Agency client management
Onboard and manage every client account
Client profiles, brand-intake briefs, scope of work, retainers, onboarding checklists, team roles and invoices — one structured record for every account your agency manages. Sign in to open your workspace, or see how it works.
Agency client management
A marketing agency lives or dies by how well it manages its roster of client accounts — and most teams scatter that information across a shared drive, a spreadsheet of retainers, an intake form in someone’s inbox and a half-finished onboarding doc nobody can find. Client Management in AI Marketing Dashboard gives every client you manage a single, structured account record: who they are, what their brand sounds like, the scope you’ve agreed, the checklist that gets them launched, the people on their team and the invoices on their ledger. This is the home for your client relationships, kept deliberately separate from your sales pipeline and your file drive.
Each managed client gets its own profile — an editable record carrying the essentials your team reaches for constantly: company name, industry, the date you began working together, the plan they're on, their working timezone, account status and a profile picture. It's the at-a-glance identity of the relationship, so anyone picking up the account knows who they're working for without asking around.
Underneath the profile sits a full brand-intake brief, organized into seven sections you fill in once and reference forever: Company Background, Target Audiences, Services, Social Media, Brand Guidelines, Competitors and Voice. Instead of hunting for the kickoff questionnaire in an old email thread, the strategist, the copywriter and the designer all read from the same brand brief — and the brand assets you attach here also surface in the client's file drive, so the logos and guidelines live where the work happens.
The scope tab is fully editable rather than a static document. A stats band across the top summarizes the account at a glance — how many services are active, how many are paused, what's still available, the retainer figure and the hours committed — so the shape of the engagement is legible the moment you open it. No more digging through a signed PDF to remember what a client is actually paying for.
Each service is its own card with an editable status, a note and a budget or KPI target, you can add custom services for anything outside the standard menu, and an editable documents list keeps the statements of work and addenda attached to the account. When a retainer changes or a service pauses, you update the record in seconds — and the scope that everyone references stays true instead of drifting out of date.
Onboarding a new client is the moment an agency is most likely to drop a step — access not granted, a pixel not installed, an intro call not booked. Each account carries its own onboarding checklist, so a new client follows the same repeatable launch sequence every time and nobody is improvising the first two weeks from memory.
Because the checklist lives on the account rather than in a generic task list, the launch state is always visible alongside everything else you know about the client. Anyone on the team can open the account and see exactly what's done and what's still outstanding before the relationship is fully up and running — which is how a growing agency keeps a consistent first impression across every new logo it signs.
Every client needs clear ownership, so each account has role-lead cards for the core functions — Account Manager, Marketing, Design and Development — naming the single person accountable for that discipline on that client. When a question comes in or work needs assigning, there's no ambiguity about who runs which part of the engagement.
Beyond the leads, an additional-team-members section lets you assign anyone else to the account without making them a lead, so contributors who touch the work are on the record without muddying who's actually responsible. The result is a staffing map per client that the whole agency can read at a glance — and that stays attached to the account as people rotate on and off it.
An agency's relationship with a client is operational and financial, so the account record keeps the money side close to everything else. Per-client invoices and accounting live on the account, so when you're reviewing a relationship you're not jumping into a separate billing tool to remember where things stand.
Keeping the financial picture next to the scope, the brief and the onboarding state means an account manager can speak to the whole relationship from one place — the work agreed, the work delivered and the invoices behind it — instead of stitching the story together from three disconnected systems before a renewal conversation.
Beyond the human side of a relationship, every client comes with technical plumbing — the domains and DNS you manage, the email authentication that keeps their campaigns deliverable (SPF, DKIM and DMARC), and the Twilio Voice setup behind phone numbers, routing, trust and provider readiness. A per-client Data Settings tab is the designated place this configuration is organized, account by account.
Rather than tracking each client's domains, email records and voice infrastructure in scattered notes, the account record is where that technical context belongs alongside the brief and the scope. SMS and A2P remain a separate future messaging domain, while the current Twilio surface stays focused on voice. The full operating picture of a client — brand, scope, finances and infrastructure — sits in one structured record instead of being spread across separate tools.
