Onboard new accounts, gather briefs and assets, and keep campaign approvals moving — without the email pile-up.
What you onboard
New client briefs, brand guidelines, access credentials and the assets you need before a campaign can start.
Typical requests
Campaign approvals, content reviews, revision rounds and the steady stream of "can you just change one thing" asks.
You kick off a new account and the brand guidelines arrive as an email attachment. The brief lands in a separate thread. Feedback on the first draft comes back over Slack, a phone call, and three replies you have to stitch together yourself. By the time a campaign goes live, the context is scattered across five tools and two people’s heads.
Marketing work moves fast, and the back-and-forth is constant. When requests come in from everywhere, things get missed, duplicated, or approved twice — and the client experience starts to look less polished than the work itself.
StellaJourney gives your agency and each client a shared portal — branded as yours — where onboarding, asset collection, and approvals live together instead of in inboxes.
Your clients get prompts on each task, so they don’t have to dig through their inbox to find what you asked for. Your team gets one place to look instead of ten tabs.
For a new retainer, you can start with a client onboarding checklist: brand guidelines, access credentials, audience notes, campaign goals, reporting contacts, and the assets your team needs before work begins. Each item becomes a clear request instead of a loose paragraph in a kickoff email.
For ongoing work, StellaJourney helps you separate the client-facing pieces from your internal production board. Your team can still manage creative, SEO, paid media, or delivery work wherever it already happens. The client sees the requests, approvals, decisions, and status updates they need to act on.
That distinction matters. Most agencies do not need clients wandering around an internal project board. They need a clean front door for briefs, feedback, files, and sign-offs.
Campaign approvals are where the back-and-forth often gets expensive. A client comments in a thread, then approves verbally, then asks for one more change after the post has already been scheduled. Nobody is trying to make the process hard, but the record is scattered.
With StellaJourney, approval requests sit beside the work they belong to. The client can see what they are approving, respond in the same place, and come back to the record later. Your team can see what is still waiting without asking an account manager to search their inbox.
It also helps when several people on the client side want a say. The brand lead can upload assets, the founder can approve messaging, and the marketing manager can answer the practical questions without every reply becoming a separate thread. The agency keeps one record of what happened, which matters when campaign timing gets tight.
It’s priced for real agencies — flat pricing, no per-seat fees — and simple enough that your clients will actually use it. You’re not buying 47 features you’ll never touch. You’re getting a clear, structured space for client work.
That gives account managers fewer loose ends to chase, gives clients a more polished experience, and keeps the operational details out of private inboxes. The result is not more process for its own sake. It is a calmer way to run the client relationship, so nothing falls through the cracks.
Reusable journey blueprints with workflow, intake fields, sort order and starter tasks.
Clients approve work waiting on sign-off, or send it back with feedback when revisions are needed.
Build standalone forms once, then reuse them as structured task work items everywhere they're needed.
Clients are invited in and land in the right portal, whether they're a brand-new user or an existing one.
Every user picks which notifications they get in-app and by email, tailored to their role.
Your brand name, support email, sender identity and logos across the portal, emails and notifications.
No. Those are built for your internal team, with clients bolted on. StellaJourney is the shared space between your agency and your clients — onboarding, requests and approvals that both sides actually use.
Yes. Clients log into a portal that feels like yours, not like the tool you happen to use.
Approvals are requested and resolved right on the work, so you stop sending "did you approve that?" emails and always know what's been signed off.
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Set up your first journey, invite a client, and see how it feels.