calm work - no bottlenecks - wild profits
Agency Management Software for your agency's best future
The only platform that lets your team and AI work together to plan, schedule, and communicate your client delivery - calmly and at scale
“ I don't know what I'd do without Lifted Work. ”
Rick is running 80 clients — 100% of tasks booked on Lifted Work.
Feeling
stuck?
- You have to hunt for team updates
- Tracking communication is exhausting
- SOPs scattered across a dozen docs
- Can't tell who is over/under performing
- It all falls on you
It doesn't have to be this way.
Work towards freedom...
Schedule a month of deliverables in 1 AI Prompt
Clients see progress on portal 24/7
Delegate properly easily
See who is productive and valuable to the team
Spot over/under scheduled clients instantly
See all client activity on a single tight 1-pager
Client Management & Fulfillment
No more bottlenecks Delegate effectively
Ad-hoc requests triaged fast
Turn incoming client requests from client portal or emails into tasks in a click
Recurring Tasks Booked in a Prompt
Schedule an entire month of tasks in reusable custom AI prompts.
Clear text/video SOPs for consistent execution
No more hunting for SOPs or Loom videos - they're right on the task.
Mentions / notes on tasks
Easily unblock and catch up by just scanning mentions in the morning.
Recurring tasks
Efficient request handling
Consistent time budgets & SOPs
Client Portal with Purpose
Feature page that sells
Your custom client portal has a dedicated page that reminds clients of the features and benefits of your services - plus you can showcase upsells.
Client Feed
Can include reports, loom videos, completed tasks (automatic) so they always see your value. You can fill it easily with autocomplete tasks and AI scheduling.
Client Dashboard
Showcase upcoming milestones so they stay excited, showcase upcoming tasks automatically so they can see what you're working on next.
Client Requests
Clients can pop in to add requests with notes and assets you can see and handle right from your dashboard
Client Communications That Scale
Before: Bottlenecks
Client updates trapped in one person's head
Team members can't quickly learn client concerns
Account managers scrambling to piece together status updates
Latest info buried somewhere in email, Slack, or meeting notes
After: Everything Accessible
Meeting notes, emails, and internal updates on one screen per client
Task history shows what was done, blockers hit, and solutions found
Account managers see full client picture at a glance
AI health checks surface concerns, blockers, and issues automatically
...scan ALL client activity on 1 page with scrollable cards
No more status hunting
Instant team alignment
Never miss important updates
Client Overviews That Eliminate Brain Dumps
Get a 1-pager with clean, scrollable cards that delivers a detailed picture of each client's account that's scannable and actionable.
Overview
Text overview, loom video overview or text description of your client's account so you remember and your team knows what's going on.
Links
Quick links to your client's properties like staging sites, designs, social links, etc. that live on each client's tasks for quick access for your team, plus the overview page.
Custom Fields
Track what you need like contract details, services you offer, ad budgets, etc. Document it and it's scannable on this page.
Contacts
Quick list of contact names and emails for your team
Assets
See and share client assets with your team. Clients can upload assets from their portal and they'll show up here as well.
AI Future-Proofed
AI That Actually Has Client Context
Most agencies can't use AI effectively because their data is scattered across tools.
Built-in Context
Client overviews
Client emails
Meetings
Tasks with notes
Client Milestones
Internal Client Updates
Useful AI
Run health checks
Write emails
Draft ad copy
Schedule deliverables
100+ Clients
without losing control
Onboarding
Run saved onboarding prompt → tasks and milestones are created, assigned and scheduled in a click.
Recurring tasks & dependencies
Schedule recurring work with saved scheduling prompts per client that runs automatically, plus book interdependent tasks.
Smart Prompts & Context
Saved prompts let you run health checks, write emails, or draft ad copy with AI with full client context.
10x efficiency
90% less manual work
24/7 AI assistant
Complete Team Management
Stop Being the Bottleneck
You're the only one who knows which clients need what, who's overloaded, and what's blocking progress.
...it doesn't have to all fall on you
Strategic Visibility
Your entire team sees who's blocked, who has capacity, and where hours are going by client, task, and team member. No more meetings or status questions for every decision.
Clear Performance
See exactly who's crushing it and who needs support—backed by real data on hours, output, and client impact. No guesswork, no awkward conversations.
Team Harmony
When everyone can see the workload and expectations, accountability becomes automatic. Less micromanaging, more momentum.
Result
Self-managing teams that scale with you
Your team unblocks themselves, balances workload, and stays accountable—without constant check-ins or status meetings.
No ramp-up penalty No meeting time
Instant Client Context
Team members have client links, overviews and activity so they can switch clients so it doesn't all fall on you.
Smart Mentions & Unblocking
Messages with mentions on tasks let team members get unblocked instantly with minimal back and forth so you act with laser focus & no overhead.
Team Members Produce on Day 1
No extra input needed from you - new hires are immediately productive from your SOPs, client screens and scheduling system
Clear Task Overview
Every person has clear tasks with full client overview including relevant links and activity.
Built-in Training
SOPs and custom loom videos guide team members through every process.
AI-Powered Assistance
Leverage AI with pre-saved prompts applied with client overviews in context for things like custom ad copy for team members to review / post
No training overhead
100% self-sufficient
Walkthrough
Your new operating system for client delivery
Video loading...
This Is What Scaling Your Agency Actually Looks Like
Most agencies never scale because their operations aren't repeatable. Lifted Work fixes that so you can grow without adding chaos.
Your workspace is created instantly
Start with one client — no migration or integrations needed
Simple, guided onboarding with short video walkthroughs
Your team can adopt it gradually — no workflow disruption
Cancel anytime — zero risk to try it
Once setup is complete, you're sitting on top of an agency that runs cleanly, predictably, and is finally ready to scale.
Pricing Built for Agencies
Streamline your team, delight clients, and scale effortlessly with plans for every agency.
Lock in your Lifetime Discount
Exclusive permanent offer for early adopters
First 6 months
50% off 60% off
Then forever
20% off 30% off
Keep discount even when you switch plans
Starter
+ $6/client/mo
was $12/client
+ $4/client/mo
was $9/client/mo
- 5 clients included
- Unlimited team seats
- Unlimited storage
- Unlimited tasks
- 100,000 AI tokens/month
- Client portal
Growth
+ $5/client/mo
was $10/client
+ $4/client/mo
was $8/client/mo
- 15 clients included
- Unlimited team seats
- Unlimited storage
- Unlimited tasks
- 500,000 AI tokens/month
- Custom Domain client portals
- Priority support
Pro
+ $4/client/mo
was $8/client
+ $3/client/mo
was $6/client/mo
- 40 clients included
- Unlimited team seats
- Unlimited storage
- Unlimited tasks
- 2,000,000 AI tokens/month
- Custom Domain client portals
- Dedicated success manager
FAQs — quick wins, quick answers
- How long does setup actually take?
- Most agencies complete the full setup in about a workday's worth of total effort, spread over 1–2 weeks at their own pace. You get short video walkthroughs and a simple checklist that makes each step easy to knock out without disrupting your schedule.
- How does this fit in with other tools / automations?
- Automations, AI and software tools come and go, but you always need someone to set them up, keep them up to date or just use them. Lifted Work lets you and your team stay nimble, effective, and leverage AI and other tools to maximum efficiency with smart planning for your team and clients.
- Do I need to migrate anything before I start?
- No. You can get value immediately by starting with just one client. No migrations, no integrations, no switching tools. Lifted Work sits neatly on top of your existing workflow until you're ready to bring more clients over.
- What if my team is slow to adopt new tools?
- Lifted Work is designed for gradual adoption. Your team can start by using the client context, tasks, or SOPs — whatever feels easiest. Because everything is clearer and more organized, most teams naturally buy in within the first week.
- Will this disrupt the way we currently work?
- No. Lifted Work adds clarity and structure without forcing a major workflow change. You can run your current system and Lifted Work side-by-side until you're confident enough to centralize everything.
- How is Lifted Work different from CRMs or project management tools?
- Those tools make you build the system — the workflows, the processes, the SOPs, everything. Lifted Work gives you a ready-built operating system for agencies: consistent onboarding, recurring schedules, SOP templates, client transparency, and AI automation all working together from day one.
- Does this actually help us scale?
- Yes — this is the core purpose. Agencies get stuck because delivery isn't consistent. Once Lifted Work is set up, onboarding becomes repeatable, recurring tasks run automatically, communication is handled, and delivery becomes predictable. That's what allows an AM to confidently handle 50–100 clients.
- How fast will we start seeing improvements?
- Most agencies feel relief in the first week, even before the full setup is complete. The first client you add becomes instantly more organized. The biggest gains come when your initial recurring schedules and SOPs are running — often within 2–4 weeks depending on your pace.
- What if I'm not technical?
- Zero technical experience needed. All setup is guided with simple videos and examples. Agencies without ops managers, and solo founders, regularly complete the onboarding with no issues.
- What happens if I cancel?
- You can cancel anytime. Your workspace stays active for the remainder of your billing period, and you can export your data whenever you want.
- Can this really raise my account managers' capacity?
- Yes — and that's the main reason agencies switch. By standardizing onboarding, automating recurring work, organizing SOPs, and showing client progress clearly, your AMs stop firefighting and start managing proactively. That's what increases their effective capacity.