For agencies

Give every client a clear record of the work.

An account manager needs to explain what the client asked, what shipped and what happened next. A dated buyer question, an approved source change and a link to the live result give that conversation a useful starting point.

Explore agency plans

A delivery handoff belongs to a specific client.

Example account handoff

From a client call to an approved page

Account manager: Documents the service area and the client’s proof.
Delivery lead: Drafts the page change and routes it to the client owner.
Reporting owner: Captures the release and rechecks the agreed buyer questions.

Scope one client before rolling out a service line

Select a client with an owner who can approve business facts and a site your team can edit. Agree on the market, service and prompt list. Confirm who owns publishing and who presents findings. A reusable delivery process starts with a completed engagement.

Separate the workspaces and the decisions

Suede AI Agent Studio offers an agency workspace and client tools. Map each account to its own contacts, deliverables and approval owner. Use a template for routine draft work and keep the final judgement with the person who knows the client.

Make the monthly review useful to the buyer

Show the original question, the source that changed and the repeat observation. Add the enquiry or pipeline evidence the client has agreed to share. End the review by choosing one next change with an owner and due date.

Give every client a clear record of the work.

From a client call to an approved page

Scope one client before rolling out a service line

Separate the workspaces and the decisions

Make the monthly review useful to the buyer

Explore related work