on the record
- 01
Client and project
One client record per account; a project per campaign or per retainer month.
- 02
Mark it client-visible
The deliverables the client should see go to their portal; drafts and internal notes stay internal.
- 03
The client decides there
Approve or request changes, with each version kept. Approval closes the task.
- 04
Hours against the retainer
The team logs time; retainer burn-down shows what is left this month.
[ 02 ] What agencies lean on
The parts that matter most
Client portal and approvals
Sign-off where the work is, with the decision and the version on record.
Your brand on the portal
Your name, logo and colours on what clients see, on the Agency plan.
Retainer burn-down
Hours used against each client's monthly allowance, before it runs out.
Workload across the studio
Who is overloaded this week, and who is free in three.
Recurring deliverables
Monthly reports and social calendars scheduled once.
Portal contacts are free
Clients never use an employee seat.
[ 03 ] Plans
Which plan has it
| Capability | Starter | Business | Agency |
|---|---|---|---|
| Client portal and approvals | Not included | Not included | Included |
| Your brand on the portal | Not included | Not included | Included |
| Time and retainer burn-down | Not included | Included | Included |
| Pipeline for new business | Not included | Included | Included |
Most agencies choose Agency: the portal, approvals and white-label are on it. Compare every plan