Running global agency from pitch to payment in one platform

SBM Agency designs paid, owned, and earned campaigns for high-growth clients. They adopted Hoop to pitch, plan, launch, and report without shuffling between scattered tools or fragile spreadsheets.

• Pitch to launch in days: Proposals, signatures, and onboarding live in one thread.
• Happy clients: Branded portals and real-time dashboards replace email chains.
• Predictable billing: Retainers, change orders, and payments trigger automatically.
• Confident staffing: Leaders see workload and results across the entire portfolio.

Winning and onboarding clients fast

Leads enter through Forms. Sales Agent qualifies prospects, then Quotes and Integrated e-Signature close the deal. Meeting Scheduler lines up discovery calls and weekly stand-ups in seconds.

All kickoff assets land in Knowledge Base. Teams pull playbooks, brand guidelines, and intake checklists without pinging account leads.

Account managers revisit this flow in weekly retros. They highlight friction, update playbooks, and push new templates into the Knowledge Base so the next client ramps even faster.

Showing the campaign loop

A single diagram keeps creative, media, and client service aligned on how Hoop runs every engagement.

This diagram became a staple in client pitches. It proves that creative, media, and reporting move through a proven Hoop-powered rhythm.

Delivering campaigns inside Hoop

Campaign briefs live in Project Management. Creative and media teams collaborate using Workflows to route drafts, QA steps, and approvals. CMS tools, Social Media Management, and WhatsApp Marketing publish content without leaving Hoop.

Clients log into branded portals powered by Marketing Analytics and Data Studio. They see spend, performance, and upcoming tasks, which keeps feedback loops short and meetings productive.

Billing and forecasting stay on track

Finance automates retainers, change orders, and usage fees with Invoices and Payment Links. Earnings flow into Data Studio so leaders can spot gaps and overages before they affect margins.

Lessons from each campaign roll into the playbook so future clients ramp faster without the team rebuilding processes from scratch.

Campaign excellence, delivered consistently

SBM's strategists, creatives, and account managers work as one unified team. Hoop eliminates silos and keeps everyone aligned on client goals, campaign timelines, and deliverables.

From pitch to post-campaign analysis, SBM uses Hoop to maintain the highest standards while moving fast. Every client gets the same proven process, customized to their unique goals.