Agencys
New
Service-aware client onboarding

Client onboarding built around the services your agency delivers.

Turn agreed services into structured client intake. Organize shared information, service-specific requirements, assets, and access checklists in one workspace.

See How It WorksExplore Workspace

1,075 catalog services · 152 services with specialist specifications · Phase 1 prototype

agencys.app/acme-studio-intake

Acme Studio intake

Q4 2026
MA
TH
JR
Client View
Timeline
Turnkey Specs
Files & Assets
Delegated Access
Scope Item
October
November
December
Client discovery brief
Done
SV-0027 Logo design
Done · 9 questions
SV-0082 Web design
68% · Maya
SV-0269 Web app dev
41% · Theo
Figma team invite
Connected
Cloudflare DNS role
Pending client

One workspace for the work your agency delivers.

Brand & Design
Web Development
Marketing & Growth
Content Production
Product Development
Launch & Distribution
Brand & Design
Web Development
Marketing & Growth
Content Production
Product Development
Launch & Distribution
How Agencys works

From agreed services to a project-ready client. Collect requirements, organize access, and prepare a clear handoff without scattered follow-ups.

Step 01 · Collect client requirements

Every service gets the right questions. Turn selected services into structured client intake, combining shared project details with service-specific requirements.

Client Intake Workspace
6 of 8 Answered
SV-0082 Custom Web Design (8 questions)
SV-0027 Logo Design (9 questions)
Q1Brand tokens & design repository

figma.com/@acme-health/tokens · Primary font: Inter Display

Complete
Q2Core conversion goals & high-priority CTAs

Primary: Book Enterprise Demo · Secondary: Interactive ROI Calculator

Complete
Q3Third-party integrations & analytics tooling

Client editing: HubSpot CRM webhook, Stripe Billing v3, Segment write key...

In progress
Dynamically tailored from 152 Turnkey Service Specifications
Step 02 · Define the project scope

Start with a clear scope. Bring agreed services, deliverables, required assets, and specialist specifications into one organized project brief.

Project Scope & Deliverables Brief
3 Services Confirmed
SV-0027Logo Design & Brand Identity
Turnkey Spec (9 specs)

Vector kit (SVG/EPS), logo guide, typography scale

Locked
SV-0082Custom Web Design
Turnkey Spec (8 specs)

5 Core page layouts, responsive UI kit, interaction prototype

Locked
SV-0531Custom Web Development
Universal Core Fallback

Next.js frontend, responsive CSS, CMS API bindings

Locked
100% of deliverables mapped to catalog specifications
Step 03 · Coordinate information and access

See what's missing before work begins. Track outstanding answers, requested files, delegated access tasks, and the information still needed from each stakeholder.

Information & Access Matrix
4 of 5 Items Ready
Figma Organization Team Invite

Assigned to: Marcus Vance (Lead Designer) · Role: Editor

Verified
Vector Brand & Iconography Suite

Owner: Elena Rostova (Client VP) · 4 SVG / AI files received

Received
Cloudflare DNS Delegation & SSL Edge

Owner: David Park (Client IT) · Follow-up reminder scheduled

Pending IT
GitHub Staging Repository Invite

Assigned to: Alex Chen (Tech Lead) · Invite accepted

Connected
1 pending item flagged before delivery sprint begins
Step 04 · Prepare the project handoff

Move into delivery with context intact. Give the team a structured view of the agreed scope, client-provided materials, access status, and unresolved items.

Delivery Readiness & Team Handoff
96% Delivery Ready
1. Agreed Scope
  • 3 Services signed off
  • 17 Deliverables scoped
  • Milestone timeline locked
Scope Confirmed
2. Materials & Access
  • 4/4 Vector assets approved
  • Figma workspace connected
  • DNS delegation due today
4 of 5 Connected
3. Delivery Kickoff
  • 4 Specialists assigned
  • Sprint 1 backlog seeded
  • Kickoff date: Oct 24
Delivery Team Ready
Context preserved from client intake to production release
1,075

Services in the catalog

152

Services with specialist specifications

4

Core onboarding stages

1

Unified client onboarding workflow

Built for agency work

Your client intake, organized from day one. Turn agreed services into structured requirements, organized assets, and a clear view of what’s still missing.

Requirements shaped by the service

Collect shared project details alongside the questions and specifications relevant to each selected service.

Assets and access in context

Keep requested materials, outstanding information, and delegated access tasks organized together.

A clearer handoff to delivery

Give the team a structured view of agreed scope, completed requirements, and unresolved items.

Acme Studio · Client IntakeIntake overview · Onboarding stage 01

Logo Design and Custom Web Design

SV-0027 Logo DesignSV-0082 Custom Web Design
Requirements

6 of 8 answered. Brand direction and sitemap submitted.

Materials

Brand assets requested. Vector logos and typeface packages.

Access

Pending delegated invitation. Hosting role invitation sent.

⏳Two items remaining
✓6 answered
🔒Delegated access
Use cases

Every agency starts with a different brief. The intake should fit the work.

Illustrative workflows · Not customer case studiesView catalog coverage
Brand & Design
Brand & Design
Creative agencies

Collect brand direction, assets, and design requirements in one intake.

01service-specific intake example
Web Development
Web Development
Development studios

Gather technical requirements, integrations, and access tasks before delivery.

02service-specific intake example
Marketing & Growth
Marketing & Growth
Growth agencies

Organize campaign goals, existing assets, and platform requirements together.

03service-specific intake example

Clear requirements before delivery. Shared context from the first conversation to the final handoff.

AgencysProduct philosophy
Pricing

Start free. Simple workspace pricing as your agency grows.

Your team pays. Invited clients join free.

Proposed early-access pricing; plans and availability may change.

Free

For freelancers exploring a more structured onboarding workflow.

$0free to explore
Explore Workspace
  • Explore the onboarding workflow
  • Preview service-aware intake
  • Review example project requirements
  • Client participation designed to be free

Starter

For freelancers and small agencies onboarding clients regularly.

$19per workspace / month
Get Early Access
  • Everything in Free
  • Organize client requirements
  • Track requested assets and missing information
  • Prepare a structured handoff

Studio

Most popular

For growing agencies coordinating multiple client projects.

$49per workspace / month
Get Early Access
  • Everything in Starter
  • Organize multiple client onboardings
  • Team coordination and project context
  • Centralized requirements and handoff views

Agency

For agencies managing a larger client portfolio.

$99per workspace / month
Contact Us
  • Everything in Studio
  • Higher proposed usage allowance
  • Broader team workflow needs
  • Advanced capabilities as they become available
Questions

Answers before you ask.

Have a question about fitting Agencys into your workflow? Get in touch to discuss your needs.

Contact us
Product updates

Building Agencys. A clearer way to onboard clients.

Explore the workspace
Current previewClient Intake
Prototype

Service-aware client intake

Explore a structured intake flow that combines shared project details with questions relevant to selected services.

Client Intake
6 of 8 Done
SV-0082 Custom Web Design
Q1Brand tokens & figma
Q2Core conversion targets
Auto-saved2 questions remaining
Current previewProject Scope
Prototype

A clearer view of project scope

Bring selected services, deliverables, and specialist-specification coverage into one organized project summary.

Scope Brief
Turnkey Specs
3 Services
12 Deliverables
Design System Tokens
Figma
Marketing Next.js Codebase
Ready
Full scope locked100% matched
In developmentHandoff & Access
In progress

Access coordination and delivery handoff

Shape a clearer view of requested materials, outstanding access tasks, and the information still needed before delivery.

Access & Handoff
2 Outstanding
DNS Delegation (Cloudflare)
Delegated
Google Analytics 4 Invite
Vector Brand Asset Pack
Received
Pre-kickoff checklist1 action needed
Catalog & Template Coverage

1,075 catalog services. Honest template depth.

We don’t pretend every service in our 1,075 research catalog has a bespoke questionnaire out of the box. Agencys provides deep turnkey specifications for 152 core services, and a structured universal fallback for everything else.

1,075
Catalog Services

Searchable taxonomy across 9 agency categories

152
Turnkey & Specialist Specs

791 dedicated service-specific intake rows

923
Universal Fallbacks

60 Universal Core intake rows with agency review

Turnkey Specs (86 SV)

Ready-to-Use Baseline Templates

Hand-crafted intake specifications for the most frequent agency deliverables—including SEO audits, logo design, paid campaigns, and web development builds.

Dedicated service-specific questions
Configured asset upload requirements
Platform permission instructions
490 spec rows across 80 baseline SV services
Specialist Specs (66 SP)

Specialized Additions & Enriched Specs

Structured research intake for specialized agency offerings—such as clipping agencies, launch video production, founder personal branding, and B2B podcast distribution.

Domain-specific intake questionnaires
Enrichment rows for complex deliverables
Starter workflows for emerging models
301 spec rows covering 66 SP & 7 enriched SV services
Structured Fallback (923)

Universal Core Fallback Architecture

For catalog entries without dedicated specs, Agencys applies the 60-row Universal Core profile and surfaces deliverables, inputs, and permissions from catalog metadata.

Company profile & stakeholder details
Catalog-derived input/asset checklists
Agency review required before publishing
60 Universal Core intake rows seeded across all fallbacks
The Agencys Review Guarantee

A catalog service is never presented to your client as a complete industry standard without your review. You have full editorial control to inspect, customize, waive, or add requirements before a client link is published.

Search 1,075 Services

Start every project with clarity.

Turn agreed services into structured client intake, organized requirements, and a clearer handoff to delivery.

See How It WorksExplore Workspace