Less Admin.
More Creative.
Every Campaign, On Time.
Stop losing billable hours to scattered briefs, version confusion, and launch-day coordination chaos. Our Microsoft 365 integration automates your entire campaign lifecycle — from client brief to live Power BI dashboard.
The daily friction killing your agency's momentum
Every creative agency we work with faces the same bottlenecks. Here's how our workflow eliminates them — permanently.
Creative briefs arrive as scattered emails and voice notes
A structured Microsoft Forms brief captures objectives, audience, channels, KPIs, and brand assets in one place — before the strategy meeting begins.
Designers and copywriters email each other zip files
OneDrive co-author sync and a Planner sprint board give every creative a single source of truth — the right version, always, on any device.
Client feedback buried in email threads and WhatsApp
A secure SharePoint client portal collects timestamped comments on the exact version presented — every piece of feedback links directly to a Planner action.
Launch day chaos coordinating across departments
A shared Outlook calendar, pre-launch Planner checklist with named owners, and a Teams standup agenda ensure every campaign goes live on time, every time.
Your complete campaign lifecycle, visualised
Step through all 6 phases to see exactly which Microsoft 365 tools fire at each stage, what your team stops doing manually, and what the narration script says for agency pitch presentations and new staff onboarding.
Creative Campaign Lifecycle
Explore the seamless data flow through Microsoft 365 at every phase.
Client Briefing & Onboarding
Everything in one place before work begins.
Why creative agencies choose us
This isn't wrapped-in-Google-Workspace advice. It's Microsoft 365 configured from the ground up for how agencies actually work.
Client-Scoped Security
SharePoint permission scoping, external sharing policies, and sensitivity labels ensure clients have a polished portal experience — never an accidental peek at another account.
10+ Hours Saved / Week
Automated brief intake, approval routing, performance reports, and campaign archiving eliminate the administrative grind — giving account managers more time to grow accounts.
Zero Version Confusion
OneDrive live sync, SharePoint version history, and Planner task states mean every creative, copywriter, and account manager always works on the latest approved file.
Live Client ROI Dashboards
Power BI connects directly to ad platforms, GA4, and CRM data — clients see live spend, reach, and conversions in their portal, refreshing every hour without manual exports.
Integrates with the Microsoft 365 tools your agency already licences
Up and running in 3 steps
We configure everything. Your creatives, account managers, and producers adopt gradually, with no disruption to live client work.
Agency Workflow Discovery
We map your agency's current project flow — practice areas, approval chains, client types, and Microsoft 365 licencing — then design a solution around your real work, not a generic template.
Configure & Automate
We build your SharePoint client workspaces, Power Automate approval flows, Planner sprint templates, client portal, and Power BI campaign dashboards — tailored to your agency structure.
Onboard & Launch
Staff onboarding with narrated walkthrough guides, a pilot run with two live client accounts, and 90 days of dedicated support to ensure every team adopts confidently.
Exportable Pitch Package
Every phase ships with a narration script, PowerPoint slide-deck export, PDF quick-reference card, and a video storyboard outline — ready for agency pitch presentations or new staff onboarding sessions.
Request export packageClient-Scoped from Day One
SharePoint permission scoping and Microsoft Entra guest access policies ensure each client sees only their portal — never a competitor's campaign, never an internal file. We configure this at set-up, not as an afterthought.
Discuss your security requirementsReady to ship campaigns
faster with less chaos?
Book a free 30-minute agency workflow audit. We'll map your current campaign process, identify the highest-impact automation opportunities, and show you exactly what that means for client satisfaction and recovered billable hours.