MOZAIC Core for
From new business to client delivery — every account tracked, every campaign attributed, every approval documented.
The Problem
Marketing agencies manage multiple client relationships, campaigns, and creative workflows simultaneously — across email, messaging apps, and shared drives. New business attribution is guesswork. Client visibility into project status requires constant manual updates. Content approvals are informal, creating quality and compliance risk.
Inbound enquiries arrive from referrals, social, and direct contact. Without tracking, there is no data to tell you which channels to invest in — so new business strategy is guesswork.
Client status updates happen via email, call, or message. Clients feel disconnected from their own projects, chase for updates, and lose confidence mid-engagement.
Campaign copy and creative assets are approved via email thread or chat. There is no version history, no audit trail, and no protection when disputes arise over what was agreed.
How it works
Prospect submits a brief via the agency microsite. Source is attributed. The enquiry enters the new business pipeline with team member and channel tracked.
Once instructed, the client is activated as a full account record. Project milestones are set. A branded client portal is issued with the project scope and timeline.
The client sees project status, reviews briefs, approves deliverables, and submits documents — all through a secure private portal with a complete audit trail.
Account managers draft campaign copy, social captions, and proposals using the AI writing assistant. Content enters an approval queue before reaching the client.
Platform modules
Branded milestone tracking for each account — from brief to final delivery.
New business enquiries, proposal tracking, and conversion visibility.
Branded professional presence for each team member — portfolio, services, contact.
AI writing for proposals, campaign copy, social captions, and client comms.
AI-generated content queued for human review before reaching clients or posting.
Client and prospect communications — case studies, insights, announcements.
Secure brief, contract, and creative delivery via client portal.
Track which partner, platform, or team member sourced each new client.
GDPR-aware by design
EU data residency
Full audit trail
We are selecting early access partners in this vertical. Tell us about your firm and we will be in touch within 48 hours.
