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If you’re running an agency today, you already have clients, projects, deliverables, and a handful of tools holding it all together (usually spreadsheets + a few subscription apps).
Moving to an Agency OS can feel like a big switch, but you won’t be doing it alone.
Pick a time and we’ll get your Agency OS set up with the right structure, a clean client experience, and a clear path to going live.
This session is designed to help you go from "we’re evaluating" to a working foundation you can build on confidently, without redesigning your business in one day.
We’ll confirm what you’re tracking and how it should connect:
We’ll make sure your workspace feels like your operating system:
We'll setup logo + colors, page structure, client-facing layouts, your custom domain & DNS setup (clients.example.com)
We’ll set up a polished portal so clients can view project status & deliverables, submit requests, approve work (where needed), find key docs without email threads
We’ll define who can see what (and prevent accidental exposure). This means sitting up internal roles (admins, PMs, contractors) and client access (per client, per project, per record)
We’ll map the repetitive coordination work you want to eliminate. Notifications onsStatus changes, internal assigments for new client requests, and reminders for due dates.
If you already have data, we’ll cover the best way to migrate such as importing clients/projects from a spreadsheet (or existing system), what to migrate now vs later.
So we can move fast, bring whatever you have. We're not looking for perfection, it's not a test.
Best case:
Optional but helpful:
You’ll leave with:
Your onboarding session is free. For most agencies, the first call is enough to get the foundation in place and move toward launch.
If you have more complex requirements (multi-brand workspaces, multiple client portals, advanced permissions, or heavier automation), we can discuss those details during the call.
While on the Free plan, you can start a trial of any paid plans at the time of your choosing. This will give you 14 days of a trial of all the premium featues of that paid plan, after which you will be charged to stay on the paid plan.
If you wish to cancel your trial, you can do so from the billing page.
Yes, you can cancel your plan at any time. If you cancel before the end of your billing cycle, you will not have any access to the premium features, and you will be downgraded to the free plan.
Absolutely! You can change your plan whenever you need to. We want to make sure you’re on the plan that best fits your business, whether that means upgrading or downgrading.
We offer discounts for customers who choose to pay annually, so you enjoy an even more budget-friendly solution
