Marketing & Creative Agencies
Win the client. Deliver the campaign.
Agencies live in two worlds: chasing new clients and shipping the work for the ones you already have. Wonward connects both, so the moment a pitch turns into a signed client, the campaign project is ready for your team to start.
Common problems we solve
Pitches get lost between inboxes
Prospects, proposals and follow-ups are spread across email threads and spreadsheets, so warm leads go cold while the team is busy delivering.
Hand-off from sales to delivery is messy
When a client signs, someone has to retype the scope into a project tool, and important details from the sales conversation never make it to the creative team.
Nobody can see the whole workload
Account managers, designers and writers juggle deadlines across clients, and leadership can't tell which campaigns are on track until something slips.
How Wonward helps
A clear CRM pipeline
Track every prospect from first conversation to proposal to signed, with the value of each deal and the next follow-up in plain view.
Won deal becomes a project automatically
Move a deal to Closed Won and Wonward creates the client project with starter tasks and a kickoff meeting, linked back to the deal and its files.
Tasks, milestones and a content calendar
Plan deliverables, give each task an owner and due date, and schedule social posts and launches on the same calendar as your meetings.
Team chat and Ask Kii
Discuss work in company chat or direct messages, and ask Kii what's at risk this week or to draft a client update.
Rep-only visibility
Account managers see only the clients assigned to them, while owners and admins see the whole agency.
An example workflow
- 1A lead comes in from a referral
- 2You log the discovery call and send a proposal
- 3The client signs and you mark the deal Closed Won
- 4Wonward creates the campaign project with starter tasks and a kickoff
- 5Your team plans content on the calendar and tracks approvals
- 6The campaign is delivered and the client is ready for the next one
Agencies often start by importing their client list from a spreadsheet, then run one live pitch and one active campaign through Wonward to see the full loop. Everything is free during the beta, so you can try it with your real work before you decide.