For Marketing Agencies
Run Client Work Without Losing Control Between Tools.
See how leads, clients, delivery work, files and commercial visibility are intended to stay connected as your agency grows.
The problem
Where work starts to fragment.
Agency work breaks when sales, delivery, files and reporting live in separate places.
Connected workflow
From disconnected tools to one connected workflow.
- Enquiry received
A new customer request enters the workflow with its initial contact and enquiry context ready for follow-up.
Next -> Sales qualification - Lead qualification
Sales reviews the enquiry, confirms fit and decides the next action before the opportunity progresses.
Next -> Create client record - Connected client context
The qualified lead becomes a client record so future work stays linked to one source of context.
Next -> Project creation - Project creation
The client requirement becomes a delivery project with clear ownership, scope and work visibility.
Next -> Assign work - Work gets assigned
Project commitments become actionable tasks so the team knows what needs to be done and who owns it.
Next -> Link requirements - Files stay linked
Requirements and files stay beside the work so delivery context is easier to find later.
Next -> Delivery review - Delivery review
Progress is reviewed against the work already in motion, helping teams spot what needs attention.
Next -> Finance visibility - Commercial visibility
Commercial status is checked alongside the related client and project context.
Next -> Reporting review - Reporting review
Reporting status is reviewed so movement, delays and attention areas can be understood together.
Next -> Connected workflow
Relevant capabilities
Grow Biz OS modules that support this solution.
Capture leads, track ownership and move pipeline work forward.
Keep client identity, contacts, work and commercial context together.
Organize client commitments, ownership, milestones and delivery health.
Give every next step an owner, priority, due date and status.
Product view
See how it works in practice.
Role views
What each role can see.
Pipeline, delivery status, team assignments, finance visibility and reporting in one view.
Lead ownership, follow-up context, client conversion and delivery handoff.
Project status, task assignments, client approvals and delivery visibility.
Assigned tasks, project context, deadlines and delivery requirements.
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