Your work is client-ready. Is everything else?
Everything a client sees — proposals, contracts, invoices, reports — under one roof, one brand, one system. Not five tools pretending to be one.
Nobody starts an agency to become its systems administrator.
Most agencies run their operations across a patchwork of disconnected software — a CRM here, an invoicing tool there, a separate portal for every client. Every handoff between them is a place things quietly fall through.
The Mismatched Proposal
The proposal is one template. The invoice is another. The final report is a PDF someone built in Canva at midnight. A client notices before they've read a word.
The Retainer That Slips
No one decided to lose the renewal date. It just lived in a spreadsheet, next to eleven others — until it didn't.
The Night Before The Call
The report is due at 9am. The data exists. The document doesn't — not yet, not until someone assembles it from three tabs and a Slack thread.
The Work That Goes Unbilled
Two 'quick calls' and one 'small addition' later, the invoice still reflects the number from the original proposal.
Built to hold all of it.
None of this happens because you're careless. It happens because nothing was built to hold it all.
Every lead, one pipeline.
Track leads from first contact to signed client — without the thread living in a spreadsheet tab you forgot was open.
One system. Every document.
Proposals and contracts that carry your brand automatically — not whatever you can pull together in time.
Reports, not report-building.
Client data becomes a branded report in minutes — not three tabs and a Slack thread the night before the call.
One address for every client.
Proposals, contracts, invoices, reports — all living in a single branded portal your client already knows to check. Nothing scattered, nothing to forward, nothing to explain.
Retainers that renew themselves.
Recurring billing that runs on schedule, not on memory. No renewal date living in a spreadsheet next to eleven others.
See the business, not just the work.
Pipeline value, revenue, and client health, visible in real time — no spreadsheet exports required.
Three tiers. One system underneath.
Choose the plan that matches the size of your book of business. You can change it later.
Starter
Solo operators getting serious
5 clients
Everything you need to look like a real agency from day one.
- Lead CRM Pipeline
- Proposals & Contracts
- Invoices & Billing (one-time)
- Clients & Portal
- SOPs & KB
- Project & Tasks
$290 per year, or $29 per month.
Growth
Agencies building a repeatable machine
10 clients
Stop doing manually what software should handle.
- Everything in Starter
- Proposals & Contracts (full customize)
- Recurring Retainer Billing
- Branded Reports
- Analytics (basic)
$690 per year, or $69 per month.
Studio
The OS for serious agency operators
Unlimited clients
One dashboard, zero blind spots across your entire client base.
- Everything in Growth
- Analytics (full)
- Client Health Scoring
- Priority Support
$890 per year, or $89 per month.
Before you start.
Can I bring my existing clients over?
Yes — add your current clients, proposals, and contracts as you go. There's no bulk import today, so it's manual entry, but nothing stops you running both systems side by side while you transition at your own pace.
Is my clients' data secure?
Your data is stored on Firestore, Google's cloud database, which encrypts everything in transit and at rest by default.
Can I change tiers later?
Yes. Email assemblagebizopsos@gmail.com and we change your plan for you. Plan changes are not self-serve yet.
Do my clients need an account to use their portal?
No. Each client gets a private, branded portal link — no login, no password, no app to download on their end.
What if I only have a few clients right now?
Start on Starter. It's built for exactly that — you can move up the moment you need more room, not before.
Run it like the agency you're becoming — not the one you started as.
Most of what slows agencies down happens past five clients. No contract. Cancel anytime.