
Switch On.
Level Up.
Switch On.
Level Up.
A fast-track playbook to get your team fully operational on Qwenzy—without the drama.



Switch On.
Level Up.
A fast-track playbook to get your team fully operational on Qwenzy—without the drama.
*All plans come with a 30-day free trial.


Why this guide exists
New tools fail when they’re dropped in with a “good luck” email. This playbook gives you a clear, step-by-step rollout that wins hearts, shifts habits, and shows measurable impact—in 30 days.

Why this guide exists
New tools fail when they’re dropped in with a “good luck” email. This playbook gives you a clear, step-by-step rollout that wins hearts, shifts habits, and shows measurable impact—in 30 days.

Why this guide exists
New tools fail when they’re dropped in with a “good luck” email. This playbook gives you a clear, step-by-step rollout that wins hearts, shifts habits, and shows measurable impact—in 30 days.

The payoff for clients & you
The payoff for clients & you
Other Tools
Fifteen disconnected tools
Status chases & surprise overruns
Endless “final-final” files
Zero utilization insight
With Qwenzy
One marketing OS
Live trackers & budget alerts
Single source of truth
Real-time capacity & profitability
Other Tools
Fifteen disconnected tools
Status chases & surprise overruns
Endless “final-final” files
Zero utilization insight
With Qwenzy
One marketing OS
Live trackers & budget alerts
Single source of truth
Real-time capacity & profitability

The payoff for clients & you
Other Tools
Fifteen disconnected tools
Status chases & surprise overruns
Endless “final-final” files
Zero utilization insight
With Qwenzy
One marketing OS
Live trackers & budget alerts
Single source of truth
Real-time capacity & profitability
The six-step rollout plan
The six-step rollout plan
The six-step rollout plan
Day 0: Align on outcomes
Define success before setup. Choose 2–3 metrics (e.g., approval time, on-time delivery, utilization). Lock a go-live date and a Day-30 review.
Day 0: Align on outcomes
Define success before setup. Choose 2–3 metrics (e.g., approval time, on-time delivery, utilization). Lock a go-live date and a Day-30 review.
Day 0: Align on outcomes
Define success before setup. Choose 2–3 metrics (e.g., approval time, on-time delivery, utilization). Lock a go-live date and a Day-30 review.
Days 1–3: Appoint Qwenzy champions
Ownership beats mandates. Name one champion per function (content, design, account, finance). Give early access; collect feedback; set the tone.
Days 1–3: Appoint Qwenzy champions
Ownership beats mandates. Name one champion per function (content, design, account, finance). Give early access; collect feedback; set the tone.
Days 1–3: Appoint Qwenzy champions
Ownership beats mandates. Name one champion per function (content, design, account, finance). Give early access; collect feedback; set the tone.
Days 4–7: Map existing workflows
Document what actually happens. List every handoff, approval, and tool in use. Flag friction points—these become your quick wins.
Days 4–7: Map existing workflows
Document what actually happens. List every handoff, approval, and tool in use. Flag friction points—these become your quick wins.
Days 4–7: Map existing workflows
Document what actually happens. List every handoff, approval, and tool in use. Flag friction points—these become your quick wins.
Week 2: Run a lighthouse project
Prove value in a controlled sandbox. Pick a low-risk, high-visibility client or campaign. Import brief, tasks, assets, and timelines. Track time-to-approval and delivery vs. your baseline.
Week 2: Run a lighthouse project
Prove value in a controlled sandbox. Pick a low-risk, high-visibility client or campaign. Import brief, tasks, assets, and timelines. Track time-to-approval and delivery vs. your baseline.
Week 2: Run a lighthouse project
Prove value in a controlled sandbox. Pick a low-risk, high-visibility client or campaign. Import brief, tasks, assets, and timelines. Track time-to-approval and delivery vs. your baseline.
Week 3: Train & launch
Turn users into advocates. Live role-based workshop (or short video modules). Cheat-sheet PDFs for daily tasks in your brand style. Open a Slack/Teams channel for “How do I…?” moments.
Week 3: Train & launch
Turn users into advocates. Live role-based workshop (or short video modules). Cheat-sheet PDFs for daily tasks in your brand style. Open a Slack/Teams channel for “How do I…?” moments.
Week 3: Train & launch
Turn users into advocates. Live role-based workshop (or short video modules). Cheat-sheet PDFs for daily tasks in your brand style. Open a Slack/Teams channel for “How do I…?” moments.
Day 30: Measure, celebrate, iterate
Show the win, then scale it. Pull reports on turnaround, utilization, and retainer burn. Share results in a town hall; name the next rollout wave. Book a quarterly optimization with your CSM.
Day 30: Measure, celebrate, iterate
Show the win, then scale it. Pull reports on turnaround, utilization, and retainer burn. Share results in a town hall; name the next rollout wave. Book a quarterly optimization with your CSM.
Day 30: Measure, celebrate, iterate
Show the win, then scale it. Pull reports on turnaround, utilization, and retainer burn. Share results in a town hall; name the next rollout wave. Book a quarterly optimization with your CSM.

Common speed bumps
(and how we flatten them)
Common speed bumps
(and how we flatten them)



Common speed bumps
(and how we flatten them)


What you get from us
Dedicated Onboarding Manager
Subtasks, owners, deadlines, blockers
Live Workflow Workshop
Milestones, approvals, budget burn, margin
Migration Toolkit
Portfolio view, retainer health, profitability, executive report
24×5 Chat Support
Total revenue, utilization, capacity forecast, on time delivery

What you get from us
Dedicated Onboarding Manager
Subtasks, owners, deadlines, blockers
Live Workflow Workshop
Milestones, approvals, budget burn, margin
Migration Toolkit
Portfolio view, retainer health, profitability, executive report
24×5 Chat Support
Total revenue, utilization, capacity forecast, on time delivery

What you get from us
Dedicated Onboarding Manager
Subtasks, owners, deadlines, blockers
Live Workflow Workshop
Milestones, approvals, budget burn, margin
Migration Toolkit
Portfolio view, retainer health, profitability, executive report
24×5 Chat Support
Total revenue, utilization, capacity forecast, on time delivery

Maya Gupta
Polaris Creative, Account Director
In 30 days we cut project approval time by 42% and uncovered 15% extra billable capacity—without adding head-count.
"
Maya Gupta
Polaris Creative, Account Director
In 30 days we cut project approval time by 42% and uncovered 15% extra billable capacity—without adding head-count.
"

Maya Gupta
Polaris Creative, Account Director
In 30 days we cut project approval time by 42% and uncovered 15% extra billable capacity—without adding head-count.
"
Next steps
1. Book your onboarding call. Align goals, scope, and timeline. 2. Invite champions — they get sandbox access today. 3. Go live — lighthouse project in Week 2; full rollout by Day 30.


Qwenzy is built to streamline project management in marketing agencies while keeping track of revenue and employee utilization seamlessly.
Next steps
1. Book your onboarding call. Align goals, scope, and timeline. 2. Invite champions — they get sandbox access today. 3. Go live — lighthouse project in Week 2; full rollout by Day 30.


Qwenzy is built to streamline project management in marketing agencies while keeping track of revenue and employee utilization seamlessly.
Next steps
1. Book your onboarding call. Align goals, scope, and timeline. 2. Invite champions — they get sandbox access today. 3. Go live — lighthouse project in Week 2; full rollout by Day 30.

Qwenzy is built to streamline project management in marketing agencies while keeping track of revenue and employee utilization seamlessly.