Ascend for Marketing Agencies — Intake to Retainer Billing — Ascend
For Campaign Delivery

Turn campaign requests into approved, billable work.

Capture the campaign brief, book the kickoff, run approvals, track retainer burn, and invoice from the same client workspace.

Sound familiar?

Most agencies run on a patchwork of tools that don't talk to each other.

Campaign briefs arrive through forms, email, and calls, then get rebuilt by hand in your project tool

Kickoff calls live in a scheduler, while the answers you need sit in a separate inbox

Approval notes, files, and scope decisions get buried across Slack, docs, and task comments

Retainer burn and month-end invoices require spreadsheet reconciliation

Questions?

One campaign record from brief to bill.

Ascend keeps the moving parts of campaign delivery attached to the same client record, so the work stays billable and the context stays visible.

  • Turn a campaign brief into a database row with files, notes, owners, and deadlines already attached
  • book the kickoff from the same workspace, then keep the booking answers with the campaign record
  • Track approvals, assets, and retainer burn without making clients pay for guest seats
  • Generate invoices from tracked time and campaign context instead of rebuilding line items at month end

What a 10-person marketing agency pays.

Your current stack is probably costing you more than you think.

Monday.com + Harvest + FreshBooks

~$285/mo

Ascend Studio (10 seats)

$182/mo

Annual savings

$1,236

Built for how marketing agencies actually work.

From retainer tracking to scope creep alerts — Ascend handles the workflows that matter to agencies.

Retainer management
Campaign tracking
Client reporting
Resource allocation
Scope creep detection
Live client portals
Lead-capture on client sites
Questions?
Embed on Client Sites

Your operations stack — on the client's website.

Embed Ascend forms, dashboards, and pages directly onto your client's WordPress, Webflow, or Squarespace site. Chromeless. Themed to match. No "Powered by" watermark to undermine your delivery. The data still lives in your agency's database.

Lead capture on client sites

Replace: Tally, Hubspot Forms

Drop your branded intake form on the client's site. Submissions land in your agency's CRM database — already tagged, sorted, and ready for Kanban triage. Stop exporting CSVs every Monday.

Live campaign dashboards

Replace: Airtable embeds, custom-built portals

Embed a filtered view of the campaign database on the client portal. Update a row in Ascend, the dashboard updates instantly. No screenshots, no weekly status email.

Public roadmaps & case studies

Replace: Canny, Notion public pages

Showcase your work on the agency site without building a CMS. Embed a case-study page or a "now / next / later" database — both stay in sync with the source of truth.

The agency math

A 5-client roster usually means 5 Tally subscriptions, 5 Airtable embed seats, and a Calendly bill on top.

Or: one Ascend Studio subscription. Every client portal, intake form, and roadmap embedded from the same database. Your client renews their hosting; you don't renew anyone else.

Annual stack savings

$2,400+

vs. Tally Pro × 5 + Calendly × 1 + Airtable Plus × 2

Questions?

Your first invoice pays for itself.

Studio is $49/mo for up to 3 seats, then $19/seat. No guest seat fees. No tool sprawl.