Use cases
What agencies actually do with Phloz
Eight 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, and conversion action per client. The thing no other agency tool has — agencies move from spreadsheets-of-tracking to a queryable, audited operational record.
Read the full use case →Cross-client reporting
One operational view across every client — tracking-health scores with broken and missing counts, pending approvals, and open tasks filterable by department, status, client and assignee. 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 the client's tracking map on the same record, so work and the infrastructure it depends on live in the same tool.
Read the full use case →AI tracking audit
Connect Claude or any MCP client to your workspace and ask what needs fixing in a client's tracking. It runs the same 20-rule audit the app runs over the documented map and returns findings with suggested fixes — read-only, scoped by token, and every call logged.
Read the full use case →Client request tracking
A client files a request in your branded portal and gets a reference like ACME-R17 and an emailed receipt. Your team accepts, declines or merges it, the client follows its progress, and every email about it files under that one ID.
Read the full use case →Google Ads alerts
Every client's Google Ads account, checked each morning against its own last 4 weeks. Spend that stops or spikes, conversions short of what the clicks predict, rising cost per conversion and falling return on ad spend land on your overview and in the assigned teammate's inbox.
Read the full use case →AI client management
Connect Claude or another MCP assistant and ask which clients need you this week. A portfolio briefing, a one-call client brief and a Google Ads diagnosis, built from your own records, scoped to your access and logged.
Read the full use case →Why these eight, 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 eight core surfaces above rather than carved into separate workflows. Less to learn, less to configure, less to leak across.
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