Roll Out the Red Carpet
Roll Out the Red Carpet
Everything you need to onboard clients to Qwenzy—quickly, confidently, and with zero friction.
Roll Out the Red Carpet
Everything you need to onboard clients to Qwenzy—quickly, confidently, and with zero friction.
*All plans come with a 30-day free trial.
Why this guide exists
Clients hire you for clarity and outcomes, not another login. This playbook helps you position Qwenzy as a value upgrade—so adoption feels effortless, benefits are obvious, and the first wins show up fast.
Why this guide exists
Clients hire you for clarity and outcomes, not another login. This playbook helps you position Qwenzy as a value upgrade—so adoption feels effortless, benefits are obvious, and the first wins show up fast.
Why this guide exists
Clients hire you for clarity and outcomes, not another login. This playbook helps you position Qwenzy as a value upgrade—so adoption feels effortless, benefits are obvious, and the first wins show up fast.
The payoff for clients & you
The payoff for clients & you
Old client experience
Status requests via email
Endless PDF mark-ups
Surprise overruns
Quarterly slide decks
Powered by Qwenzy
Live project tracker (24×7)
One-click Smart-Link reviews
Real-time budget and deliverable burn-down
Auto-delivered weekly & monthly reports
Old client experience
Status requests via email
Endless PDF mark-ups
Surprise overruns
Quarterly slide decks
Powered by Qwenzy
Live project tracker (24×7)
One-click Smart-Link reviews
Real-time budget and deliverable burn-down
Auto-delivered weekly & monthly reports
The payoff for clients & you
Old client experience
Status requests via email
Endless PDF mark-ups
Surprise overruns
Quarterly slide decks
Powered by Qwenzy
Live project tracker (24×7)
One-click Smart-Link reviews
Real-time budget and deliverable burn-down
Auto-delivered weekly & monthly reports
The five-step rollout plan
The five-step rollout plan
The five-step rollout plan
Day 0: Pick your pilot client
Choose a collaborative client with an active project you can migrate today. Set a two-week success check.
Day 0: Pick your pilot client
Choose a collaborative client with an active project you can migrate today. Set a two-week success check.
Day 0: Pick your pilot client
Choose a collaborative client with an active project you can migrate today. Set a two-week success check.
Day 1: Brand their workspace
Upload logos, set brand colours, and enable shared links so every touchpoint feels like their tool—powered by you.
Day 1: Brand their workspace
Upload logos, set brand colours, and enable shared links so every touchpoint feels like their tool—powered by you.
Day 1: Brand their workspace
Upload logos, set brand colours, and enable shared links so every touchpoint feels like their tool—powered by you.
Day 2: Host a 30-minute “live look”
Walk through the tracker, review flow, and budget dashboard. Share a Smart-Link so they can comment in real time. Align on a success metric (e.g., fewer status emails, faster approvals).
Day 2: Host a 30-minute “live look”
Walk through the tracker, review flow, and budget dashboard. Share a Smart-Link so they can comment in real time. Align on a success metric (e.g., fewer status emails, faster approvals).
Day 2: Host a 30-minute “live look”
Walk through the tracker, review flow, and budget dashboard. Share a Smart-Link so they can comment in real time. Align on a success metric (e.g., fewer status emails, faster approvals).
Days 3–5: Migrate one active project
Bring over briefs, files, and dates. Keep the old system read-only; route all new feedback into Qwenzy.
Days 3–5: Migrate one active project
Bring over briefs, files, and dates. Keep the old system read-only; route all new feedback into Qwenzy.
Days 3–5: Migrate one active project
Bring over briefs, files, and dates. Keep the old system read-only; route all new feedback into Qwenzy.
Week 4: Measure & celebrate
Send Qwenzy’s automated report showing approval speed, budget adherence, and turnaround. Share the win and schedule full-client rollout.
Week 4: Measure & celebrate
Send Qwenzy’s automated report showing approval speed, budget adherence, and turnaround. Share the win and schedule full-client rollout.
Week 4: Measure & celebrate
Send Qwenzy’s automated report showing approval speed, budget adherence, and turnaround. Share the win and schedule full-client rollout.
Typical client push-back—and ready answers
Typical client push-back—and ready answers
Typical client push-back—and ready answers
What we provide
Quick-start video (<5 min)
embed or email to stakeholders
CSM-led intro call
we’ll join your first client demo and field questions
24×5 chat support
a direct line for your clients, not just your team
What we provide
Quick-start video (<5 min)
embed or email to stakeholders
CSM-led intro call
we’ll join your first client demo and field questions
24×5 chat support
a direct line for your clients, not just your team
What we provide
Quick-start video (<5 min)
embed or email to stakeholders
CSM-led intro call
we’ll join your first client demo and field questions
24×5 chat support
a direct line for your clients, not just your team
Lina Rodrigues
Client Success Lead, Orbit Media
Our enterprise clients adopted Qwenzy in under a week—and immediately cut feedback loops by half.
"
Lina Rodrigues
Client Success Lead, Orbit Media
Our enterprise clients adopted Qwenzy in under a week—and immediately cut feedback loops by half.
"
Lina Rodrigues
Client Success Lead, Orbit Media
Our enterprise clients adopted Qwenzy in under a week—and immediately cut feedback loops by half.
"
Client email template
(copy, paste. win!)
Client email template
(copy, paste. win!)
Subject: New management tool; moving to Qwenzy
Hi [Client Name],
The current mix of Docs, PDFs, and Excel trackers makes follow-ups harder than it should be. To streamline everything, we’re moving collaboration into Qwenzy, a single, secure workspace built for agencies and their clients.
There’s a small learning curve, and we’ll guide you through it. Within two weeks you’ll see:
Instant visibility: live status and owners in one view
One-click feedback: comment directly on drafts, no login needed
Real-time budgets + weekly digests: no version chasing, no surprise overruns
We’ll migrate current work and share a five-minute walk-through so your team can hit the ground running.
Looking forward to working together in this faster, clearer way.
Best,
[Your Name]
[Agency]
Client email template
(copy, paste. win!)
Subject: New management tool; moving to Qwenzy
Hi [Client Name],
The current mix of Docs, PDFs, and Excel trackers makes follow-ups harder than it should be. To streamline everything, we’re moving collaboration into Qwenzy, a single, secure workspace built for agencies and their clients.
There’s a small learning curve, and we’ll guide you through it. Within two weeks you’ll see:
Instant visibility: live status and owners in one view
One-click feedback: comment directly on drafts, no login needed
Real-time budgets + weekly digests: no version chasing, no surprise overruns
We’ll migrate current work and share a five-minute walk-through so your team can hit the ground running.
Looking forward to working together in this faster, clearer way.
Best,
[Your Name]
[Agency]
Next steps
Download the Client Onboarding Kit — branded assets + email templates. Book a joint demo — we’ll help you wow your pilot client. Scale to every account — rinse, repeat, report the wins.
Qwenzy is built to streamline project management in marketing agencies while keeping track of revenue and employee utilization seamlessly.
Next steps
Download the Client Onboarding Kit — branded assets + email templates. Book a joint demo — we’ll help you wow your pilot client. Scale to every account — rinse, repeat, report the wins.
Qwenzy is built to streamline project management in marketing agencies while keeping track of revenue and employee utilization seamlessly.
Next steps
Download the Client Onboarding Kit — branded assets + email templates. Book a joint demo — we’ll help you wow your pilot client. Scale to every account — rinse, repeat, report the wins.
Qwenzy is built to streamline project management in marketing agencies while keeping track of revenue and employee utilization seamlessly.