Solutions / Multi-Service Agencies
For Multi-Service Agencies
Every service line, one client record, one way of approving work.
When one client buys a website, a Google Ads account, and monthly content, three teams end up holding three versions of the same client. Agency OS gives every service line the same record, the same review process, and the same view of what the client needs next.
The pain
More services should mean more revenue per client, not more coordination.
Each service line grows its own tools, intake form, and approval habit. The client gets asked the same questions three times and approves work in three different places. Account managers spend their week translating between teams.
- The web team and the ads team describe the client's offer differently
- A new service means a new onboarding form
- Approvals for a website, a campaign, and a content batch live in three places
- Nobody can say, at a glance, what each client is waiting on
Agency workflow
How a multi-service client runs in Agency OS
- 01
One onboarding
Business facts, offers, brand rules, and proof are captured once on the client record.
- 02
Service lines draw from it
Sites, Ads, and Content read the same record, so the offer is described the same way everywhere.
- 03
Work lands in shared review
A launch batch can hold the homepage, the campaign build, and the launch posts together.
- 04
Decisions go back to the record
Every approval and change request is recorded against the client, visible to every team.
Relevant products
Where to start
- Agency OS CompletePrivate Pilot
The full lifecycle on one record: the natural fit once you run three or more services.
- Agency OS ReviewBeta
One review process across every service line. A practical first step.
- Agency OS AdsAvailable
Standardized Google Ads builds and maintenance, the most mature module.
- Agency OS SitesBeta
Website builds that start from the shared client record.
Monthly content batches in the client's brand.
Review and approval
A launch is one batch, not three email threads.
Group a client's launch deliverables across service lines into one batch. The client reviews the site, the campaign, and the launch content in one sitting, and each team gets its own revision package.
- 01Homepage
- 02Service pages
- 03Search campaign build
- 04Launch social posts
- 05Ad creative
Implementation path
Implementation path
- Walkthrough of your service lines and where handoffs break
- Start with Review across every service, or with the service line under the most pressure
- Consolidate onboarding into one client record
- Connect Sites, Ads, and Content as each team is ready