Collect the agreement, campaign goals, brand assets, and account access in one onboarding flow. Run the ongoing client relationship in the same workspace.
For paid-media, social, and full-service marketing agencies.
Your agency is launching a campaign for Acme & Co. You need their goals, creative assets, Meta access, and a clear place for approvals.
Send a branded flow that asks for the audience, offer, launch date, and success measures. Add your agreement and an upload step for the client’s brand files.
Explore client onboardingA few details. A better start together.
Request the Meta business assets and Google accounts your team needs. Use the provider’s connection or guided sharing process, then review the recorded details and any remaining approvals.
Explore platform access
Follow the steps. Keep your team moving.
Share campaign visuals and videos in the client portal. Ask the client to comment on the relevant version or video timestamp so your team can make the right revision.
Explore feedback & approvalsThoughtful things.
Made for everyday living.
Attach a recurring questionnaire to the client’s work. Ask what changed, review earlier responses, and keep tasks, conversations, and invoices with the same account.
Explore client managementA few details. A better start together.
Follow the steps. Keep your team moving.
Thoughtful things.
Made for everyday living.
Read client feedback, create tasks, work with messages, and more through MCP. Your assistant uses the workspace access you grant.
Explore AI & automationA prompt to try“Find Acme & Co.’s latest campaign feedback, create tasks for the requested changes, and draft a client update for my review.”Review the proposed actions before sharing anything with your client.
Reuse your onboarding process, keep campaign feedback with the work, and collect fresh priorities each month.
Walk through your workflowBring the people, plans, and next steps into one shared client experience.
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