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Start Free TrialExternalize what's in your ops manager's head — so adding the next six clients doesn't add thirty hours a week of coordination, and so when she takes a vacation, your business doesn't.
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Your team produces work faster than ever. AI tooling, better processes, a senior bench. And yet you're running 42% gross margin instead of 50%, your ops manager is asking for a PM hire, and twice a quarter a client churns over “the process feels disorganized.”
The leak is between “the writer finished” and “the client said yes.” That gap is where 10–12% of your billable hours die.
Rework from wrong-version reviews, missed comments, and work done twice. The leak compounds with every new client you add. You don't need to keep losing it.
A real fully-loaded PM at your scale is $100K–$130K. You'd rather spend that on a writer who generates revenue — not someone chasing emails. The agencies growing from 12 to 18 clients are the ones replacing that hire with a system.
Save five hours a month at a $200/hour blended rate — that's $12K/year against a ~$7K line item. About 1.7× in year one. Math your finance partner can re-derive on the back of a meeting agenda. In practice, agencies recover substantially more.
When Vertex's review cycle averages 14 days and your book average is 6, you have a conversation that starts with data instead of vibes. Rework counter per client per month. Bottleneck visibility, not just task lists.
Right now your source of truth is one person plus a Google Sheet that's wrong by Tuesday lunch. If they quit, you lose 30% of your operational knowledge in two weeks. The system has to hold the state, not the spreadsheet.
Clients click a link in their email and approve — no signup, no login, no app. This is the architectural law that makes everything else work. Force clients into another tool and adoption dies in eight weeks.
The day a client says “I never approved that,” you have a timestamped, exportable record of every yes. Twice a quarter that record saves you an account.
Every client's content on one calendar. Filter by status, type, writer, or client.
Editorial → legal → account lead → client. In order. The next stage doesn't start until the previous one signs off.
Time-limited links let clients approve without creating an account. Free, frictionless, revocable.
Per-reviewer due dates, automated reminders, silence-as-approval. Unresponsive clients don't stall pipelines.
Every revision tracked. Side-by-side diffs. Approval locked to the version it approved.
Every view, comment, approval, and reminder logged with timestamps. Exportable.
The questions agency owners ask before betting their next six months on a tool.
14-day free trial. No credit card. Reviewer access is always free.
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