Every client buys roughly the same month: twelve posts, a newsletter, an ad refresh and a report on the 5th. Flori starts each month from a template, collects the marketing lead’s approvals on one page, and lets your writers’ own Claude or ChatGPT draft from the client’s voice guide.
Fig. 1 · DemoDrafts for Orchard Co.’s October content, waiting for review
The client’s marketing lead approves the LinkedIn posts in Slack, two blog briefs by email and the ad copy on a call. On the 20th nobody knows what is cleared to publish.
Someone copies September’s list, renames it October and misses that the client dropped the newsletter and added a webinar.
An account manager spends a day pulling what shipped, what moved and what is next into the monthly report, for every client, every month.
Build the month once: content briefs, drafts, internal review, client approval, publish dates, the ad refresh and the report. Start October from it, change the two items that changed, and the month is on the board.
Project templates: Core and up
Publish the month’s briefs and drafts to the client page. Their marketing lead approves from one link, and anything still waiting on the client shows on the board instead of in an inbox.
Client pages: Core and up
Keep each client’s voice guide, banned phrases, audiences and approved claims in Docs. Writers mark briefs Ready for AI, one assistant claims each, drafts from those docs and leaves the result in the review queue to approve, send back or undo.
On the 1st, ask Claude to draft each monthly report from what was done, what slipped and what is planned, then add the ad and search numbers from your reporting tool. For your own new business, Smartlead sends prospects to a campaign and interested replies come back as intent on the account.
Smartlead and intent signals: Premium
Fictional example: An example from Brightline, a five-person content and paid social agency with six clients.
The account lead starts November for each client from the template. Orchard Co. added a webinar, so two tasks change.
Claude claims the blog outlines, reads each client’s voice guide and saves them for review. One drifts off brief and gets sent back.
Outlines go to the client pages. Five marketing leads approve the same day. Lumen Health has approved nothing in two weeks, so the lead books a check-in.
October reports go out. Claude drafted each from the finished tasks, and the account manager added the ad numbers and recommendations.
Core gives unlimited clients and retainer projects, client pages for approvals, project templates, Slack and meeting notes. Move to Premium for Smartlead, intent signals, workflows and recording retainer invoices and payments.
Core $12 per person a month, or $10 billed yearly
Start freeNo. Keep your scheduler and ad platforms for that. Flori holds the plan, the drafts and the approvals, and on Core updates post to the Slack channels you choose.
Build one project template with the month’s deliverables and approval steps, start each month from it and change what changed. See what a retainer is and the retainer agreement template.
Yes. Each writer connects their assistant over MCP, to the workspace or a single client project. Flori sells no AI credits, and assistants never count as seats.
Core is $12 per person a month, or $10 billed yearly, so $50 to $60 a month for five. Premium, with Smartlead and revenue tracking, is $29, or $24 billed yearly. Clients are free.