THE AGENCYOS FIELD GUIDEGood work.
Good work.
Clear next steps.
Everything you need to find your way around,
connect your tools, and keep your agency moving.
Start with your next step.
Four paths. A clear way forward.01
Set up your agency
Get the right people, preferences, and accounts in place.
02
Manage client work
Know the context. Give the next step a clear owner.
03
Connect your AI assistant
Choose its access, then try a task you can verify.
04
Use the client portal
For clients: sign in, find shared work, and respond.
PUT IT INTO PRACTICE
One goal. Start to finish.
Take a new lead through to a quote
Capture the conversation, plan the follow-up, and prepare a reviewed offer for delivery.
Prepare for a client meeting
Bring the latest client context, blockers, and decisions into one useful meeting brief.
Review a client’s performance
Choose the right account and dates, interpret the results, and save a private report for review.
THE WORK, EXPLAINED
39 practical guidesOne workspace. Plenty of possibilities.
Workspace and team
Features
- Choose metrics for each report slide
- Organize your Gmail inbox
- Edit a quote before acceptance
- Set your quote-number prefix
- Review and send a QuickBooks invoice
- Plan a project with phased payments
- Move a sales opportunity forward
- Prepare a quote and agreement
- Create an invoice from an accepted quote
- Keep client work in one place
- Plan and finish a task
- Review advertising performance
- Bring your schedule together
- Work through your inbox
- Create a client report
- Share a reviewed report
- Review customer invoices
- Resolve an alert
Integrations
Client portal
Troubleshooting
A LITTLE EXTRA HELPYour next pair of hands.
Your next pair of hands.
Your call, always.
Turn a question into a useful brief, prepare for a client call, or plan your next move. Learn what your assistant can do and how to stay in control.
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