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Use case

From retainer kickoff to client review.

One workspace per client. Connect their accounts, invite the team, then run Lab, Post, and Campaigns without mixing brands.

Book a demo Agencies solutions page
  • KickoffWorkspace + Connections
  • DeliveryLab, Post, Campaigns
  • ReviewCalendar next to the flight
A client week queued in Athenous Post for an agency team

The checklist

Scope, deliver, walk through.

  1. 01

    Scope

    Open a workspace for the contract. Link only that client's profiles and ad accounts.

  2. 02

    Deliver

    Strategists draft in Lab. Social queues Post. Buyers build the flight in Campaigns — same workspace.

  3. 03

    Walk through

    Bring the calendar and the flight to the review. The Lab draft stays next to the post it was written for.

How it works

A concrete agency week

  1. 01

    Stand up the workspace

    Create the client on Team workspaces and invite strategists, buyers, and the client member if they approve.

  2. 02

    Connect their stack

    Link social and ad accounts in Connections so OAuth stays inside that brand.

  3. 03

    Ship organic and paid

    Queue the week in Post, draft in Lab, and open Campaigns for the flight.

  4. 04

    Review without a merge

    Account leads walk the same calendar and flight the team operated on — not three exports reconciled on Friday.

Why this sticks

Margin stays in delivery, not reconciling

  • Repeatable onboardingWorkspace, connections, rhythm, review — the same checklist for each retainer.
  • No crossed accountsA post for one client does not land in another's queue.
  • One handoffStrategy and paid look at the same objects in the same workspace.
  • When it endsThat client's accounts remain in their workspace.

The company page, and the paid seat

Agencies solutions

Buyer-facing company page on Agencies.

Questions

Workflow questions

How do you onboard a new retainer?

Open a workspace for the client, connect their profiles and ad accounts, invite the team in Collaborate, then run Lab, Post, and Campaigns inside that boundary.

How do you keep brands from mixing?

Each client is one workspace with its own Connections. Lab drafts, Post slots, and Campaigns flights stay in that workspace.

What do you show in a client review?

The Post calendar and the Campaigns flight for that workspace. Lab drafts sit next to the work they were written for.

Agency workflow

Open a workspace for the next retainer

Connect their accounts, invite the approver, and keep the week and the flight in that workspace.

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