Client onboarding that gets campaigns live faster.

LaunchBay gives SEO and PPC agencies a structured, automated way to onboard clients, collect campaign details, and launch paid and organic campaigns without slow client responses holding back your growth.

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One platform to onboard, manage, and retain every advertising client

Repeatable onboarding workflows that run themselves

Every new SEO or PPC client kicks off the same proven process, automatically. Collect signed retainer agreements, ad account access, tracking pixels, and keyword targets without lifting a finger, so your team stops waiting and starts driving results from day one.

Faster approvals, cleaner feedback, zero email chains

From paid search ad copy to landing page designs, clients review and approve directly in LaunchBay. No more scattered email threads or delayed sign-offs. Just clear, centralized feedback that keeps your campaigns launching on schedule.

Branded client portals that make your agency look the part

Every client gets their own dedicated portal, no login required. Submit assets, grant account access, and track campaign milestones in a workspace that reflects your agency's professionalism. Enterprise-level experience, without the enterprise overhead.

One platform to onboard, manage,
and retain every social media client

Client Portals

Your agency. Your brand. Zero follow-ups.

Client Portals in LaunchBay are fully branded to your agency and require zero login from your clients. Every SEO and PPC client gets their own dedicated space to grant ad account access, submit campaign briefs, and track retainer milestones in real time, so your team stops chasing and starts delivering measurable results.

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Contracts

Signed and sealed, without leaving the portal.

LaunchBay Contracts let clients review and sign retainer agreements and service contracts directly inside their portal, no DocuSign required. Get campaigns authorized faster, keep every agreement in one place, and eliminate the delays that push back your campaign launch dates.

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Invoicing

Get paid on time, every time, without asking twice.

LaunchBay Invoicing lets you collect upfront retainer payments or tie billing milestones to campaign deliverables, all completed by clients inside their portal. No chasing overdue invoices or juggling separate payment tools. Just predictable, on-time revenue built into your onboarding flow.

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Feedback & Approvals

Approvals done. No email threads required.

LaunchBay's Design Proofing lets clients review, annotate, and approve ad creatives, landing page designs, and paid media assets directly in their portal. Feedback is clear, version-tracked, and tied to the file, so revision cycles move faster and campaigns never stall waiting on a sign-off.

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Project Progress Tracker

Everyone knows where things stand, always.

LaunchBay's Progress Tracker gives clients a live view of campaign setup milestones while giving your team a clear picture of what's on track and what's at risk. Fewer status calls, faster go-lives, and early visibility into bottlenecks before they impact ad spend or search performance.

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Integrations

Your tech stack, connected. Your onboarding, automatic.

LaunchBay Integrations connect the platforms your agency already relies on, including HubSpot, Zapier, Google Drive, Stripe, and more. The moment a deal closes in your CRM, onboarding kicks off automatically, giving clients instant portal access to submit briefs, grant account permissions, and get campaigns moving without your team lifting a finger.

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▶ Watch the interview
“LaunchBay easily saves us over 15 hours a week by removing the need for manual follow-ups and calls to gather client files, feedback, and approvals - so projects move to completion faster.”
Justin Kavanaugh
Sites as Scale

Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help SEO and PPC agencies?
LaunchBay is a client onboarding and project management platform built for growing digital advertising agencies. It centralizes client intake, retainer agreements, payments, campaign approvals, and communication into a single branded system. SEO and PPC agencies use LaunchBay to standardize onboarding, eliminate manual follow-ups, and scale their client roster without adding headcount.
How does LaunchBay improve client onboarding for digital advertising agencies?
LaunchBay automates the entire onboarding process from signed retainer to campaign kickoff. Client agreements, ad account access requests, tracking setup forms, and task assignments are all delivered through a single branded client portal. This reduces delays caused by missing information, shortens time to launch, and creates a professional experience from day one.
Does LaunchBay include client portals for SEO and PPC clients to complete onboarding tasks?
Yes. LaunchBay provides fully white-labeled, loginless client portals that clients access with a single click. Clients can grant ad account permissions, submit campaign briefs, sign retainer agreements, and track campaign milestones in one centralized space, all branded to your agency.
Can LaunchBay reduce delays caused by client approvals on ad creatives and landing pages?
Yes. LaunchBay includes built-in design proofing and feedback tools that allow clients to review, annotate, and approve ad creatives, landing page designs, and paid media assets directly inside their portal. Feedback is version-tracked and centralized, so revision cycles move faster and campaigns never stall waiting on a sign-off.
Do client portals include a progress tracker so advertising clients can see where their campaign setup stands?
Yes. LaunchBay client portals include a built-in progress tracker that shows clients exactly where they are in the onboarding and campaign setup process. Clients can view completed steps, upcoming tasks, and overall progress in real time, reducing status check-in calls and building confidence that campaigns are moving forward on schedule.
How does LaunchBay eliminate client follow-up emails and calls during onboarding?
LaunchBay replaces manual follow-ups with automated workflows and one-click reminders. Client tasks, approvals, and access requests are assigned and tracked automatically based on project progress, so reminders go out without your team having to intervene. No more chasing clients for tracking pixels, signed contracts, or ad account permissions.
Can LaunchBay handle retainer agreements and invoicing for digital advertising agencies?
Yes. LaunchBay includes built-in contracts and invoicing so clients can sign retainer agreements and make payments directly inside their portal. Collect upfront retainer payments or tie billing milestones to campaign deliverables, all within the same onboarding flow your clients are already moving through.
How is LaunchBay different from project management tools like Asana or ClickUp?
Traditional project management tools are built for internal teams. LaunchBay is designed to align your agency and your clients inside the same system. It combines client-facing workflows, branded portals, automation, and integrations with your existing CRM and ad platforms, giving digital advertising agencies a connected operating system rather than a stack of disconnected tools.
ow does LaunchBay help SEO and PPC agencies scale without hiring more staff?
LaunchBay automates the follow-ups, access requests, and data collection that normally slow teams down at the start of every engagement. By standardizing onboarding workflows inside one portal, your team can take on more SEO and PPC clients with the same resources, making growth predictable and far less dependent on manual coordination.
Can LaunchBay integrate with the tools digital advertising agencies already use?
Yes. LaunchBay integrates with the platforms SEO and PPC agencies rely on, including HubSpot, Zapier, Google Drive, Stripe, and more. The moment a deal closes in your CRM, onboarding kicks off automatically and clients get instant portal access to submit briefs, grant account permissions, and get campaigns moving without your team lifting a finger.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

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