The Documentation Treadmill

Every agency has tribal knowledge. The tracking setup process your team follows. The reporting walkthrough you send new clients. The FAQ you answer in every kickoff call.

But this knowledge lives in scattered places. Old emails. Google Docs with confusing version names. Loom videos buried in Slack threads. Your own head.

So you recreate it. Every time. For every client. Slightly different wording each time. Inconsistent quality. Hours lost to work you've already done.

Build Once. Share Everywhere.

Agency Resources lets you create a proper knowledge base for your agency. Guides. Checklists. SOPs. Training materials. Process documentation.

Organize by topic. Google Ads. Analytics. SEO. Onboarding. Reporting. Whatever categories fit your services.

Create the content once. Share it with any client instantly. No rewriting. No copy-pasting. No "let me find that doc I sent the other client."

Fully Branded as Yours

Every resource carries your logo, your colors, your voice. Clients see content that looks like your agency produced it. Because you did.

No third-party branding. No "powered by" footers. Just professional, polished guides that reinforce your expertise every time a client reads them.

One-Click Sharing to Client Portals

Built a great resource? Share it to any client's Collaboration Hub with one click.

Onboarding a new client? Push your setup guides to their portal. Starting an SEO retainer? Add your monthly checklist. Client asking questions you've answered before? Share the relevant guide.

The content stays in your library. Clients see it in their portal. Everyone gets what they need without email attachments or link hunting.

How Agencies Use This

Client onboarding: Create a "Getting Started" collection with tracking setup guides, access instructions, and process overviews. Every new client gets the same thorough onboarding without custom documentation work.

Service-specific resources: Build guides for each service you offer. Google Ads best practices. GA4 reporting walkthrough. SEO checklist. Share the relevant ones based on what each client bought.

FAQs and troubleshooting: Document the questions you answer repeatedly. "Why did my conversions drop?" "How do I read this report?" Share the guide instead of typing the same explanation again.

Team training: Use the same library to onboard new team members. They learn your processes from the same documentation clients see.

Professional Presentation Without the Design Work

Every guide comes out clean and readable. Professional formatting. Clear structure. Easy to scan and reference.

You focus on the content. SmartMetrics handles the presentation. Clients see polished resources that make your agency look organized and thorough.

Why This Beats Scattered Documentation

Google Docs work until you have fifty of them with names like "Tracking Guide v3 FINAL (2)." Notion works until clients need a login. Email attachments get lost the moment you send them.

Agency Resources keeps everything in one organized library. Your team knows where to find things. Clients see resources right in their portal. Nothing gets lost. Nothing needs recreating.

One source of truth. Infinite reuse.

Get Started

Create your first guide. Add your branding. Organize by topic. Share to a client's Collaboration Hub.

What used to take an hour per client now takes one click.