Journey Management for Agencies

Pitch decks don’t reel in new clients – understanding the end user does. TheyDo can help agencies and consultancies to win more deals and create future-proof partnerships.

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Revolutionize the way you work with customers

It can be tough to keep your customer up to speed with everything you’re doing behind the screens that helps them reach their goals. Although you work together in Google Docs, share results in presentations and dashboards, and check in regularly, the relationship remains project-based. Use TheyDo’s Workspace Templates to change the way you work.

Customer Journey

Reap the benefits across the board

Let the cross-team collaboration facilitated by Workspace Templates become all you need for a future-proof partnership.

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Concentrate on the real work

With everyone on the same page, you won’t waste time begging for hours or debating the budget needed to kick off, set up, onboard, and log in. You can focus on the job you were actually hired to do.

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Build trust

Showing actionable Opportunities around which you can collaborate together, helps you to build trust with your customer and become a true partner.

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Let them own it

Once your customer is mature enough, migrate the Workspace and let them be responsible for managing it. You’ll both enjoy the freedom this allows.

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Multiple clients, one account

Manage multiple clients, each with their own individual Workspace, from one single account.

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Re-use your best practice

Use the ‘Duplicating Workspaces’ feature to get more mileage out of your best practice Workspace template – with the next team, or within a different department or country.

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Get started with Workspaces