AgencyGenie
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Solutions

One platform, loaded for the agency you run.

Your agency type decides which starter catalog loads on day one. Every feature and module is the same for everyone.

Social mediaWebsite & ecommerceSoftware housesBook writing & publishing
Recurring work

Social media marketing agencies

Your work repeats every month. AgencyGenie runs each month as a cycle: plan the content, get the client's approval before anything goes live, report results, and charge the retainer by card.

  • Client pre-approval Posts wait in the portal until the client approves them.
  • Recurring billing Retainers charged by card each month through your Stripe.
  • Before and after Show follower, reach and lead results per cycle.

Usual setup

BasicCampaign ManagementSales Management
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
Project work

Website & ecommerce agencies

Sites are sold page by page and paid in milestones. Scope the build from your catalog, collect content from the client before design starts, and get each phase accepted on the record.

  • Input requests Logos, copy, product data and access requested and tracked.
  • Milestone payments Deposit, design approval and launch payments by card.
  • Handoff files Credentials and source files delivered and logged.

Usual setup

BasicProject ManagementSales Management
Starter catalog · sample deliverablesUnit
  • Landing page design & buildper page
  • Ecommerce store setupper store
  • Product uploadper 25 products
  • Copywritingper page
  • Care planper month
Project work

Software houses

Software scope changes constantly. Lock the SOW, price every new request as a change order, and get each release accepted before the next invoice goes out.

  • Change orders New requests are priced and signed before work starts.
  • Phase acceptance Each release accepted by the client in the portal.
  • Vendor bidding Send custom work out for bids through the Partner Portal.

Usual setup

BasicProject ManagementSales Management
Starter catalog · sample deliverablesUnit
  • Discovery & requirementsper workshop
  • UI/UX designper screen
  • Feature developmentper sprint
  • QA & testingper release
  • Maintenance retainerper month
Project work

Book writing & publishing agencies

Authors buy writing, editing, design and publishing in one package and approve the book chapter by chapter. AgencyGenie keeps every draft, approval and payment in order.

  • Chapter approvals Authors approve each chapter, saved with version and time.
  • Manuscript inputs Outlines, interviews and source material collected up front.
  • Milestone billing Payments tied to chapters or publishing stages.

Usual setup

BasicProject ManagementSales Management
Starter catalog · sample deliverablesUnit
  • Ghostwritingper 1,000 words
  • Developmental editingper manuscript
  • Cover designper cover
  • Interior formattingper edition
  • Publishing setupper platform

AI automation and cyber security agencies are next on the roadmap. Running one now? Talk to us.

See your agency running on it.

Book a 30-minute walkthrough. We load the starter catalog for your kind of agency, build a real proposal with you, and show what your client sees when it lands.

Book a free demo Call +1 833 307 4352