Campaign briefs, content calendars, ad copy reviews, performance reports — one workspace with the client side built in. Stop maintaining a campaign tracker for the team and a separate one your clients are allowed to see.
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Every campaign has internal strategy notes, client-facing creative briefs, and a status that shifts every 48 hours. You keep one tracker for the team — with the budget math, the under-the-hood platform decisions, the "this client is making us cut corners" notes — and another tracker for the client, where every cell has been re-written into the polite version. By week three, the trackers have drifted.
And the reporting cadence makes it worse. Performance reviews, weekly status updates, monthly retainer recaps — agencies spend more time writing about the work than doing it. Most of that writing repeats data the tracker already has.
Marketing is a per-task visibility problem, end to end. Workhouse handles it as one.
The work happens on the task. The conversation, the approval, the version history — all in one place. No second tool to keep in sync.
Same task, two views. Internal sections hold the budget math and platform strategy. Client-facing sections hold the brief, deliverables, and approval requests. No copy-paste between.
Every piece of content has a visible status the client can see — and a hidden status your team uses. One-click approval requests when something's ready for client sign-off.
Status report generation pulls what actually shipped that week. You add the platform metrics. The client gets a coherent update instead of "sorry, we're still pulling the numbers."
Send creative for approval inline on the task. The client comments in context; you respond in context. No more long email chains with "v4 final final.docx" attached.
Paid, organic, email, content — different deliverables, same project, same visibility model. Everyone sees what they need, no one sees what they shouldn't.
Clients submit campaign requests through the portal. Your team triages, scopes, and assigns — without a Slack channel called #urgent-client-asks.
A sketch of how the tool wants to be used.
The strategist drops next month's content calendar into a task and flags it Client-visible. Internally she leaves a note about why one topic was cut. The client sees the calendar; the note stays with the team.
Your copywriter ships ad creative for the LinkedIn push. One-click approval request. The client signs off from her phone before lunch. Decision lands in the activity feed; paid launches Wednesday.
Performance numbers come in lower than expected. Your media buyer leaves a candid internal comment about the platform's audience targeting. The client sees the numbers, not the candor.
Status report generates: 8 pieces of content shipped, 2 approvals secured, $4.2k spend, 0.7% CTR. You add context on the audience-targeting issue and a plan for next week. Send.
No. Workhouse runs the work, not the analytics. Pair it with the platforms you already use (Meta Ads Manager, GA4, etc.) and pull the numbers into your status reports. Most marketing agencies don't want their PM tool re-implementing their ad platforms.
Same model. Each client gets a portal regardless of engagement type. Retainer clients see ongoing tasks and monthly reports; project clients see scoped deliverables. The visibility flag works the same way either way.
Yes. They live as different projects under the same client, all in the same workspace. Each project has its own visibility rules but they roll up into the same client portal.
Tasks support file attachments. For Loom embeds, Frame.io links, or platform-native previews, paste the URL — Workhouse renders the embed where possible. Approvals work the same as for static creative.