A brief the client fills in properly
Clients complete a service-specific brief by typing or by voice. AI structures the answers into fields, and the client reviews the result before submitting. Included in Agency Growth and Agency Scale.
For creative agencies
The operating system for creative agencies
Fewer revision loops. A record of every approval.
Agency Root gives a creative agency one branded app where briefs, scope, revisions and approvals are recorded, and where each client's profitability is visible.
- Briefs by voice or text
- Revision limits in scope
- Approvals by version
- Files stay in your tools
The problem
Round seven of "final" feedback
- The brief was a voice note. Half of it was never written down.
- Nobody agreed how many revisions were included. So every round is free.
- "Approved" was said on a call. Nobody can say which version it meant.
What you get
What Agency Root does for a creative agency
Scope with revision limits, locked
The client sees what they bought: deliverables, quantities, revision limits and exclusions. Approved scope is locked. A change becomes a change request, classified as included, paid, or needing a new quotation.
Approvals with a name, a time and a version
Client approvals arrive in one queue. Each approval, rejection or revision request is recorded with the person, time and version. A delivery evidence log shows when work was shared, viewed and approved.
The real cost of each client
See client profitability with the team's cost allocated to it, so a demanding account shows up in the numbers. Included in Agency Growth and Agency Scale.
Example: a logo goes to a fourth round. The scope shows three rounds included, so the fourth is raised as a paid change request.
Questions
Common question
Does Agency Root store our design files?
No. Creative files stay in Google Drive, Dropbox, Frame.io, Canva, OneDrive, YouTube or Vimeo. Agency Root stores secure links, and tracks deliverables, approvals and versions.