Short answer: An agency can use Zetix AI to run the full client workflow in one workspace: new-business leads, client onboarding, recurring projects, feedback and approvals, client messages and monthly reporting. You describe how your agency works, and Zetix's agent, ZET, sets up the apps you need.
The workflow problem
Agency work moves through the same loop for every client: win the client, onboard them, deliver work every month, collect feedback, get approvals and report results. In many agencies each step lives in a different place: leads in one tool, tasks in another, client feedback in WhatsApp and email, files in shared drives and reports in slides. Account managers spend a large part of their week stitching it together.
The workflow in Zetix
1. New business
Enquiries from your website, referrals and WhatsApp land in Lead Management with an owner and a next step. Proposals are stored in Documents and linked to the lead.
2. Client onboarding
When a deal is won, the client moves into an onboarding stage with a checklist: contract, brand assets, account access, kickoff meeting. Automation creates the tasks and reminds owners.
3. Recurring delivery
Monthly retainers become recurring tasks in Workforce, with owners, due dates and statuses such as In progress, Internal review, With client and Approved.
4. Feedback and approvals
Client messages from WhatsApp and email arrive in a shared Omnichannel Inbox linked to the client record, so feedback isn't lost in someone's personal chat.
5. Reporting
Analytics shows work due and overdue by client and by team member, plus lead and pipeline numbers for new business.
Example prompt for ZET
"We're a 15-person digital marketing agency with about 30 retainer clients. We onboard new clients, run monthly content and ads work, get approvals over WhatsApp and send a monthly report."
ZET might suggest: Lead Management, CRM, Workforce, Omnichannel Inbox, Documents, Scheduling, Automation and Analytics. You can remove any of them before you click Build.
Why one workspace helps agencies
- One client record shows deals, tasks, files and conversations together.
- Fewer status meetings, because the board shows what's waiting on whom.
- Smoother handovers when an account manager is away.
- Pay for what you use: Zetix pricing depends on how many tools you choose.
FAQ
Can Zetix handle recurring retainer work?
Yes. Recurring tasks can be set up for monthly or weekly deliverables, with owners and due dates.
Can clients' WhatsApp messages be linked to their project?
Yes. The Omnichannel Inbox links conversations, including WhatsApp, to the client record.
Do we need a developer to set it up?
No. You describe your agency to ZET and it configures ready-made apps.
Get started
Describe your agency's workflow to ZET at zetix.ai.
Disclosure: I work with Zetix.
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