
Setting up a reliable process
Helping your clients achieve exceptional marketing success can be a rewarding experience. To replicate that feeling with the next client and then the next one, you need an app that lets you standardize successful processes and deploy them reliably. Our Workflows are a great fit! They guarantee that every step is executed precisely as it should be, allowing you to establish a framework for a successful and repeatable process

Sticking to SLAs
Clients can be impatient at times. Many expect top-notch brand positioning & social media strategies at a push of a button. With workstreams.ai you can stick to agreements and have full transparency between you and your client with our shared taskboard & in-app calendar features. Your clients can have a visual overview of all deliverables that you've agreed on! Our calendar lays out all the tasks in a project in daily, weekly, and monthly views.

Understanding expectations
Communicating with your clients throughout the relationship is crucial for a lasting, productive relationship. Easier said than done. Our app allows you to set your preferred level of transparency with your clients so that they can actually see for themselves how far along the process is. Invite them to your taskboards, add them as observers on specific tasks, and talk to them right in the context of the work at hand!

Lead generation
Having a reliable stream of new clients is a constant challenge for marketing agencies, especially those just starting out. Use our workflows, Kanban boards & calendar views to set up a reliable outbound process and acquire promising leads at a steady pace. Set up everything from the initial screening, to the pitch your agents do. Allow our app to get you your next client so that you can focus on delivering results for them.