“High-touch implementation.”
Sounds impressive, doesn’t it?
But too often, it means a few templated emails, an onboarding portal, and a 90-minute kickoff call that ends with you thinking,
“Wait—aren’t we doing most of the work here?”
We’ve been there. That’s why we’ve built our onboarding model differently—specifically for agencies.
Because when your agency is growing, your implementation experience should support that momentum, not stall it.
High-Touch: Often Promised. Rarely Delivered.
Let’s decode what “high-touch” usually means:
- A series of standing calls with vague agendas
- An account manager who shows up at kickoff and disappears after week three
- Long delays while “custom requirements” are routed to developers
- A delivery team that asks you how your agency operates—because they’ve never worked with one before
In other words: high-touch in name, low-impact in practice.
So What Does Real High-Touch Look Like?
It’s not about more meetings. It’s about meaningful involvement and tailored support that helps your agency go live faster—and smarter.
Here’s what we believe high-touch implementation really means:
1. A Delivery Team That Knows Agencies
You won’t spend time explaining what utilization means, how time tracking works, or why creative projects don’t follow rigid workflows. Our team speaks fluent agency—because we’ve worked with hundreds of them.
You’ll work with experts who know:
- How to align financial workflows with delivery
- How to handle multi-entity and multi-currency needs
- What realistic reporting should look like for a fast-moving agency
2. A Strategic Plan from Day One
We don’t wing it. From kickoff, you get a clear project timeline, milestones, and deliverables.
Our onboarding follows an agile, structured model that typically looks like:
- Week 1–2: Discovery & planning
- Week 3–6: Configuration & integrations
- Week 7–10: Testing & training
- Week 11–12: Go-live & post-launch support
It’s fast, but it’s not rushed. It’s focused, but it flexes with your needs.
3. Customization Without Complexity
You need systems that match your workflows—not the other way around. We bring pre-configured agency templates, but we also tailor them to how your agency operates.
Need a unique billing model or a custom approval flow? Done. No tickets. No multi-week delays.
4. People Who Stay Involved After You Go Live
Our definition of high-touch doesn’t end at launch.
We stay with you to ensure:
- Your team actually adopts the system
- Dashboards and reports are useful—not just there
- Integrations work as expected
- You’re set up for scale, not just survival
Support doesn’t drop off a cliff after the invoice is paid.
Why This Matters for Growing Agencies
Implementation isn’t just a tech process—it’s a critical moment for finance and ops leaders.
Get it right, and you accelerate:
- Billing
- Forecasting
- Client profitability tracking
- Strategic decision-making
Get it wrong, and you’re back in the spreadsheet jungle, trying to stitch together systems that never worked well to begin with.
We Don’t Do “Set It and Forget It”
Some platforms get you live, hand you the keys, and vanish.
We don’t.
We stay close because growing agencies need more than software—they need a partner who can keep up with their pace, adapt with their business, and flag issues before they become problems.
If you’ve been burned by “high-touch” before, we get it. Let’s do it right this time.
See how we implement fast, stay engaged, and support your agency from onboarding to scale.
