I run a newsletter agency, handling clients across a wide spectrum of the travel industry. While they all follow the same system, they’re all at different stages with unique quirks and requirements. Agency Architect allows me to maintain clients individual routines, while allowing me a wide ‘big picture’ view of the entire operation – marketing, lead gen and content planning. The dedicated space for documents, meetings and invoicing also means I don’t have to reinvent the wheel every time I onboard a new client – it’s all there, the entire step-by-step process, immediately at my fingertips. I’m a solopreneur and Agency Architect is working like a dream. It also has the module for adding team members, so it’ll grow with me as I expand my team.

I manage hundreds of websites for a company, while also planning to build a side business of web design for customers that my company doesn’t service. After limping through using multiple tools piecemealed for this. Because the tools are piecemealed there’s no clean flow of the process. After giving it a whirl this incorporates basically everything I need to go through the process with a customer all in one place. I love that I can customize it to my specific needs, like for my company I don’t need everything but for my side business, I plan to use every piece. I would recommend this template for anyone who works through multiple processes with their customers and wants to keep them organized.