Every agency wants to grow. Getting more clients, campaigns, and attention seems like the way to go. But a lot of agencies find out that just getting bigger doesn’t mean they’re doing better. If you just add people or accounts without a plan, things get messy, deadlines get missed, and clients get annoyed. The agencies that really do well grow by creating better systems that help their staff and how they work. They make sure every campaign goes smoothly, information is saved, and clients feel supported.
This shift is not about endless tools or headcount. It is about building a connected way of working where communication, calendars, documents, and workflows come together. When agency leaders evaluate the best project management tools, they are really looking for more than task trackers. They need a foundation that helps their teams coordinate across multiple accounts without creating more noise. Lark provides that clarity by offering a suite of features that help agencies scale with confidence instead of chaos.
Capturing client campaigns with Lark Docs
When starting work with a client, there’s always paperwork involved – briefs, plans, reports, presentations, you name it. If your agency is juggling lots of clients, you can end up with a ton of files all over the place, whether it’s in emails or on different drives. This mess can slow things down, and you might even end up showing clients the wrong version of something.
Lark Docs fixes this by putting everything in one spot where everyone can work together. Designers, writers, and planners can all edit files at the same time, which keeps things moving. People can leave comments right in the document, so you don’t have to send a million emails back and forth. Plus, there’s a version history, so you always know you’re looking at the newest draft. And for stuff that’s extra sensitive, you can control who gets to see it, which keeps confidential stuff safe.
Think of an agency getting ready to launch a product for a big client. Instead of emailing around a bunch of different PowerPoint files, the account manager just shares one Lark Doc with all the ideas, budgets, and client notes in one place. Changes show up right away, and everyone – both the agency and the client – knows they’re looking at the latest version. This saves time, makes things easier, and helps you avoid screw-ups in front of clients.
Preserving agency expertise with Lark Wiki
Agencies build up great knowledge over time, like ad copy that works, client onboarding steps, or client-loved report formats. This knowledge often gets stuck in individual emails or leaves with employees if there’s no good place to store it.
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Lark Wiki helps agencies keep and grow this valuable knowledge. It’s a spot to document processes, guides, and best practices in an organized way. A new account executive can check out how to prepare a monthly report. A creative director can review brand rules before talking to designers.
Imagine a client wanting weekly dashboards. With Wiki, the agency can store a standard report template for everyone to use. Instead of starting from scratch each week, the team saves time, stays consistent, and keeps a professional level across all clients.
Coordinating client calendars with Lark Calendar
Deadlines define agency life. Clients expect timely delivery of campaigns, and missing a single milestone can strain the relationship. Managing overlapping schedules across accounts is often one of the most stressful parts of agency operations.
Lark Calendar brings order to this complexity. Teams can create dedicated calendars for each client or campaign, layered together for a complete overview of workload. Tasks created in Lark automatically appear in Calendar, keeping creative deadlines visible alongside client meetings. Permissions allow leaders to control who sees specific calendars, protecting sensitive client information while still enabling collaboration.
Picture an agency managing three campaigns launching in the same week. Without a clear system, creative reviews and media buys could clash. With Lark Calendar, each account team tracks their own deadlines, while managers can zoom out to ensure resources are balanced. The agency meets all commitments on time and maintains its reputation for reliability.
Keeping campaign communication sharp with Lark Messenger
Good communication can make or break a project. Shops deal with client input, team ideas, and fast updates from media buyers. If things aren’t structured, talks can get messy across emails and chats.
Lark helps keep things in one spot. Shops can make groups for each client, project, or team. Replies stay together, so budget talk doesn’t get mixed up with design reviews. Reactions allow for quick yes’s, and file sharing keeps creative stuff linked to the conversation.
Like, when a project is moving fast, a client might ask for a quick change to an ad. Instead of emails flying around for hours, the manager puts the new copy in the group. The designer, writer, and client all see it right away. This quick response builds trust and stops delays.
Structuring complex workflows with Lark Base
Campaigns have many moving parts: creative development, approvals, placements, reporting, and optimization. Tracking these in spreadsheets or scattered apps eventually becomes unmanageable.
Lark Base provides agencies with a flexible system to manage workflows across accounts. Campaigns can be tracked by stage — planning, production, launch, reporting — with fields customized for budgets, client contacts, or deliverables. Filters and groupings allow quick insights, such as viewing all campaigns due this week or all deliverables awaiting approval.
Automations within Base help eliminate repetitive tasks. A campaign reaching the “launch” stage can trigger reminders for the media team. A field update in Base can notify the account manager in Messenger. These efficiencies prevent deadlines from being overlooked. By featuring Base, Lark acts as an agile business process management software, helping agencies grow without adding unnecessary administrative burden.
Imagine an agency managing ten active campaigns. With Base, the operations manager can see at a glance which campaigns are awaiting creative approval, which are in market, and which are wrapping up. Automated notifications ensure no deliverable falls through the cracks, and the team spends more time on creative strategy instead of chasing updates.
Turning meetings into actions with Lark Meetings
Keeping clients happy means being crystal clear about what you talk about and following up on it. A lot of times, meetings finish with notes that aren’t very helpful, or promises that just disappear. Lark Meetings fixes this by making meeting notes for you automatically and saving them in Lark Docs. You can also share recordings in Messenger, so anyone who missed the meeting knows what’s going on.
Clients won’t have to wonder if you actually heard them because you can just show them a Doc that everyone can see, which lays out all the decisions and what to do next. This openness builds trust and stops things from getting confused. Inside the company, teams spend less time trying to figure out what they agreed on and more time actually getting stuff done.
Think about a quarterly review with a really important client. You wrap things up with ten things you’ve all committed to do. With Lark Meetings, those things are noted right away and assigned to people. When the client checks in a few weeks later, the agency can show that they’ve made clear progress. This not only makes the relationship better but also shows the agency is a partner they can count on.
Conclusion
For agencies, bigger isn’t always better. Just adding people and clients without a plan can cause problems. But agencies that set up smart systems early on can grow the right way. Lark’s tools, like Messenger, Calendar, Docs, Wiki, Base, and Meetings, let you build a base to keep communication clear, things organized, and deadlines met.
Smarter systems also free you up to build better relationships with clients. Besides the usual project stuff, agencies have to keep track of conversations, build trust, and be dependable at every step. A good CRM app like Lark can make that happen, so your growth is steady for both your team and your clients.
Agencies that grow smarter gain long-term benefits. They cut down on wasted time, are more open, and make clients trust them more. With Lark, growth is about more than just numbers. It’s about setting up systems that let agencies grow clearly, productively, and successfully.
