June 12, 2025
Stories

Running global agency from pitch to payment in one platform

312%
Pipeline growth
47%
Lower cost per lead
95%
On-time delivery
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The Background

Who they are

A growth agency delivering end-to-end campaigns across paid, owned, and earned channels.

What they wanted

One operating picture from pitch to renewal with client-ready portals, white label reporting, and omnichannel execution.

The Challenge

What wasn’t working

Fragmented tools for briefs, assets, approvals, and billing created delays and fuzzy accountability.

Why it mattered

Missed handoffs eroded margins and client trust. Leaders lacked portfolio-level visibility to staff accurately.

The Solution — Hoop for Agencies

Win and onboard

Capture leads with Forms, qualify via a Sales Agent, issue Quotes, and sign with Integrated e-Signature. Meeting Scheduler coordinates discovery and weekly stand-ups.

Plan and deliver

Manage scopes and timelines in Project Management. Use Knowledge Base for playbooks and Workflows for approvals and QA gates.

Create and distribute

Publish with CMS tools, schedule with Social Media Management, send AI-Powered Email, and engage via WhatsApp Marketing.

Client experience

Offer branded client portals and Marketing Analytics with your logo. Share budgets, results, and next steps with Data Studio reports.

Cash flow

Automate retainers and change orders with Invoices and Payment Links. Finance sees earned vs. billed in one dashboard.

"We pitch, plan, launch, and report without leaving Hoop. Clients love the portal and our team loves the predictability."

Agency Lead, SBM

What’s Next

Deeper creative ops dashboards, AI ad variations at scale, and standardized renewals with goal-based packages.

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