A client-by-client presentation workflow for agencies
For agencies with many clients, rebuilding the same report every month is the biggest time sink. With AdsToSlide you set up shared templates, manage clients separately and produce presentations in a few steps.
What problem does it solve?
- Building each client report from scratch
- Inconsistent report formats across team members
- No clear view of who can access which client
What you get
01
Client-based management
Save each client separately and track their linked ad accounts and past presentations in one place.
02
Shared templates
Set up the agency's standard presentation structure once and reuse it for every client and period.
03
Team and role management
Use staff assignments to control which clients each team member can access.
04
Credit tracking
See generated presentations and credits spent per client.