“The client said they never approved that post.”
It went live, they disliked it, and the approval was a thumbs-up in a group chat.
Social media marketing agencies
Software for social media marketing agencies.
Your work repeats every month, and so do the arguments: what was approved, what was extra, and whether the retainer was paid. AgencyGenie runs each month as a cycle, holds every post until the client approves it, and charges the retainer by card.
From $99/month · Your clients pay into your own Stripe account
Sound familiar?
Where the money leaks on this kind of work.
“The retainer is invoiced by hand every month.”
Someone remembers on the 3rd, chases on the 12th, and the month closes unpaid.
“Scope creep eats the retainer.”
Twelve posts became twenty, plus two ad accounts, and the price never moved.
What changes
What AgencyGenie puts on the record.
Client pre-approval before anything publishes
Posts, captions and creatives wait in the portal until the client approves them, and the approval is saved with the version.
Retainers billed automatically
Monthly card billing through your own Stripe account, posted against the right client and scope.
Monthly cycles with before-and-after results
Each month is a cycle with its own plan, approvals and reported results.
Extra work priced as extra work
Anything beyond the cycle becomes a priced change order instead of a favour.
Day one
Your starter catalog, ready to edit.
Your agency type decides which starter catalog loads when your account is created. Every deliverable carries its unit, its internal cost, the inputs you need from the client and the files you hand back, so proposals are priced from what the work really costs.
Usual setup
BasicCampaign ManagementSales Management
- Edit the costs and units to match your rates
- Build proposals from the catalog, with margin visible before you send
- Bundle deliverables into packages that sell at one price
Starter catalog · sample deliverablesUnit
- Monthly social management, 3 platformsper month
- Content calendar & 20 postsper cycle
- Paid ads managementper ad account
- Short-form video editsper video
- Monthly performance reportper cycle
Proof
Every approval and payment, kept as evidence.
If a client disputes a card payment, the record is already assembled: the signed scope, the payment, the files they sent, what you delivered and each approval, with dates and versions. See how chargeback protection works →
Sign-off trail · example projectExample
- Proposal v3 sentFrom Scope Studio, by email and portal
- Proposal v3 approved and signedClient contact, signed in to portal
- Deposit paid, $2,400.00Card via your Stripe account
- Inputs received from clientUploaded in the portal, unlocks the work
- Stage 1 acceptedPhase acceptance recorded
FAQ
Questions about this setup.
How does the client approval workflow work?
Each post or creative is sent to the client in their portal and by email. Nothing is marked ready to publish until they approve it, and the approval is saved with who approved it, which version and when.
Can AgencyGenie bill monthly retainers automatically?
Yes. Retainers are charged by card each month through your own Stripe account, and each payment posts against the client and the scope of work.
Does it handle more than one brand per client?
Yes. One client can hold several brands, each with its own contacts, approvals and campaigns.
Other kinds of agency: Book writing & publishingSoftware housesWebsites & ecommerce
See it loaded for your agency.
Book a 30-minute walkthrough. We load this starter catalog, build a real proposal with you, and show you exactly what your client sees when it lands.
