Running a multi-client agency means context switching all day. Taskade Genesis generates an Agency Multi-Client Ops Dashboard that shows every account, active deliverable, and team handoff on one live screen so nothing slips between clients.
What Is an Agency Multi-Client Ops Dashboard?
An Agency Multi-Client Ops Dashboard is an internal command center for agencies serving many clients at once. Built on Projects and Memory, it links client records, open projects, retainers, and delivery status into connected views your whole team shares.
Why Use an AI Multi-Client Ops Dashboard?
Client work scattered across tools creates missed deadlines and thin margins. Taskade Genesis gives you:
- Client roster: Every account, owner, and health status in one table
- Delivery pipeline: Deliverables moving from brief to shipped across all clients
- Capacity view: Who is overloaded and who can take the next job
- Retainer tracking: Hours and scope used against each agreement
- AI summaries: Taskade EVE drafts weekly client recaps from live data
Who Should Use This Dashboard?
This Multi-Client Ops Dashboard helps:
- Marketing agencies juggling retainer accounts
- Creative studios tracking parallel client projects
- Consultancies managing multiple engagements
- Fractional operators serving several businesses
- Agency owners who need one internal source of truth
How To Generate Your Multi-Client Ops Dashboard?
- Open Taskade Genesis and describe your services and client types
- Review the generated client roster and delivery pipeline
- Add active accounts and assign owners to each deliverable
- Wire automations for deadline reminders and status updates
- Invite your team and run daily standups from the same screen
Connect it to agency workflow generators, client portal builders, and examples in the Community Gallery.