The starting point
Where it started.
This one is our own product. Repeated client delivery kept exposing the same gap: agencies running acquisition, client communication, reporting, content, sales and fulfilment across tools that did not talk to each other.
Each tool does its job. The trouble is usually the space between them: onboarding answers retyped into a task board, ad numbers copied into a report, call notes that never become tasks.
What was getting in the way
- Acquisition, client communication and reporting lived in separate tools
- Content, sales and fulfilment each had their own process
- The same gap showed up in one client delivery after another
The approach
How we thought about it.
So we turned the way we worked into software. The platform covers the path an agency client takes, from the first onboarding link to the regular report, and gives that client a portal on the agency’s own brand.
It is multi-tenant, which means each agency works in its own space on one shared platform. And where AI is used, a person checks the output before anything is sent.
Inside the build
What we built, and why.
Onboarding
A new client completes branded onboarding from one link, so the agency starts with what it needs.
Delivery
Boards and tasks shared between the agency team and each client, so both sides see the same status.
Reporting
Ad performance across Meta, Google Ads and GoHighLevel in one view.
AI with a person in the loop
A call summary becomes tasks and a draft follow-up email. A person checks it before anything is sent.
How it works
From start to finish.
For one agency client, it runs like this.
- Client joinsA new client completes branded onboarding from a single link.
- Work is plannedDelivery boards and tasks are shared between the agency team and the client.
- Calls become actionsAI turns a call summary into tasks and a follow-up email draft for a person to check.
- Results reportedAd performance is pulled from Meta, Google Ads and GoHighLevel.
- Client sees it allEverything sits in a white-labelled portal on the agency’s own brand.
Decisions that shaped it
The choices behind it.
Multi-tenant from the start
Each agency works in its own space, with its own brand, on one shared platform.
Built from repeated delivery
Each part came from a problem we had already worked through in client delivery.
Where it stands
Where it stands.
This is our own product, shown as proof of what we build. It is not presented as an external client result.
It is also where much of our delivery method comes from. The onboarding, the shared boards and the client portal are patterns we now build for clients.