Onboarding & Workspace Management
From Delays to Deadlines: The Onboarding Bottleneck
60% of agencies struggle with delayed access to client accounts, causing campaign launch delays and missed deadlines.
5+ hours wasted per client just to collect access credentials for ad accounts, analytics, and other platforms.
10+ email exchanges per client just to get the right access permissions and platform logins.
The result? Missed deadlines, endless follow-ups, and disorganized workflows that drain productivity and frustrate clients.
How AtTheRate.ai can help
1-click invites to connect
accounts
No more cheasing clients for access. A
simple click and done!
simple click and done!
Seamless brief requests &
management system
Standardized, structured briefs ensure
you get the right info upfront, reducing
back-and-forths.
you get the right info upfront, reducing
back-and-forths.
Automted checklists &
reminders
Never miss a step; keep onboarding on
track effortlessly.
track effortlessly.
Dedicated workspace for
each client
Keep everything organized in one place,
from assects to approvals. No more
hunting through emails or shared drives.
from assects to approvals. No more
hunting through emails or shared drives.
Role-based access &
permissions
Ensure the right team members have
access without security risks.
access without security risks.
Automated approval
workflows
Clients get notified to approve assets
instantly, keeping things moving.
instantly, keeping things moving.
faq
Got questions?
We have got answers
How easy is it onboard a client?
Onboarding clients with AtTheRate.ai is as simple as one click. Just send an invite, and clients can instantly connect their accounts—no back-and-forth emails or manual setup required. Pre-built templates and automated data syncing ensure a seamless start, so you can focus on execution, not admin work.
Can I control user permissions?
Absolutely! AtTheRate.ai offers granular access control and role-based permissions, ensuring that the right team members and clients see only what’s relevant to them. You can grant full access, filtered views, or specific data restrictions for different stakeholders with just a few clicks.
What integrations does it support?
AtTheRate.ai seamlessly integrates with all major marketing, analytics, and ad platforms, including Google Ads, Facebook Ads, LinkedIn, HubSpot, Shopify, Google Analytics, CRM tools, and more. Plus, its API-based connectivity ensures easy integration with any custom tools you use.
testimonial
Before AtTheRate.ai, managing multiple clients felt like herding cats. Now, onboarding, dashboards, and reporting are all in one place, saving us hours every week. Our clients love the transparency, and we love the efficiency!
David M., Creative Agency Director
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