SaaS-focused marketing agencies · marketing governance for SaaS agencies
Keep the client's decisions with the work.
The account lead knows why the positioning changed and which proof the client will approve. The next writer or designer needs that background too. Keep client-specific facts, resources and selected work in Oleno, with access appropriate to the account and assignment.
What the team is working through
Client knowledge that needs to survive a change of hands
- 1Set the account's access boundaries
- 2Carry the decisions into the brief
- 3Review before client delivery
A familiar situation
We tried that headline. Here's why it changed.
A new contributor gets the latest assets, but the decisions behind them are harder to find. They propose an angle the client already ruled out or reuse a claim whose scope changed. Save the agreed direction, relevant feedback and sources with the work so the next person can build on the account's history.
Agency and account leads
Keep client facts and decisions current, confirm usage permissions and make the review responsibilities clear.
Creative and content contributors
Use the right client's records, resources and saved work to develop the assignment in their production tools.
How Oleno fits
Give the next assignment a useful starting point.
Set the account's access boundaries
Give each client an appropriate workspace and access boundary. Confirm multi-workspace requirements during setup, along with who can read or change the client's records.
Carry the decisions into the brief
Retrieve the client's current buyer, product, competitive and brand context. Where useful, save selected briefs, drafts, sources and feedback for an authorized contributor to continue from.
Review before client delivery
Check the finished assets in the external tools where they were made. Verify the client facts, product claims, agreed direction and permission to use the supporting material before delivery.
What changes
What the team can build on.
Client-specific facts and decisions available for the next assignment
A useful starting point when account work changes hands
Access scoped to the people and AI connections doing the work
Common use cases for agency teams
Contributor onboarding
Give a new contributor the product facts, buyer context and examples behind their first assignment.
See the flowTeam and AI alignment
Give your team, partners and AI tools the current product and buyer story before they start the next assignment.
See the flowOn-brand AI writing
Give writers your positioning, buyer context, product facts and evidence alongside the voice guide.
See the flowThat’s the headline the client rejected.
Save the agreed direction and feedback with the work, so the next writer gets more than the latest file.