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SOLUTION · AGENCY & CLIENT SERVICES

Run client delivery and managed services with fewer separate tools.

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Agency work starts before the project and continues after delivery. Voyager carries scope from proposal into engagement and project work, keeps client approvals beside the work they review, rolls time and expenses into budget and margin, and connects account management, billing and renewal to the same client record.

The operating model

Every engagement runs from proposal to renewal on one record, and every client stays separate.

Scope, time, approvals, managed sites and invoices stay attached to the engagement. The delivery team is shared across clients; each client's data is not. Illustrative.

  1. Proposal signedScope, fee and dates agreed
  2. EngagementScope carried into projects and client work
  3. Time and budgetRolled up by engagement and client
  4. Authority gate: Client approvalReviewed in the client portal
  5. Invoice and renewalMargin in view before the renewal
EngagementMargin watch
Northwind · Q3 campaignRetainer · 6 of 10 weeks
Budget used
71% of hours at 60% of the timeline
Open approvals
2 in the client portal
Managed site
Landing page change awaiting approval
Next invoice
Milestone 3, on approval
WorkRequestsWebsites
Agency workspace · delegated administration
Delivery teamShared context

Capacity and skills across every client

  • Design
  • Content
  • Engineering
NorthwindSeparate context

Own records, portal and site

  • Engagement and approvals
  • Managed site
Harbor DentalSeparate context

Own records, portal and site

  • Engagement and approvals
  • Managed site

HOW THE WORK MOVES

From lead and proposal to delivered work, margin and renewal.

Keep scope and approvals traceable, monitor budget and profitability while work is active, and carry completed delivery into billing and account growth.

  1. LeadThe client and opportunity enter the relationship and pipeline.
  2. ProposeScope, pricing and commitments are prepared and approved.
  3. OnboardSigned work becomes an engagement with owners, documents and kickoff tasks.
  4. DeliverProjects and client work run against the agreed scope.
  5. Authority gate: ApproveClient reviews and internal approvals stay attached to the deliverable.
  6. TrackTime, expenses and budget roll up by engagement and client.
  7. BillCompleted work and fee arrangements drive billing.
  8. Review and growMargin, delivery history and recurring needs inform renewal and service expansion.

01ENGAGEMENTS

From signed proposal to delivered work without re-entry.

Scope and commitments carry from the sale into engagements, projects and client work, reducing scope ambiguity and kickoff friction.

  • Clients and engagements
  • Projects and client work
  • Client approvals

02PROFITABILITY

Time, budget and margin by client and engagement.

Time, expenses and budget roll up by engagement and client, so profitability is visible while there is still time to act.

03CLIENT EXPERIENCE

Portals, approvals and managed websites.

Clients review, approve and request through portals. Agencies can run client websites on Voyager's managed-site model with the same approvals and work.

04MULTI-CLIENT

Many clients, cleanly separated.

Partner and managed-service operations support many clients with shared delivery and delegated administration, while each client's data stays separate.

05GROWING THE AGENCY

Find the services worth packaging, and the clients worth pursuing.

Business Development Intelligence compares repeated custom work, close rates, delivery hours and margin across clients. When the same bespoke request keeps coming back profitably, Voyager can propose a standardized service with pricing, capacity and a launch plan for the owner to approve.

BEFORE YOU START

Common questions about this area.

Can Voyager run an agency end to end?
Yes. Voyager covers sales, engagements, projects, approvals, time and budget, billing, communications, client portals and managed sites.
Can we keep Asana or ClickUp for delivery?
Yes. Both connect to Voyager. Keep them, or move delivery into Voyager project by project.
Can clients approve work directly?
Yes. Client approvals can run through portals and attach to the deliverable they concern.

CONNECTED WORK

Related capabilities and solutions.

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Bring one client engagement where scope, approvals and margin are hard to see together.

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We will map proposal, onboarding, delivery, client review, time and budget, billing and renewal, including delivery tools you want to keep connected.