Product walkthrough — no signup
A look inside Manage Agency.
Explore a sample client relationship from proposal to renewal, then see illustrative agency and portal previews. The walkthrough uses fictional data; your real workspace starts when you sign up.
Interactive walkthrough
One client, from proposal to renewal.
Follow Nord & Oak through five stages. These examples run only in your browser. No records are saved, emails sent, or payments taken.
Nord & Oak / Proposal: Website launch
Carry the agreed scope into delivery
Owner: Sam, agency owner
- Agency view
- The accepted proposal stays attached to the lead. The agency can carry its scope into a client account, onboarding plan, and agreement.
- Client view
- A hosted proposal shows the scope and investment, with an accept or decline decision and a response receipt.
Sample action
Proposal awaiting a decision
Try the action below to see the handoff and what happens next.
Next: Prepare onboarding from the agreed scope.
Illustrative dashboard preview. The figures and dates below are sample data.
Sam Rowe — Nord StudioToday's brief
3 approvals waiting. Kerosene Labs review due by 5pm. Palmer retainer contract sent — countersign expected today.
Active clients
14
Projects in flight
23
Approvals pending
6
Upcoming meetings
3
Projects
Sample portfolio- In progress
Q2 brand refresh
Nord & Oak · due 12 May
- Review
Website redesign
Kerosene Labs · due 29 Apr
- In progress
Launch email sequence
Palmer & Co · due 04 May
- Completed
Meta ad creative batch 6
Threshold DTC · due 18 Apr
- On hold
YouTube thumbnail system
Vale Studio · due —
Recent activity
Mia — Nord & Oak approved deliverable Homepage v3.2
12m ago
Sam (you) sent contract Palmer & Co — retainer Q2
42m ago
Kerosene Labs commented on Pricing page copy
1h ago
Vale Studio completed onboarding Step 5 of 5
3h ago
This is what your client sees.
Different login, different URL, different UX. Their portal only shows what you've turned on for them.
Nord & Oak — client portal
Powered by Manage AgencyOnboarding
4 of 5 steps complete
Approvals
2 awaiting your review
Homepage v3.2 · Pricing page copy
Contracts
Q2 retainer — signed
Countersigned 18 Apr 2026
Seen enough. Spin up a real workspace.
Free early access. Complete workspace setup, add your first client, and invite them when you're ready.