Documentation built for marketing agencies
Client onboarding SOPs, account playbooks, deliverable runbooks, generated from your Zoom calls, Slack channels, and voice notes. White-label and client-shareable.
Marketing agencies live and die by repeatable processes, kickoffs, account management, campaign delivery, retainer renewals. The processes exist; the documentation almost never does. Senior strategists explain the work in Zoom calls. Account managers run client lives in Slack. Creative directors leave voice notes between meetings. Sendabrief converts that scattered material into structured, white-labeled SOPs your team uses and your clients pay for. Built specifically for the agency workflow: fast, flat-priced, branded, billable.
Workflows teams document with Sendabrief
Client kickoff → onboarding SOP
Record the kickoff Zoom call. Drop the MP4 in Sendabrief. The structured onboarding SOP, brand voice, deliverable cadence, account roles, is ready before the recording finishes uploading. New AMs get the link on day one.
Slack channel → account playbook
Every client lives in a dedicated Slack channel. Monthly export → Sendabrief → structured account playbook covering recurring workflows, exceptions, and escalation paths.
Senior strategist voice notes → campaign brief
Your strategist explains the campaign approach in 4-minute voice notes between client calls. Drop the .opus files in Sendabrief; get a structured campaign brief every contractor on the team can execute.
Retainer review → renewal playbook
Quarterly retainer review calls are gold mines of client context. Recording into Sendabrief produces a renewal playbook with risk signals, expansion ideas, and account next steps.
Why agencies particularly need this
Agencies have the worst documentation-to-revenue ratio in business. Every account renewal depends on tribal knowledge from one or two senior people; every AM departure is a months-long succession crisis; every new freelancer takes weeks to onboard because nothing is written down. The Notion wiki doesn't get updated because writing SOPs is the most postponed task in agency work. Sendabrief solves this with a simple shift: convert the conversation you already had into the SOP you needed. No blank page. No 90-minute writing session. Recording → SOP, every time.