Agency Workflows

Run Your Agency Like
A Well-Oiled Machine

Coordinate multiple client projects with Kanban boards, keep teams aligned with built-in chat, and track time for accurate billing. One platform for the entire agency workflow.

Kanban BoardsProjectsTeam ChatTime Tracking

Agency Coordination Chaos

Agencies juggle multiple clients, each with unique workflows and deadlines. Without a unified system, work falls through cracks and teams waste time on coordination.

Projects scattered across different tools and spreadsheets
No visibility into what each team member is working on
Client communication mixed with internal discussions
Deadlines missed because no central project view
Time tracking disconnected from task management
Onboarding new team members takes forever
30%Of agency time spent on coordination, not delivery
15+Average projects an agency manages simultaneously
3 hrsWeekly time lost switching between disconnected tools

How Asrify Powers Agency Workflows

Project-Based Kanban Boards

Each client project gets its own Kanban board. Move tasks through stages: Brief, Design, Review, Approved. Visual work status at a glance.

Board per project with drag-drop columns and tickets

Project-Context Chat

Chat channels tied to projects keep discussions contextual. No more hunting through Slack threads to find project decisions.

Chat channels with project context and threading

Team Assignment & Workload

Assign tasks to designers, copywriters, and strategists. See everyone's workload to balance assignments fairly.

Ticket assignees with team member filtering

Integrated Time Tracking

Track time directly from task cards. Each client project accumulates hours for accurate billing without tool-switching.

Timer with project/board context auto-linking

Deadline Visibility

Set due dates on tasks and milestones. Timeline views show all agency deadlines across clients - no surprises.

Ticket due dates with timeline visualization

Client Documentation Hub

Store brand guidelines, project specs, and client preferences in the Hub. New team members get up to speed instantly.

Hub pages with client project documentation

The Agency Project Lifecycle

1

Client Onboarding

Create a project for the new client. Set up their Kanban board with your workflow stages. Add team members who will work on this account.

Uses: Projects
2

Brief & Planning

Create tasks from the creative brief. Assign to team members with due dates. Discuss requirements in the project chat channel.

Uses: Kanban Boards
3

Execution

Team members move cards as they work. Track time against tasks. Internal feedback happens in task comments or chat threads.

Uses: Kanban Boards
4

Client Review

Move work to the Review column. Share relevant Hub pages with clients for feedback. Iterate based on comments.

Uses: Knowledge Base
5

Delivery & Billing

Move completed work to Done. Time tracked generates the invoice. Archive the project or continue with the next phase.

Uses: Time Tracking

Case Study: Marketing Agency Transformation

Rachel, Creative Director at 15-person Agency
The Challenge

Rachel's agency managed 12 client accounts using Asana for projects, Slack for chat, Toggl for time, and Google Docs for briefs. Information was everywhere. Monday morning status meetings took 2 hours because no one had a complete picture.

The Solution

Asrify consolidated everything. Each client has a project with Kanban board, dedicated chat channel, and documentation Hub. Time tracking happens in context. Rachel sees all 12 projects in one dashboard.

The Outcome

Monday meetings dropped to 30 minutes. The agency saved $400/month on software. Onboarding new team members went from 2 weeks to 3 days. Client satisfaction scores improved because fewer things fell through cracks.

"We went from managing tools to actually managing projects."

Asrify vs Typical Agency Stack

FeatureAsrifyOthers
Project boardsIncluded$13/user (Asana)
Team chatIncluded$8/user (Slack)
Time trackingIncluded$9/user (Toggl)
DocumentationIncluded$10/user (Notion)
IntegrationNative - one systemFragmented
Total per user$5.83/user$40+/user
Deep Dive

The Agency Operations Advantage

The most profitable agencies share a counterintuitive trait: they invest heavily in operational infrastructure before they need it. While struggling agencies add tools reactively—a time tracker here, a communication app there—successful agencies build unified systems that scale. The cost of fragmented workflows compounds invisibly: context switching between tools, information lost in transitions, and coordination overhead that eats into billable hours.

Client concentration risk affects most agencies, with many deriving 40% or more of revenue from their largest account. This makes account transitions particularly dangerous. When a key team member leaves, institutional knowledge about major clients can walk out the door. Centralized project systems with documented client preferences, historical decisions, and communication logs transform tribal knowledge into organizational assets.

Scope creep represents the silent killer of agency profitability. Projects that begin with clear boundaries gradually expand through "small" client requests that accumulate into unpaid work. Agencies that track time at the task level—not just the project level—can demonstrate exactly how scope has changed, enabling conversations about additional billing before profitability erodes. The data also informs more accurate estimates for future projects.

Frequently Asked Questions

Yes. Each project's Kanban board can have different columns. Design projects might have Concept → Design → Review → Final, while content projects have Draft → Edit → Approve → Publish.

Use the Hub for shared documentation that clients can access. Internal discussions stay in project chat channels. You control what clients see.

Absolutely. Add team members to as many projects as needed. They see their assigned tasks across all projects in a unified view.

Start a timer directly from a task card. The time entry automatically links to that project and task. Reports show time per task, project, or client.

Yes. Set hour or currency budgets on projects. Track time against budgets to prevent overruns before they happen.

The timeline view shows deadlines across all projects. Filter by client, team member, or date range to see exactly what you need.

Transform Your Agency Workflow

Stop paying for disconnected tools. Asrify gives agencies project boards, team chat, time tracking, and documentation in one platform.