Engagements your client can follow, no weekly deck required.
Workstreams live on a board, reports and memos are pages with comments, and hours add up per customer and project. Throughout, there’s a clear line between what the client reads and what you discuss among yourselves.
- A weekly status deck that eats a whole afternoon
- An internal assessment that’s one forward away from the client
- Timesheets filled in on Friday, from memory
Checkout is on staging — please try a SEPA order.
Your board, in your words
Name the columns the way your team talks. Each one sits in one of seven stages, the steps from backlog to done that AgencyOS understands, and gets a label written for your client.
| Your column | Stage | Client reads |
|---|---|---|
| Scoping | Backlog | Scoping |
| Analysis | In progress | Analysis |
| Recommendations | In progress | Working on it |
| Partner review | Review | In review |
| Client review | Review | Your review, please |
| Delivered | Done | Delivered |
A week with AgencyOS
- 1
The overview replaces the deck
The client’s overview shows what’s in progress, what was decided and the latest pages, and it’s always up to date.
Status overview → - 2
Reports as pages
Write the memo as a document, with shared threads for the client and internal threads for your team, side by side.
Documents → - 3
Internal stays internal
Your assessment of the client is an internal note or page. It never even reaches their browser, so there’s nothing to accidentally reveal.
Privacy by design → - 4
Hours per engagement
Log time on the workstream it belongs to, or on the client in general. The week view shows you where the gaps are.
Time tracking →
AgencyOS records hours, but it doesn’t create invoices. Export an item’s time entries as CSV; billing happens in your accounting tool.
See it with your own customers in it.
We’ll set up your workspace with you and move your current projects over before the first call ends.