Teams

Unify client intake, delivery, and reporting.

Agencies consolidate client data entry across tools, streamline creative-to-client handoffs, and automate weekly reporting — cutting hours per client and accelerating project starts.

Agency delivery studioClient intake · project delivery · reporting
01
Unify client intake

Data entered across 4 disconnected tools

02
Streamline delivery handoffs

Creative → PM → client approval gaps

03
Consolidate reporting

Weekly status built manually from 3 sources

−6.2h per clientprimary result
−6.2h per client · 38% faster project start
4 duplicate work paths detected Different teams enter the same customer data three times · 18.4 hours wasted weekly
Customer info entered 3×
CRM profile↔CS onboarding tool↔Billing system
Duplicate entry
Vendor intake form
Notion↔Jira ticket↔Asana project
Duplicate entry
Contract metadata
Google Drive↔Legal tracker↔Finance sheet
Duplicate entry
Kickoff checklist
Confluence↔CS playbook↔Loom walkthrough
Duplicate entry
18.4hwasted weekly
$14,200annual labor cost
6systems involved

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