# Lifted Work

> Agency management software for digital marketing agencies. It schedules every client's recurring work against the team's real available hours, turns client emails and requests into assigned tasks, runs a saved process for every client, builds client reports from connected analytics, and shows the finished work in a branded client portal.

The company and product are Lifted Work. The canonical product site is www.liftedwork.com.

Not the same company as "Lifted", the Upwork subsidiary for enterprise contingent workforces, launched August 2025. Unrelated.

Who it is for: owners and operations leads at digital marketing agencies. It is bought to replace a general project management tool that has been configured into an agency system, most often Asana, ClickUp, Monday, Notion or Airtable, or to replace a reporting-only tool such as AgencyAnalytics.

What makes it different from those: it is organized around clients rather than projects, and the client portal, client email, analytics integrations and AI are included rather than assembled.

Pricing is per active client, never per seat. Team members are unlimited on every plan, so hiring does not raise the bill.

- Core: $25 per month, including 5 active clients, then $5 per active client per month. For agencies setting up their first real system.
- Delivery: $35 per month, including 5 active clients, then $7 per active client per month. For agencies actively running ongoing client delivery.
- Infrastructure: $60 per month, including 5 active clients, then $12 per active client per month. For agencies standardizing delivery at scale.

A fifteen-client agency on Delivery pays $105 a month for everything, including the client portal, analytics integrations, report rendering and AI.

Three services are sold alongside the software:

- The 21-Day Agency Build: Five clients onboarded, four repeatable playbooks built and test-run, useful history imported, required connections set up, and the agency team trained. $1,500 once, including two months of Lifted Work. Guarantee: Live in 21 days, or it's free.
- Ops on Call: Ongoing operations support for systems Lifted Work built or an agency already uses, including playbook maintenance, same-day answers, and a monthly review call. $500 per month flat, never per client. One build a month; client onboardings are $299 each. Guarantee: Message us on a business day and hear back from a person before the day is out, or that month is free.
- The Delivery Team: Content, advertising, search, technical work and branded reporting delivered under the agency's brand. From $349 per month per client, plus onboarding. Guarantee: If the first month's deliverables do not meet your standards after revisions, we refund that month's fulfillment fee.

Software guarantee: 30 days. Full refund, no questions. Billing is monthly or annual, with two months free on annual.

Every linked marketing page below is available as markdown. Append `.md` to its path, or use `/index.md` for the home page.

## Products

- [Scheduler](https://www.liftedwork.com/schedule.md): Plans recurring and onboarding client work against each person's available hours, so every client and every person is booked out in advance.
- [Dispatcher](https://www.liftedwork.com/requests.md): Turns an incoming signal into assigned work: client email, portal requests, meeting notes through Zapier or the API, report findings, and instructions from an external AI through MCP.
- [Playbooks](https://www.liftedwork.com/automations.md): A process saved once as a chain of tasks carrying SOPs, AI prompts, tool access and review points, then run for every client.
- [Reporter](https://www.liftedwork.com/reports.md): Client and internal reports built from GA4, Search Console, Google Ads, Meta Ads and Google Business Profile, combined with the agency's own task and time data.
- [Portal](https://www.liftedwork.com/portal.md): The branded client view: delivered work, reports, requests, deliverable reviews and approvals.

## Services

- [The 21-Day Agency Build](https://www.liftedwork.com/setup.md): What the $1,500 setup covers, day by day, and what the agency has at handoff.
- [Ops on Call](https://www.liftedwork.com/managed-ops.md): What $500 a month of ongoing operations support includes, and what it does not.
- [The Delivery Team](https://www.liftedwork.com/fulfillment.md): Per-service pricing for client work delivered under the agency's brand.

## Comparisons

- [Lifted Work vs Asana](https://www.liftedwork.com/compare/asana.md): Feature and price comparison against general project management, including where Asana is the better choice.
- [Lifted Work vs Trello](https://www.liftedwork.com/compare/trello.md): Feature and price comparison against board-based task tracking, including where Trello is the better choice.
- [Lifted Work vs Basecamp](https://www.liftedwork.com/compare/basecamp.md): Feature and price comparison against team collaboration, including where Basecamp is the better choice.
- [Lifted Work vs ClickUp](https://www.liftedwork.com/compare/clickup.md): Feature and price comparison against configurable all-in-one project management, including where ClickUp is the better choice.
- [Lifted Work vs SEMrush](https://www.liftedwork.com/compare/semrush.md): Feature and price comparison against SEO research with client reporting, including where SEMrush is the better choice.
- [Lifted Work vs AgencyAnalytics](https://www.liftedwork.com/compare/agencyanalytics.md): Feature and price comparison against agency reporting dashboards, including where AgencyAnalytics is the better choice.

## Guides

- [How AI Builds on Its Own Work: Chaining Deliverables Across Tasks](https://www.liftedwork.com/guides/chaining-deliverables-across-tasks.md): Sequence AI tasks so each one builds on the last. A draft created in one task carries to the next, where AI revises it, adds images, or reviews it before a client ever sees it.
- [Account Health Report Template for Internal Reviews](https://www.liftedwork.com/guides/account-health-report-template.md): An internal report template for account managers covering task performance, time tracking, client requests, correspondence, and team workload over the last 30 days.
- [Monthly Performance Report Template with Animated Numbers](https://www.liftedwork.com/guides/monthly-performance-report-template.md): A ready-to-use report template covering GA4, Search Console, and Google Business Profile with JavaScript number animations. Copy, paste, and let the AI fill it in.
- [Client Portal: What Your Clients See and How to Set It Up](https://www.liftedwork.com/guides/client-portal-and-requests-guide.md): How the Lifted Work Client Portal works: tabs, requests, deliverables, services, and how to configure it per client.
- [How to Run a Marketing Agency Without Losing Track of the Work](https://www.liftedwork.com/guides/practical-guide-managing-your-agency.md): Step-by-step instruction on dashboards, monthly reviews, task creation, client management, and using AI schedulers for scaled agency operations.
- [Schedule Recurring Client Work Once and Let AI Run It](https://www.liftedwork.com/guides/recurring-and-onboarding-ai-task-scheduling.md): Learn how to automate recurring tasks and client workloads using the AI Task Scheduler. Covers creating scheduling tasks, writing AI prompts, reviewing upcoming work, and tips for staying organized.

## AI playbooks

- [Build a brand guide so every AI output stays on brand](https://www.liftedwork.com/automations/automate-brand-guide.md): Every ads, social, blog, and email playbook you run afterwards writes in the client's voice, because they all read the same brand note. It is built once per client from the site and the live ad accounts, and the offering section adapts to whatever the client sells, from products to services to software.
- [Automate monthly account reviews](https://www.liftedwork.com/automations/automate-monthly-account-review.md): An internal health snapshot of the month's account activity, plus a recap email drafted to the client with the report links already in it.
- [Build an SEO keyword strategy that feeds your content pipeline](https://www.liftedwork.com/automations/automate-seo-keyword-strategy.md): A prioritized keyword strategy saved as a client note, built from the client's site plus Search Console and GA4 data, that every content playbook reads first.
- [From strategy to send-ready emails in one chain](https://www.liftedwork.com/automations/automate-email-campaign-sequence.md): A full sequence arrives planned, written with A/B subject lines, and checked for CTAs and tone across every message, with setup instructions for whatever platform you send from. The default is a welcome series, and it works the same for re-engagement, launch, or nurture.
- [Turn blog posts into social content and a branded image](https://www.liftedwork.com/automations/automate-blog-to-social-repurposing.md): One blog post becomes LinkedIn, Twitter/X, and Instagram copy, an email newsletter snippet, and a branded quote graphic, each written for how people read on that platform. You review the whole set before anything is scheduled.
- [Generate ad creatives from proven frameworks](https://www.liftedwork.com/automations/automate-client-social-media-posts.md): Four complete ad creatives, copy plus matching visuals, written against 10 proven frameworks and waiting in your review queue.
- [Automate monthly client reporting with built-in analytics](https://www.liftedwork.com/automations/automate-monthly-client-reporting.md): A branded report lands in the client's feed with a summary email drafted alongside it, built from GA4, Search Console, Google Ads, Meta Ads, and Google Business Profile. No third-party reporting tool required.
- [Automate new client onboarding](https://www.liftedwork.com/automations/automate-new-client-onboarding.md): A new client gets a brand guide, milestones, a feed post, and a welcome email without anyone assembling them. The account manager approves the package against a 7-item checklist, and only then does the client see a short welcome task in their portal.
- [SEO audits that create the fix list](https://www.liftedwork.com/automations/automate-seo-audit.md): A priority-ranked audit built from a site crawl plus Search Console and GA4 data, with the top findings already turned into fix tasks naming the specific pages. You approve the list before the team starts.
- [Automate SEO blog posts from your keyword strategy](https://www.liftedwork.com/automations/automate-seo-content-pipeline.md): A full article on the next keyword in the client's strategy, cross-linked to their existing posts, with the strategy note updated so the following month picks up where this one left off.

## Developer resources

- [Integrations](https://www.liftedwork.com/integrations.md): Native analytics and email connections, MCP access for Claude and ChatGPT, Zapier workflows, and the REST API.
- [API documentation](https://www.liftedwork.com/api/docs): Human-readable Redoc reference for Lifted Work's public REST API.
- [OpenAPI specification](https://www.liftedwork.com/api/docs/openapi.json): Machine-readable API schema covering authentication, resources, request bodies, and responses.

## Optional

Product documentation. Useful for questions about how a specific capability works, skippable when answering what Lifted Work is, who it is for, or what it costs.

- [Task Management](https://www.liftedwork.com/features/task-management-screen-ai-scheduling.md): Filter, sort, bulk-update, and schedule tasks across every client from one place.
- [AI Playbooks](https://www.liftedwork.com/features/ai-playbooks.md): Turn a recurring process into a playbook that runs on a schedule, produces real deliverables, and routes them through your team before they reach a client.
- [Lifty AI](https://www.liftedwork.com/features/lifty-ai-assistant.md): An AI assistant that already knows your clients: their brand, work, emails, analytics, and history. Ask it to summarize, draft, report, or build the next task.
- [Task Templates: SOPs and AI Prompts](https://www.liftedwork.com/features/task-templates-with-sops-or-ai-prompts.md): Build reusable task blueprints with human instructions, AI prompts, and after-completion chaining.
- [Capacity Calendar](https://www.liftedwork.com/features/capacity-calendar-hours-planning.md): See assigned hours per person per day, spot who is overloaded before deadlines slip, and rebalance work in a few clicks.
- [Time Tracking and Budgets](https://www.liftedwork.com/features/time-tracking-budgets.md): Track time while the work happens, compare it to each task's budget, and see where hours go by client, task type, or team member.
- [Task Comments and @Mentions](https://www.liftedwork.com/features/task-comments-mentions.md): Keep the conversation on the work. Comment on tasks, @mention teammates to unblock them, and let AI read the thread for context.
- [Client Overview](https://www.liftedwork.com/features/client-overview-details-milestones-features-tasks.md): The client's home tab: brand, description, contacts, links, services, portal settings, milestones, and stats, with every other tab one click away.
- [Client Communications](https://www.liftedwork.com/features/client-communications.md): Every email, call, meeting, and message with a client in one tab, synced from Gmail and your other tools, ready for AI to act on.
- [Client Feed](https://www.liftedwork.com/features/client-feed.md): A running stream of the work you deliver, posted to the client's portal as it happens: completed tasks, reports, videos, and files.
- [Client Notes](https://www.liftedwork.com/features/client-notes.md): Internal notes on each client that your whole team and the AI can read, so context never lives in one person's head.
- [Deliverables and Approvals](https://www.liftedwork.com/features/deliverables-approvals.md): Move every deliverable from draft to client sign-off in one place, with review, change requests, and approval tracked at each step.
- [Client Requests: Intake, Track, and Convert to Tasks](https://www.liftedwork.com/features/client-requests-management.md): Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel.
- [Client Assets](https://www.liftedwork.com/features/client-assets.md): Upload, search, and organize every file for a client in one tab, ready to attach to tasks or share through the portal.
- [Client Portal](https://www.liftedwork.com/features/client-portal.md): A branded portal where clients submit requests, complete the to-dos you assign them, review deliverables, and watch the work land in a live feed.
- [Services and Upsells in the Client Portal](https://www.liftedwork.com/features/client-features-upsells.md): Show clients the value they're getting, anchor your pricing, and surface upsell opportunities inside the portal they already use.
- [Reporting and Analytics](https://www.liftedwork.com/features/reporting-and-analytics.md): Connect GA4, Search Console, Google Ads, Meta, and Business Profile, then let AI fill branded report templates and post them to the client.
- [Client Management](https://www.liftedwork.com/features/client-management-statuses-stats.md): A sortable client list with custom columns, inline editing, display groups, and quick actions for every account.
- [Agency Dashboard](https://www.liftedwork.com/features/agency-dashboard-software.md): Your daily starting point. Requests, milestones, correspondence, monthly stats, team analytics, client analytics, and @mentions in one view.
- [MCP Integration for Claude and ChatGPT](https://www.liftedwork.com/features/mcp-integration-claude-chatgpt.md): Connect Claude or ChatGPT to Lifted Work through MCP and manage tasks, clients, emails, reports, and analytics from any AI tool.
- [How to Create a Client Report Template](https://www.liftedwork.com/how-tos/create-report-template.md): Three ways to create report templates: ask Lifty AI, paste HTML from a guide, or generate one with Claude or ChatGPT. Plus how to copy templates between clients.
- [How to Connect Claude or ChatGPT to Lifted Work](https://www.liftedwork.com/how-tos/connect-mcp-claude-chatgpt.md): Step-by-step setup for connecting Claude, ChatGPT, or any MCP client to Lifted Work so your AI can manage tasks, emails, and clients.
- [How to Create a Task in Lifted Work](https://www.liftedwork.com/how-tos/how-to-create-task.md): A complete walkthrough of every task option: title, assignment, due date, time estimate, AI instructions, autocomplete, after-completion prompts, tags, and visibility.
- [How to Use the Lifty AI Sidebar](https://www.liftedwork.com/how-tos/lifty-ai-sidebar.md): Lifty is a built-in chat assistant for agency admins and managers. Create tasks, generate milestones, draft emails, and pull analytics from a single sidebar.
- [Onboard New Clients in Under 15 Minutes](https://www.liftedwork.com/how-tos/onboard-new-clients-in-15-minutes.md): A step-by-step process for setting up new clients in Lifted Work, from creating the client to previewing their portal.
- [How to Manage Your Lifted Work Plan and Billing](https://www.liftedwork.com/how-tos/resolve-billing-issues.md): View your plan, update payment methods, monitor usage, and resolve failed payments. Admin access required.
- [Team Roles and Permissions Explained](https://www.liftedwork.com/how-tos/roles-permissions.md): How Admin, Manager, Employee, and Worker roles control what each person on your team can see and do.
- [Turn a Slack Message into a Task with One Emoji](https://www.liftedwork.com/how-tos/slack-reaction-to-task.md): React to any Slack message with your agency's emoji and Lifted Work creates the task, with the original message and a link attached.
- [How to Use Task Templates in Lifted Work](https://www.liftedwork.com/how-tos/task-template-management.md): Create reusable task blueprints with instructions, time estimates, Tools for AI settings, and Run on complete prompts. Organize them into groups for your agency.
- [How to Use Filters to Find Any Task](https://www.liftedwork.com/how-tos/cannot-find-task.md): How filters, date ranges, and views control which tasks you see, and how to reset them to find what you're looking for.
- [Terms of Service](https://www.liftedwork.com/terms.md): Subscription terms, refunds and acceptable use.
- [Privacy Policy](https://www.liftedwork.com/privacy.md): What data is collected and how it is handled.
- [Data Processing Addendum](https://www.liftedwork.com/dpa.md): How personal data is processed on a customer's instructions.
- [Sub-processors](https://www.liftedwork.com/subprocessors.md): The vendors engaged to deliver the service.