A home screen that answers the client
In the client workspace, the client sees current stage, next milestone, what is waiting on them, what is waiting on the agency, payment status and the latest report.
For account managers
Agency Root for account managers
Stop being the status update.
Agency Root gives an account manager one client workspace per client, where requests, approvals, scope and reports are recorded, so the client can see progress without asking.
- Tracked requests
- One approval queue
- Locked scope
- Client-safe minutes
The problem
Your day is other people's questions
- "Where are we?" The client cannot see progress, so they ask you.
- "Did they approve it?" The answer is somewhere in a thread.
- "Was that in the scope?" Nobody remembers what was agreed.
What you get
What Agency Root does for account managers
Requests with an owner and a date
Client requests arrive as tracked items instead of messages. Each accepted request has an owner, a next step and an expected completion date.
Approvals you can point to
Client approvals arrive in one queue. Each one is recorded with the person, time and version.
Scope that settles the argument
Approved scope is locked. A change becomes a change request, classified as included, paid, or needing a new quotation.
Minutes the client can read
After a meeting, minutes of meeting are produced in a client-safe version, without internal notes or margins. Included in Agency Growth and Agency Scale.
Reports and a record of delivery
Publish client reports to the workspace, so the client always knows where the latest one is. A delivery evidence log records when work was shared, when the client viewed it and when it was approved.
Questions
Common question
Can the client see my internal notes?
No. Internal notes, internal review comments, costs and margins are never shown to clients. This is enforced on the server.