Workado gives your team a centralized location to manage your agency's operations.
Marketing campaigns aren't one-off projects. In Workado your campaigns are organized in monthly blocks, not as one big project.
This allows you to schedule sets of different tasks for different months.
Don't just create a task that says "write blog post". Instead create separate tasks for brainstorming, research, outlining, writing, editing, finding images, etc. This helps you demonstrate more value to your clients.
At the beginning of every month, you can choose to send clients a report that documents what you and your team did for them the previous month.
This keeps clients informed about what they are paying you for every month. One agency using Workado has told us they've seen a 30% increase in renewals.
Clients appreciate just being in the loop. By having all of your tasks broken down to their smallest form, they will find more value in your services.
Utilizing monthly task templates allows you to quickly setup new campaigns and focus on what needs to be done.
For example, you might have a template setup for all of your onboarding processes. Then a separate template setup for your various workflows.
You can load multiple templates into a month, so create several templates for each of your workflows (local, blog creation, blog promotion, social etc).
Your entire team will be in the know whether you work in an office shoulder to shoulder, your team is fully remote, or somewhere in between.
At-a-glance campaign progress bars, real time updates, campaign notifications, and notes allows everyone to know what's going on without the need for interruptions.
You can designate a team member as Employees (which has full use of the system aside from billing details) or as Contractors (who only see campaigns with tasks assigned to them).
In just one month from starting the use of Workado our workflow has nearly doubled, allowing us to provide greater SEO results for our clients at Epic Web Results! Additionally, with minimal effort in setting up over 30 client campaigns and hassle-free ongoing task documentation, our SEO team has been able to effectively report all aspects of each task completed for each campaign to each client. Thanks Workado!!!
Doug Kirby
Epic Web Results