Web design & marketing agencies
Move projects from inquiry to approval without losing the scope along the way.
Agencies lose money when scope drifts, approvals stall and assets arrive late. We build a site that explains how you work and takes a project inquiry, a client portal for approvals, files and reports, and a back end for proposals, retainers, change requests, ad-spend pass-through and recurring care plans.
What we set up
Inquiry to proposal to retainer
A visitor sends a project inquiry and describes what they want in general terms. The AI assistant answers practical questions and takes the request. It never promises rankings, traffic, leads, sales or return on investment. After a discovery call you send a proposal with a scope, revision rounds and terms, then an e-signature and a retainer or project invoice.
Approvals, assets and calendars
Clients approve designs and copy in a portal, with revision rounds counted against the scope. Content and asset collection, project and campaign calendars, and change requests are tracked, so everyone sees what is in scope and what is new. Subcontractors and freelancers get only the files they need.
Care plans, ad spend and reporting
Hosting, maintenance and care plans bill automatically through your own payment processor. Ad spend is passed through with an approval before it is spent, and monthly reports for SEO, social and email deliverables go out on a schedule. Font, image and theme licenses and domain access are recorded with each client.
Where this business gets hard
Scope drift and unpaid extra rounds
One more page, one more round of changes, one more idea. A written scope with a number of revision rounds and a change request for anything new makes the conversation about what is next, not about what was unfair.
Clients are slow to send content and approve work
A project waits for logos, photos and copy, and your calendar fills up anyway. A client portal with an asset checklist, due dates and automatic reminders makes the wait visible and keeps it from falling on you.
Ad spend and accounts get tangled
Money spent on ads and platform fees must be approved, recorded and billed as a pass-through. A clear approval step, a spend record per client and written ownership of accounts avoid disputes.
Licenses and access are unclear
Fonts, stock images and themes have license terms, and domains and hosting accounts are sometimes registered to the agency by accident. A record of who owns and who has access to each item, written in the agreement, keeps handoffs clean.
Set up for the way you work
Not every web design & marketing agencies business runs the same way. We adjust the setup to fit yours.
- Web design and development studio
- Discovery, proposal, design approvals, revision rounds, launch checklist and a monthly care plan for hosting and updates.
- Marketing retainer agency
- Monthly deliverables across SEO, social and email, a content calendar, ad-spend pass-through and monthly reporting drive the setup. No result is promised.
- Freelancer or solo creative
- Fewer people but the same needs: a clean proposal, a portal for files and approvals, and recurring billing for care plans.
- White-label or subcontract agency
- Work done for other agencies under their name. Separate approvals, no direct client contact and clear terms about credit, ownership and payment between partners.
Busy seasons and slow ones
Many businesses plan marketing and site updates around the new year, before their own busy season and near budget cycles. Holiday campaigns need content collected weeks ahead, and summer and holidays can slow client approvals. We can set up asset reminders ahead of campaign dates, renewal prompts before a retainer ends, and a check-in with each care plan client before busy periods.
What your customers ask before they book
Your AI assistant and website are set up to answer these before anyone has to call.
- What is included in the price, and how many rounds of changes do I get?
- Who owns the website, the domain and the design files when it is done?
- How long does a project take, and what do you need from me?
- What does a monthly care plan cover, and can I cancel?
- How is ad spend handled, and who approves it?
- Can you guarantee rankings, traffic or leads?
Common mistakes we help you avoid
- Promising rankings, traffic, leads, sales or return on investment in a proposal, a post or an AI reply.
- Starting work without a signed scope that states revision rounds, what is not included and how change requests are priced.
- Registering a client's domain or accounts in the agency's name with nothing written about ownership.
- Using fonts, images or themes without checking the license, or passing off a license that does not transfer to the client.
No result promises, and rules vary
Advertising claims, testimonials, disclosures, data and privacy rules, and intellectual-property and licensing terms vary by state, platform and contract. The AI assistant and this site never promise rankings, traffic, leads, sales or return on investment. We do not write guarantees of results. Licensing for fonts, images and themes, ownership of domains and accounts, and kill-fee and late-payment terms should be written in your own agreements, and this is not legal advice. You stay responsible for compliance, your contracts and everything you advertise.
See it working
Click through a sample web design & marketing agencies website, then see the owner dashboard behind it.
How it works
- Step 1
Tell us about your business
A short call or the free AI check-up. No jargon.
- Step 2
We set it up
Your site, customer system and assistant, with your branding and your data.
- Step 3
You go live
We train you and your team, then keep everything running.
Under the hood
Pricing
One price: $349/month plus a one-time $750 setup. It includes your website, customer system, AI receptionist, hosting and support. Non-profits save 35%.
See where AI fits your business
Five minutes, free, and written in plain English.
Start the AI check-up