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Running global agency from pitch to payment in one platform

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.



