Marketing & creative agencies

Every client in its own room. Every approval on the board.

Agencies live in other people's data and in the fear of pasting the wrong client's brief into the wrong channel. Tenon gives each client an isolated organization, puts client approval on the board as a column, and replaces the PDF-by-email loop with a share link.

Recommended: Self-hosted Enterprise (one org per client), or Tenon Cloud per client account

Client review as a column
Kanban board with the Client review column highlighted
7.2SaaS tools per agency

The average agency runs on 7.2 tools to deliver client work, and tool sprawl ranks at the top of operational pain points reported by agency leaders year after year.

Source: Best Tools for Agencies 2026, Agiled
What goes wrong today

The three problems we hear most from marketing & creative agencies.

  • Approvals live in email, work lives elsewhereIntake arrives by email, approval sits in a chat thread, and delivery starts before anyone agrees what "approved" means. Five people chase one sign-off.
  • Client data mixed in one workspaceOne tracker for all clients means one wrong @-mention away from a confidentiality problem. Separate tools per client means the bill and the chaos multiply.
  • "Where is the latest file?"The brief is v7 in a chat thread, v8 in a shared drive, and the client has v6. Nobody is sure which the designer used.
How Tenon fits

Four things that change on day one.

One organization per client

Self-hosted Enterprise holds unlimited organizations on one deployment, each isolated by Row Level Security, with no per-client fee. Your team switches between clients; nothing leaks across.

Feature details

Client review as a column

Add "Client review" and "Revisions" to the board. A card sitting in Client review for four days is flagged as stuck, and the account lead sees it before the client asks.

Feature details

Share a page, not a PDF

The brief, the status report and the launch checklist are pages. Send a public link, revoke it when the engagement ends, and stop attaching files to email.

Feature details

The whole book of business

Portfolio health shows every client project and its stuck count; the resource heatmap shows the designer booked on three launches the same week.

Feature details
In the product

What it looks like for marketing & creative agencies.

Client review as a column
Kanban board with the Client review column highlighted

Client review as a columnApprovals become a column the whole team can see, with the stuck flag doing the chasing.

Resource heatmap
Resource heatmap showing daily load per person; the overloaded end of the week is highlighted

Resource heatmapThe designer booked on three launches the same week, visible before it happens.

The brief as a page
Page editor showing a client project brief

The brief as a pageShared by link, edited in place, linked from every ticket it spawns.

Three projects, ready to copy

How to set up the board, the fields and the pages.

These are complete configurations, not suggestions. Create the project, add these columns and custom fields, create the pages, and the rituals column tells you which Tenon features carry the week.

Campaign launch

Take a campaign from brief to live with client sign-off at each stage.

Board columns

  1. Brief
  2. Concept
  3. In production
  4. Client review
  5. Revisions
  6. Approved
  7. Live

Custom fields

  • Client (select)
  • Channel (select: paid social, email, web, OOH)
  • Budget line (text)

Pages

  • Creative brief
  • Media plan
  • Launch checklist
  • Post-launch report

Rituals

Client review column watched daily. Weekly status page shared with the client by public link. Decisions from client calls recorded as decision cards.

Website build for a client

Run a multi-discipline build (strategy, design, development, content) without the client seeing the internal mess.

Board columns

  1. Discovery
  2. Design
  3. Client review
  4. Build
  5. QA
  6. Launch

Custom fields

  • Page (text)
  • Owner discipline (select)
  • Sign-off date (date)

Pages

  • Sitemap and IA
  • Design system
  • Content matrix
  • Go-live runbook

Rituals

Timeline view for the launch month. Hill chart for the CMS migration scope. Standup digest posted to the client-facing channel with internal notes stripped.

Retainer month

Deliver a monthly retainer with visible capacity and no scope creep.

Board columns

  1. Requested
  2. Scoped
  3. In progress
  4. Client review
  5. Done this month

Custom fields

  • Hours estimate (number)
  • In scope (select: yes, no, change request)
  • Requested by (text)

Pages

  • Retainer agreement
  • Monthly report

Rituals

Resource heatmap checked Monday. Anything marked "change request" gets a decision card before work starts. Monthly report generated from analytics and shared as a page.

More project playbooks, across industries

A week with Tenon

What Monday, Wednesday and Friday look like.

  1. Monday: Sam opens Insights. Fourteen client organizations, one at risk: the Bluebird rebrand has five stuck tickets, all in Client review. She messages the account lead before the client does.
  2. Wednesday: the Acme brief arrives as a 40-page PDF. Dropped onto the project, it becomes a page; Sam mentions the strategist next to two sections and links the page from the three tickets it spawns.
  3. Friday: the client asks for the status. Sam sends the public link to the status page. It updates when the board does. No attachment, no version number.

Illustrative scenario based on how teams in this sector describe their week.

Questions

Common questions from marketing & creative agencies.

Can clients log in?

Yes, as members of their own organization if you want them inside, or not at all: share pages by public link for clients who should never need an account.

Is one deployment for all clients safe?

Each organization's rows are isolated by Row Level Security in Postgres, the same architecture that runs Tenon Cloud. A built-in self-test proves cross-tenant reads are denied on your deployment.

Do we pay per client?

No. Self-hosted Enterprise is priced per deployment by total people served. The hundredth client costs the same as the first.

Set it up for your team this afternoon.

Start free on Tenon Cloud, or self-host it. Copy one of the project setups above and you have a working board in ten minutes.