$ agencies --many-clients --one-standard
An agency operations lead, on a discovery call
Agency work moves fast and the margin lives in the rework. Pholeo gives producers one logistics layer across clients: specs that scale, approvals that happen on a link, and a budget that stays attached to the program.
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
ASIS International moved GSX’s specs, budget and reconciliation into Pholeo, and ran the show onsite without binders for the first time in fifteen years.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
One standard across every client
Client portals
A portal is a client-facing document built from the program, with a feedback thread. Approvals are recorded, not inferred from a reply.
Templates and duplication
Duplicate a program, keep the structure and the catalog, swap the specifics. New freelancers inherit the standard instead of inventing one.
Production schedules
Sparks’ program lead describes production schedules that assemble from the team’s own entries rather than a separate document someone maintains.
Margin protection
Estimates, actuals and variance per program, so a scope-creep conversation happens while there is still time to have it. The client sees the portal, not the vendor pricing.
A Spec Sync builds your first board from one real BEO or function sheet.
“Pholeo saves my team hours when producing final production schedules.”
Julia McFarland
Program Lead, Sparks
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
ASIS International moved GSX’s specs, budget and reconciliation into Pholeo, and ran the show onsite without binders for the first time in fifteen years.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
FAQ
Straight answers. If yours is not here, ask it on the Spec Sync.
Yes. Each client is a project, each program an event inside it, with its own members, budget and portals. Producers move between them without a different template per account.
Yes. A portal shows the client what you publish, with a feedback thread; the budget and vendor pricing stay inside the team’s modules.
They are invited to the program with a role, see the standard the agency set up, and work the same board as the producers. The structure is inherited, not re-invented.
The schedule is a view of the program the team already entered, filtered per vendor and printed when it is needed. Sparks’ program lead describes it as building itself.
Per conference, in three published packages, with the option to talk through volume for a portfolio of programs.
Portals carry your event’s identity and the documents you publish. Ask on the Spec Sync about the specifics you need for a client.
Keep exploring
Share one spec and we will build your first board with you.
