Use cases
What agencies actually do with Phloz
Four operational use cases. Each is a thing agencies do today in some combination of Google Sheets, Notion, and three different SaaS tools. Phloz turns each into a structured, queryable, repeatable system — and ties them all together through the typed tracking-infrastructure map at the center.
Client onboarding audit
A repeatable one-hour audit template that closes four questions on every new client in week one — what exists, who owns each thing, what state it's in, and what the slide deck overstated. Replaces the 20-billable-hour discovery sprawl.
Read the full use case →Tracking infrastructure map
A typed graph of every GA4 property, GTM container, ad pixel, conversion action, and audience per client. The thing no other agency tool has — agencies move from spreadsheets-of-tracking to a queryable, health-checked operational record.
Read the full use case →Cross-client reporting
One operational view across every client — broken pixels, pending approvals, open tasks, tier-aware filters. Replaces the per-client dashboard sprawl with one operations surface.
Read the full use case →Agency project management
Project management with department tagging (PPC / SEO / social / CRO / web design / other), agency-shaped defaults, and a tracking-map link so work and the infrastructure it depends on live in the same tool.
Read the full use case →Why these four, and not more?
We deliberately ship a tight set of opinionated use cases rather than 40 generic templates. Every agency we've talked to lives one or more of these. Adjacent use cases — campaign planning, deliverable tracking, client retainer reporting — are absorbed into the four core surfaces above rather than carved into separate workflows. Less to learn, less to configure, less to leak across.
14 days free · No credit card · Starter tier free forever