# Run every marketing engagement from one client workspace.

Run ongoing marketing retainers, package service catalogs, automate intake, track project delivery, and report performance in one client platform.

## Marketing agencies drown in operational fragmentation

Managing multi-channel marketing campaigns across disconnected tools leads to miscommunication, delayed approvals, and endless status update requests.

## Common challenges

### Inconsistent account onboarding

New client requirements, brand guidelines, and platform credentials get buried across chaotic email threads and shared folders.

### Deliverables disconnected from conversations

Campaign copy, creative assets, and client revisions get scattered across separate chat tools and cloud drives.

### Reporting separated from daily work

Clients have to log into complex third-party analytics dashboards just to see if their marketing investment is working.

### Friction in retainer billing

Invoicing and payment collection feel separated from the client experience, causing cash flow lags and payment disputes.

## The marketing agency operating lifecycle

A continuous flow from service offering through delivery, reporting, and retainer renewal.

### 01. Sell Services

Offer productized campaign packages and monthly retainers through a branded catalog.

### 02. Collect Briefs

Gather campaign targets, audience specifications, and brand assets in a structured intake flow.

### 03. Manage Delivery

Organize campaign milestones, team task assignments, and review deliverables.

### 04. Review & Approve

Let clients review campaign copy and creative assets with formal approval states.

### 05. Report Results

Present marketing performance data (Google Ads, GA4, Meta Ads) in context.

### 06. Retain & Bill

Collect recurring retainer payments and expand relationships with catalog add-ons.

## Productize monthly marketing retainers and packages

Give prospective and active marketing clients a transparent way to purchase retainers, audit packages, and ongoing growth services with integrated checkouts.

- Configurable one-time packages and recurring monthly retainers
- Automated checkout supporting Stripe, PayPal, and local payment methods
- Prepaid client store credits and promotional discount coupons

## Keep project deliverables and team ownership visible

Move marketing campaigns from kickoff to launch. Assign tasks across specialists, manage milestones, and submit marketing assets for client sign-off.

- Milestone roadmaps and task deadline management
- Client deliverable submissions with approval tracking
- Transparent progress visibility without manual status emails

## Bring campaign metrics into the same client relationship

Connect marketing channels directly into the portal. Clients can review campaign reach, conversions, and KPIs without logging into third-party tools.

- Integrated tabs for Google Ads, GA4, Meta Ads, Search Console, and GBP
- Transparent provider connection health and sync status
- Client-accessible summary scorecards alongside deliverables

## A fully branded destination for your marketing clients

Give every marketing account a white-labeled hub to review active work, download creative files, chat with team members, and manage invoices.

- Custom domain mapping and branded notification emails
- Self-service invoices and payment history
- Client organization user management for team stakeholders

## Why Axumind

Axumind replaces the patchwork of Google Drive links, separate project boards, and external reporting tools with a cohesive client operating system built for agency retainers.

- Eliminate back-and-forth email chains with centralized messaging and tickets
- Retain accounts longer with transparent progress and integrated performance data
- Scale agency capacity without operational drag using standardized intake and delivery

## About Axumind

Axumind is client operations software for digital agencies, combining service catalogs, client portals, project delivery, communication, and billing.