Your agency, and every client's results, on your phone

An agency mobile workflow should make a small number of useful actions easier: checking a client requiring attention, reading a new enquiry, responding to a message, or reviewing an outcome. The mobile experience described here brings agency oversight and client follow-up closer to the people responsible for acting. Before rollout, use the download page to check current store availability and device requirements.

Start with the task rather than the download. An account manager may need a quick cross-client view, while a business owner may want to respond to an enquiry without opening a laptop. Those are different roles. Introduce each person to the relevant experience and explain what action should follow the information they see.

A phone can help a client respond while away from a desk, but the workflow still needs clear ownership. Decide who calls or messages a new enquiry and how the team avoids duplicate follow-up. When the outcome is known, update the lead and record the sale accurately. This provides better context for the agency than a notification alone.

Keep detailed analysis in the right setting. A quick mobile review can identify a question without resolving every reporting issue immediately. Check the source, period, and client context before responding to a surprising number. Use the app as a way to stay connected to client work, with a clear handoff to deeper investigation when necessary.

Before expanding to more accounts, ask one agency user and one client contact to describe the same lead handoff. Their answers should identify a responsible person and a clear next update. If they describe different expectations, resolve that process first. Mobile access is most useful when it makes an agreed action convenient, rather than exposing an unresolved responsibility more quickly.

Decide which work genuinely benefits from a phone. Reviewing a new lead, checking which client needs attention, and responding to a message are natural candidates. Complex research or detailed reporting may still be easier on a larger screen. Agree on the actions people should take after an alert so notifications do not become another passive feed. For a client, that might mean opening the enquiry, checking whether someone has already responded, and recording the next outcome. For an agency account manager, it may mean checking context before contacting the business.

Test the routine with the actual device and account role. Confirm that the person understands which business they are viewing and where to ask for help. Review notification settings thoughtfully and do not assume a push alert proves a message was read or an enquiry was handled. Keep an agreed fallback for situations where a device is unavailable or an account cannot be accessed. At the next client review, ask whether the mobile workflow helped the team act and whether outcomes were recorded consistently. That feedback is more useful than measuring adoption only by the number of downloads.

Discuss the moment after an enquiry becomes visible. Who checks whether it is relevant, who contacts the prospective customer, and who updates the outcome? A mobile alert does not answer those questions. For a business with several staff members, agree how they avoid duplicate contact or an unclaimed lead. Define when the agency should be asked for help and when the matter belongs to the client’s sales or service team.

Test the arrangement with a harmless example before depending on it during live delivery. Ask the responsible person to explain what they would do if they are unavailable or cannot access the device. Establish a sensible fallback through the client’s own operating process. Review the outcome information during the regular agency conversation, particularly if reported sales appear incomplete. The mobile experience can make information easier to reach, but it should support a responsibility that people already understand. Keep the process simple enough to follow when the client is busy with customers. A clear response owner and an accurate update are more valuable than a collection of alerts that nobody knows how to handle.

A mobile dashboard is convenient precisely because it can be opened between other tasks. That also makes it easy to react before checking context. When a figure looks surprising, confirm the business, period, source, and metric definition. Ask whether the underlying lead outcomes have been updated. A change in an incomplete record should not automatically trigger a confident explanation to the client or a campaign adjustment.

Use the mobile view to identify the next question. An account manager might note a change in enquiries and then review the detailed account from a larger screen. A client might see recorded revenue and realise several completed jobs still need an outcome update. Agree on those responsibilities during introduction. Keep a short record of any issue that needs further investigation so it does not disappear among notifications. If a client asks for an immediate interpretation, acknowledge the observation and explain what must be checked. This preserves the benefit of convenient access without pretending that every business question can be answered from a single summary number while away from the desk.

Check current availability and device requirements before asking the client to install anything. Once the supported access route is established, show a representative enquiry and the actions the responsible person needs to take. Explain how to identify the business, review the information, and record an outcome. Ask the client to repeat the task while help is available. This reveals practical questions that a screenshot or a download link alone cannot answer.

Keep the introduction tailored to the person. An owner who reviews performance may not handle every enquiry, while an office manager may be responsible for daily updates. Clarify who should receive attention and who should take action so two people do not assume the other has responded. Include the web portal as an alternative route where appropriate, and explain where to ask for help with sign-in or a confusing result. At the next account review, ask whether the mobile routine worked during an ordinary busy day. Use that experience to refine the instructions. The objective is a reliable client task completed in the right context, rather than installation as an end in itself.